Arlington Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.21M | Buy |
25,081
+57
| +0.2% | +$17.7K | 1.04% | 28 |
|
|
2026
Q1 | $7.36M | Buy |
25,024
+1,588
| +7% | +$482K | 1.05% | 27 |
|
|
2025
Q4 | $7.55M | Sell |
23,436
-64
| -0.3% | -$19.8K | 1.08% | 27 |
|
|
2025
Q3 | $7.41M | Buy |
23,500
+149
| +0.6% | +$44.3K | 1.09% | 26 |
|
|
2025
Q2 | $6.77M | Sell |
23,351
-1,676
| -7% | -$428K | 1.11% | 25 |
|
|
2025
Q1 | $6.14M | Buy |
25,027
+59
| +0.2% | +$15K | 1.08% | 27 |
|
|
2024
Q4 | $5.99M | Sell |
24,968
-191
| -0.8% | -$44.5K | 1.19% | 26 |
|
|
2024
Q3 | $5.31M | Sell |
25,159
-518
| -2% | -$109K | 1.09% | 24 |
|
|
2024
Q2 | $5.19M | Sell |
25,677
-804
| -3% | -$157K | 1.14% | 24 |
|
|
2024
Q1 | $5.3M | Sell |
26,481
-929
| -3% | -$168K | 1.16% | 24 |
|
|
2023
Q4 | $4.66M | Buy |
27,410
+18
| +0.1% | +$2.73K | 1.39% | 21 |
|
|
2023
Q3 | $3.97M | Sell |
27,392
-203
| -0.7% | -$30.4K | 1.41% | 19 |
|
|
2023
Q2 | $4.01M | Buy |
27,595
+262
| +1% | +$36K | 1.46% | 16 |
|
|
2023
Q1 | $3.56M | Sell |
27,333
-458
| -2% | -$62.8K | 1.37% | 18 |
|
|
2022
Q4 | $3.73M | Buy |
27,791
+1,449
| +6% | +$184K | 1.57% | 17 |
|
|
2022
Q3 | $2.75M | Sell |
26,342
-729
| -3% | -$83.7K | 1.4% | 22 |
|
|
2022
Q2 | $3.05M | Buy |
27,071
+420
| +2% | +$52K | 1.37% | 22 |
|
|
2022
Q1 | $3.63M | Buy |
26,651
+821
| +3% | +$121K | 1.38% | 20 |
|
|
2021
Q4 | $4.09M | Sell |
25,830
-685
| -3% | -$112K | 1.39% | 19 |
|
|
2021
Q3 | $4.34M | Sell |
26,515
-115
| -0.4% | -$18K | 1.7% | 16 |
|
|
2021
Q2 | $4.14M | Buy |
26,630
+1,903
| +8% | +$299K | 1.57% | 17 |
|
|
2021
Q1 | $3.76M | Buy |
24,727
+249
| +1% | +$35.8K | 1.53% | 19 |
|
|
2020
Q4 | $3.11M | Buy |
24,478
+1,398
| +6% | +$156K | 1.31% | 24 |
|
|
2020
Q3 | $2.22M | Buy |
23,080
+837
| +4% | +$82.2K | 1.14% | 27 |
|
|
2020
Q2 | $2.09M | Sell |
22,243
-694
| -3% | -$65.8K | 1.18% | 28 |
|
|
2020
Q1 | $2.06M | Buy |
22,937
+1,470
| +7% | +$179K | 1.47% | 21 |
|
|
2019
Q4 | $2.99M | Sell |
21,467
-326
| -1% | -$41.8K | 1.66% | 19 |
|
|
2019
Q3 | $2.56M | Buy |
21,793
+100
| +0.5% | +$11.3K | 1.46% | 22 |
|
|
2019
Q2 | $2.42M | Buy |
21,693
+1,962
| +10% | +$216K | 1.39% | 25 |
|
|
2019
Q1 | $2M | Buy |
19,731
+16,561
| +522% | +$1.71M | 1.13% | 30 |
|
|
2018
Q4 | $309K | Buy |
3,170
+234
| +8% | +$24.9K | 0.13% | 62 |
|
|
2018
Q3 | $327K | Hold |
2,936
| – | – | 0.2% | 44 |
|
|
2018
Q2 | $337K | Sell |
2,936
-14
| -0.5% | -$1.54K | 0.2% | 48 |
|
|
2018
Q1 | $328K | Hold |
2,950
| – | – | 0.22% | 45 |
|
|
2017
Q4 | $341K | Buy |
+2,950
| New | +$299K | 0.16% | 45 |
|
Other funds holding JPM
Arlington Financial Advisors's JPM Position: Q2 2026 in Review
Arlington Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.23% in Q2 2026, buying an estimated $17.7K and bringing the position to 25,081 shares worth $8.21M. The position accounts for 1.04% of the portfolio, ranked #28.
Arlington Financial Advisors first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Arlington Financial Advisors held 25,081 shares of JPMorgan Chase worth $8.21M as of Q2 2026.
- Arlington Financial Advisors bought 57 JPMorgan Chase shares in Q2 2026, an estimated $17.7K.
- JPMorgan Chase made up 1.04% of Arlington Financial Advisors's portfolio in Q2 2026, its #28 holding.
- Arlington Financial Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.