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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowroot Family Office's JPM Position: Q1 2026 in Review

Arrowroot Family Office increased its JPMorgan Chase (JPM) stake by 19% in Q1 2026, buying an estimated $49.5K and bringing the position to 1,037 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #127.

Arrowroot Family Office first reported a position in JPM in Q2 2023 and has held it in 11 quarters since. The position peaked at $357K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Arrowroot Family Office held 1,037 shares of JPMorgan Chase worth $305K as of Q1 2026.
  • Arrowroot Family Office bought 163 JPMorgan Chase shares in Q1 2026, an estimated $49.5K.
  • JPMorgan Chase made up 0.1% of Arrowroot Family Office's portfolio in Q1 2026, its #127 holding.
  • Arrowroot Family Office first reported a position in JPMorgan Chase in Q2 2023 and has held it in 11 quarters since.
  • Arrowroot Family Office's JPMorgan Chase position peaked at $357K in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.