ArrowMark Colorado Holdings’s JPMorgan Chase JPM Stock Holding History

ArrowMark Colorado Holdings’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 Q1	$5.43M	Hold	18,471	–	–	0.14%	168
2025 Q4	$5.95M	Sell	18,471 -2,350	-11%	-$728K	0.13%	182
2025 Q3	$6.57M	Sell	20,821 -84,650	-80%	-$25.2M	0.12%	175
2025 Q2	$30.6M	Hold	105,471	–	–	0.55%	59
2025 Q1	$25.9M	Hold	105,471	–	–	0.42%	74
2024 Q4	$25.3M	Hold	105,471	–	–	0.34%	83
2024 Q3	$22.2M	Hold	105,471	–	–	0.28%	90
2024 Q2	$21.3M	Sell	105,471 -14,300	-12%	-$2.8M	0.25%	92
2024 Q1	$24M	Sell	119,771 -86,500	-42%	-$15.6M	0.27%	89
2023 Q4	$35.1M	Hold	206,271	–	–	0.39%	72
2023 Q3	$29.9M	Hold	206,271	–	–	0.36%	76
2023 Q2	$30M	Sell	206,271 -3,100	-1%	-$426K	0.33%	83
2023 Q1	$27.3M	Sell	209,371 -164,000	-44%	-$22.5M	0.31%	82
2022 Q4	$50.1M	Buy	373,371 +100	+0%	+$12.7K	0.6%	52
2022 Q3	$39M	Buy	373,271 +53,132	+17%	+$6.1M	0.48%	62
2022 Q2	$36.1M	Buy	320,139 +64,150	+25%	+$7.95M	0.41%	73
2022 Q1	$34.9M	Sell	255,989 -7,600	-3%	-$1.12M	0.31%	93
2021 Q4	$41.7M	Sell	263,589 -1,400	-0.5%	-$230K	0.33%	90
2021 Q3	$43.4M	Sell	264,989 -39,000	-13%	-$6.11M	0.34%	84
2021 Q2	$47.3M	Sell	303,989 -108,700	-26%	-$17.1M	0.36%	81
2021 Q1	$62.8M	Sell	412,689 -47,800	-10%	-$6.88M	0.47%	62
2020 Q4	$58.5M	Buy	460,489 +269,400	+141%	+$30.1M	0.45%	69
2020 Q3	$18.4M	Buy	191,089 +25,000	+15%	+$2.46M	0.18%	106
2020 Q2	$15.6M	Buy	166,089 +45,094	+37%	+$4.28M	0.16%	114
2020 Q1	$10.9M	Buy	120,995 +11,595	+11%	+$1.41M	0.14%	121
2019 Q4	$15.3M	Hold	109,400	–	–	0.14%	132
2019 Q3	$12.9M	Sell	109,400 -250	-0.2%	-$28.3K	0.13%	137
2019 Q2	$12.3M	Sell	109,650 -5,000	-4%	-$551K	0.12%	149
2019 Q1	$11.6M	Sell	114,650 -3,000	-3%	-$309K	0.11%	158
2018 Q4	$11.5M	Buy	117,650 +5,000	+4%	+$533K	0.12%	155
2018 Q3	$12.7M	Hold	112,650	–	–	0.11%	174
2018 Q2	$11.7M	Sell	112,650 -10,020	-8%	-$1.1M	0.11%	177
2018 Q1	$13.5M	Hold	122,670	–	–	0.13%	149
2017 Q4	$13.1M	Hold	122,670	–	–	0.13%	151
2017 Q3	$11.7M	Sell	122,670 -1,059	-0.9%	-$97.7K	0.13%	145
2017 Q2	$11.3M	Sell	123,729 -603	-0.5%	-$52K	0.14%	139
2017 Q1	$10.9M	Sell	124,332 -7,465	-6%	-$659K	0.15%	129
2016 Q4	$11.4M	Buy	131,797 +1,797	+1%	+$137K	0.18%	121
2016 Q3	$8.66M	Hold	130,000	–	–	0.16%	127
2016 Q2	$8.08M	Buy	130,000 +15,000	+13%	+$937K	0.16%	128
2016 Q1	$6.81M	Hold	115,000	–	–	0.15%	125
2015 Q4	$7.59M	Sell	115,000 -12,554	-10%	-$817K	0.21%	120
2015 Q3	$7.78M	Hold	127,554	–	–	0.21%	117
2015 Q2	$8.64M	Buy	127,554 +10,000	+9%	+$653K	0.21%	111
2015 Q1	$7.12M	Sell	117,554 -6,715	-5%	-$398K	0.18%	126
2014 Q4	$7.78M	Sell	124,269 -56,381	-31%	-$3.39M	0.2%	121
2014 Q3	$10.9M	Hold	180,650	–	–	0.3%	111
2014 Q2	$10.4M	Sell	180,650 -25,000	-12%	-$1.41M	0.3%	118
2014 Q1	$12.5M	Sell	205,650 -1,200	-0.6%	-$69.4K	0.41%	98
2013 Q4	$12.1M	Sell	206,850 -56,200	-21%	-$3.08M	0.38%	105
2013 Q3	$13.6M	Sell	263,050 -138,300	-34%	-$7.42M	0.45%	88
2013 Q2	$21.2M	Buy	+401,350	New	+$20.4M	5.7%	3

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ArrowMark Colorado Holdings's JPM Position: Q1 2026 in Review

ArrowMark Colorado Holdings held its JPMorgan Chase (JPM) position steady in Q1 2026 at 18,471 shares worth $5.43M. The position accounts for 0.14% of the portfolio, ranked #168.

ArrowMark Colorado Holdings first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $62.8M in Q1 2021. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

ArrowMark Colorado Holdings held 18,471 shares of JPMorgan Chase worth $5.43M as of Q1 2026.
ArrowMark Colorado Holdings left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.14% of ArrowMark Colorado Holdings's portfolio in Q1 2026, its #168 holding.
ArrowMark Colorado Holdings first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
ArrowMark Colorado Holdings's JPMorgan Chase position peaked at $62.8M in Q1 2021.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on ArrowMark Colorado Holdings's 13F filing for Q1 2026, filed 15 May 2026.