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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

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