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Arrowroot Family Office’s JPMorgan Chase JPM Stock Holding History

Arrowroot Family Office’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 		$395K Buy
1,207
+170
+16% +$52.8K 0.11% 123
2026
Q1 		$305K Buy
1,037
+163
+19% +$49.5K 0.1% 127
2025
Q4 		$282K Sell
874
-259
-23% -$80.2K 0.1% 122
2025
Q3 		$357K Buy
1,133
+64
+6% +$19K 0.14% 104
2025
Q2 		$310K Buy
+1,069
New +$273K 0.14% 107
2024
Q4 		$266K Sell
1,109
-34
-3% -$7.92K 0.14% 111
2024
Q3 		$241K Sell
1,143
-70
-6% -$14.7K 0.14% 116
2024
Q2 		$245K Sell
1,213
-96
-7% -$18.8K 0.16% 106
2024
Q1 		$262K Sell
1,309
-31
-2% -$5.59K 0.17% 111
2023
Q4 		$228K Sell
1,340
-42
-3% -$6.37K 0.16% 114
2023
Q3 		$200K Buy
1,382
+5
+0.4% +$750 0.16% 114
2023
Q2 		$200K Buy
+1,377
New +$189K 0.15% 121

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowroot Family Office's JPM Position: Q2 2026 in Review

Arrowroot Family Office increased its JPMorgan Chase (JPM) stake by 16% in Q2 2026, buying an estimated $52.8K and bringing the position to 1,207 shares worth $395K. The position accounts for 0.11% of the portfolio, ranked #123.

Arrowroot Family Office first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Arrowroot Family Office held 1,207 shares of JPMorgan Chase worth $395K as of Q2 2026.
  • Arrowroot Family Office bought 170 JPMorgan Chase shares in Q2 2026, an estimated $52.8K.
  • JPMorgan Chase made up 0.11% of Arrowroot Family Office's portfolio in Q2 2026, its #123 holding.
  • Arrowroot Family Office first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.