Arrow Financial’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
Q1
$7.18M Sell
24,407
-1,008
-4% -$306K 0.72% 29
2025
Q4
$8.19M Sell
25,415
-610
-2% -$189K 0.82% 28
2025
Q3
$8.21M Sell
26,025
-296
-1% -$88K 0.84% 27
2025
Q2
$7.63M Sell
26,321
-594
-2% -$152K 0.8% 27
2025
Q1
$6.6M Sell
26,915
-12,741
-32% -$3.25M 0.74% 29
2024
Q4
$9.51M Sell
39,656
-67
-0.2% -$15.6K 0.9% 25
2024
Q3
$8.38M Sell
39,723
-422
-1% -$88.9K 0.77% 29
2024
Q2
$8.12M Sell
40,145
-1,996
-5% -$390K 0.79% 28
2024
Q1
$8.44M Sell
42,141
-2,615
-6% -$472K 0.84% 28
2023
Q4
$7.61M Sell
44,756
-1,172
-3% -$178K 0.79% 29
2023
Q3
$6.66M Sell
45,928
-7,671
-14% -$1.15M 0.78% 30
2023
Q2
$7.8M Sell
53,599
-3,075
-5% -$423K 0.94% 26
2023
Q1
$7.39M Sell
56,674
-847
-1% -$116K 0.96% 23
2022
Q4
$7.71M Sell
57,521
-140
-0.2% -$17.7K 1.05% 18
2022
Q3
$6.03M Buy
57,661
+9
+0% +$1.03K 0.88% 25
2022
Q2
$6.49M Sell
57,652
-729
-1% -$90.3K 0.89% 25
2022
Q1
$7.96M Sell
58,381
-1,355
-2% -$200K 0.95% 18
2021
Q4
$9.46M Sell
59,736
-2,185
-4% -$359K 1.12% 17
2021
Q3
$10.1M Sell
61,921
-708
-1% -$111K 1.31% 14
2021
Q2
$9.74M Sell
62,629
-1,532
-2% -$241K 1.24% 15
2021
Q1
$9.77M Sell
64,161
-1,900
-3% -$273K 1.3% 15
2020
Q4
$8.39M Sell
66,061
-1,569
-2% -$175K 1.63% 13
2020
Q3
$6.51M Sell
67,630
-1,207
-2% -$119K 1.38% 19
2020
Q2
$6.47M Buy
68,837
+4,681
+7% +$444K 1.41% 17
2020
Q1
$5.78M Buy
64,156
+620
+1% +$75.3K 1.37% 15
2019
Q4
$8.86M Sell
63,536
-2,496
-4% -$320K 1.73% 13
2019
Q3
$7.77M Sell
66,032
-1,943
-3% -$220K 1.61% 13
2019
Q2
$7.6M Sell
67,975
-2,919
-4% -$322K 1.63% 14
2019
Q1
$7.18M Sell
70,894
-3,070
-4% -$316K 1.66% 12
2018
Q4
$7.22M Buy
73,964
+112
+0.2% +$11.9K 1.85% 10
2018
Q3
$8.33M Sell
73,852
-383
-0.5% -$43.5K 1.75% 11
2018
Q2
$7.74M Buy
74,235
+3,015
+4% +$331K 1.74% 12
2018
Q1
$7.83M Sell
71,220
-723
-1% -$81.9K 1.81% 11
2017
Q4
$7.69M Sell
71,943
-724
-1% -$73.3K 1.78% 12
2017
Q3
$6.94M Sell
72,667
-1,276
-2% -$118K 1.65% 12
2017
Q2
$6.76M Sell
73,943
-419
-0.6% -$36.2K 1.62% 12
2017
Q1
$6.53M Sell
74,362
-10,578
-12% -$933K 1.59% 12
2016
Q4
$7.33M Sell
84,940
-1,199
-1% -$91.4K 1.82% 10
2016
Q3
$5.74M Sell
86,139
-3,731
-4% -$243K 1.46% 14
2016
Q2
$5.58M Sell
89,870
-1,733
-2% -$108K 1.46% 15
2016
Q1
$5.42M Buy
91,603
+4,789
+6% +$280K 1.44% 16
2015
Q4
$5.73M Buy
86,814
+1,189
+1% +$77.4K 1.53% 15
2015
Q3
$5.22M Buy
85,625
+1,219
+1% +$79.8K 1.48% 16
2015
Q2
$5.72M Sell
84,406
-969
-1% -$63.3K 1.55% 14
2015
Q1
$5.17M Sell
85,375
-1,126
-1% -$66.7K 1.39% 13
2014
Q4
$5.41M Buy
86,501
+6,729
+8% +$405K 1.48% 11
2014
Q3
$4.8M Buy
79,772
+2,383
+3% +$139K 1.33% 14
2014
Q2
$4.46M Buy
77,389
+295
+0.4% +$16.6K 1.21% 16
2014
Q1
$4.68M Sell
77,094
-610
-0.8% -$35.3K 1.33% 14
2013
Q4
$4.54M Sell
77,704
-11,475
-13% -$629K 1.3% 14
2013
Q3
$4.61M Sell
89,179
-525
-0.6% -$28.2K 1.41% 10
2013
Q2
$4.74M Buy
+89,704
New +$4.56M 1.52% 11

Other funds holding JPM

Arrow Financial's JPM Position: Q1 2026 in Review

Arrow Financial reduced its JPMorgan Chase (JPM) stake by 4% in Q1 2026, selling an estimated $306K and leaving 24,407 shares worth $7.18M. The position accounts for 0.72% of the portfolio, ranked #29.

Arrow Financial first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.1M in Q3 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Arrow Financial held 24,407 shares of JPMorgan Chase worth $7.18M as of Q1 2026.
  • Arrow Financial sold 1,008 JPMorgan Chase shares in Q1 2026, an estimated $306K.
  • JPMorgan Chase made up 0.72% of Arrow Financial's portfolio in Q1 2026, its #29 holding.
  • Arrow Financial first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Arrow Financial's JPMorgan Chase position peaked at $10.1M in Q3 2021.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.