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Arkos Global Advisors’s JPMorgan Chase JPM Stock Holding History

Arkos Global Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$818K Sell
2,498
-110
-4% -$34.2K 0.1% 56
2026
Q1 		$767K Sell
2,608
-699
-21% -$212K 0.1% 57
2025
Q4 		$1.06M Sell
3,307
-922
-22% -$285K 0.14% 45
2025
Q3 		$1.33M Buy
4,229
+960
+29% +$286K 0.17% 42
2025
Q2 		$948K Buy
3,269
+209
+7% +$53.3K 0.13% 45
2025
Q1 		$751K Sell
3,060
-122
-4% -$31.1K 0.11% 49
2024
Q4 		$763K Sell
3,182
-949
-23% -$221K 0.11% 52
2024
Q3 		$871K Sell
4,131
-78
-2% -$16.4K 0.13% 49
2024
Q2 		$851K Sell
4,209
-325
-7% -$63.5K 0.14% 46
2024
Q1 		$908K Sell
4,534
-346
-7% -$62.4K 0.15% 44
2023
Q4 		$830K Buy
4,880
+309
+7% +$46.8K 0.15% 39
2023
Q3 		$663K Buy
4,571
+1,507
+49% +$226K 0.14% 41
2023
Q2 		$446K Buy
3,064
+428
+16% +$58.9K 0.09% 55
2023
Q1 		$343K Sell
2,636
-537
-17% -$73.6K 0.07% 66
2022
Q4 		$425K Buy
3,173
+656
+26% +$83.1K 0.11% 58
2022
Q3 		$263K Sell
2,517
-410
-14% -$47.1K 0.08% 67
2022
Q2 		$330K Buy
+2,927
New +$363K 0.09% 58

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arkos Global Advisors's JPM Position: Q2 2026 in Review

Arkos Global Advisors reduced its JPMorgan Chase (JPM) stake by 4.2% in Q2 2026, selling an estimated $34.2K and leaving 2,498 shares worth $818K. The position accounts for 0.1% of the portfolio, ranked #56.

Arkos Global Advisors first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.33M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Arkos Global Advisors held 2,498 shares of JPMorgan Chase worth $818K as of Q2 2026.
  • Arkos Global Advisors sold 110 JPMorgan Chase shares in Q2 2026, an estimated $34.2K.
  • JPMorgan Chase made up 0.1% of Arkos Global Advisors's portfolio in Q2 2026, its #56 holding.
  • Arkos Global Advisors first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • Arkos Global Advisors's JPMorgan Chase position peaked at $1.33M in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.