Arlington Trust’s JPMorgan Chase JPM Stock Holding History

Arlington Trust’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	$1.26M	Buy	3,846 +298	+8%	+$92.5K	0.11%	37
2026 Q1	$1.04M	Buy	3,548 +694	+24%	+$211K	0.09%	41
2025 Q4	$920K	Sell	2,854 -10,528	-79%	-$3.26M	0.09%	41
2025 Q3	$4.22M	Buy	13,382 +82	+0.6%	+$24.4K	0.76%	21
2025 Q2	$3.86M	Buy	13,300 +81	+0.6%	+$20.7K	0.75%	21
2025 Q1	$3.24M	Sell	13,219 -671	-5%	-$171K	0.69%	21
2024 Q4	$3.33M	Buy	13,890 +368	+3%	+$85.7K	0.7%	19
2024 Q3	$2.85M	Buy	13,522 +80	+0.6%	+$16.9K	0.62%	20
2024 Q2	$2.72M	Sell	13,442 -238	-2%	-$46.5K	0.64%	19
2024 Q1	$2.74M	Sell	13,680 -196	-1%	-$35.4K	0.7%	19
2023 Q4	$2.36M	Buy	13,876 +11,048	+391%	+$1.67M	0.66%	20
2023 Q3	$410K	Buy	+2,828	New	+$424K	0.17%	66

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arlington Trust's JPM Position: Q2 2026 in Review

Arlington Trust increased its JPMorgan Chase (JPM) stake by 8.4% in Q2 2026, buying an estimated $92.5K and bringing the position to 3,846 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #37.

Arlington Trust first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.22M in Q3 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Arlington Trust held 3,846 shares of JPMorgan Chase worth $1.26M as of Q2 2026.
Arlington Trust bought 298 JPMorgan Chase shares in Q2 2026, an estimated $92.5K.
JPMorgan Chase made up 0.11% of Arlington Trust's portfolio in Q2 2026, its #37 holding.
Arlington Trust first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
Arlington Trust's JPMorgan Chase position peaked at $4.22M in Q3 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.