Arthur M. Cohen & Associates’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
Q2 | $1.71M | Buy |
5,209
+32
| +0.6% | +$9.94K | 0.27% | 53 |
|
|
2026
Q1 | $1.53M | Sell |
5,177
-32
| -0.6% | -$9.71K | 0.27% | 50 |
|
|
2025
Q4 | $1.68M | Buy |
5,209
+14
| +0.3% | +$4.33K | 0.27% | 49 |
|
|
2025
Q3 | $1.64M | Sell |
5,195
-31
| -0.6% | -$9.22K | 0.28% | 49 |
|
|
2025
Q2 | $1.52M | Buy |
5,226
+500
| +11% | +$128K | 0.27% | 48 |
|
|
2025
Q1 | $1.16M | Buy |
4,726
+5
| +0.1% | +$1.27K | 0.22% | 60 |
|
|
2024
Q4 | $1.13M | Buy |
4,721
+790
| +20% | +$184K | 0.2% | 62 |
|
|
2024
Q3 | $814K | Hold |
3,931
| – | – | 0.15% | 72 |
|
|
2024
Q2 | $795K | Sell |
3,931
-99
| -2% | -$19.4K | 0.15% | 72 |
|
|
2024
Q1 | $807K | Buy |
4,030
+86
| +2% | +$15.5K | 0.17% | 67 |
|
|
2023
Q4 | $671K | Buy |
3,944
+204
| +5% | +$30.9K | 0.16% | 74 |
|
|
2023
Q3 | $542K | Buy |
3,740
+160
| +4% | +$24K | 0.14% | 77 |
|
|
2023
Q2 | $521K | Sell |
3,580
-400
| -10% | -$55K | 0.13% | 81 |
|
|
2023
Q1 | $519K | Buy |
3,980
+1
| +0% | +$137 | 0.14% | 79 |
|
|
2022
Q4 | $534K | Buy |
3,979
+775
| +24% | +$98.2K | 0.15% | 80 |
|
|
2022
Q3 | $335K | Buy |
3,204
+769
| +32% | +$88.3K | 0.09% | 95 |
|
|
2022
Q2 | $274K | Hold |
2,435
| – | – | 0.07% | 111 |
|
|
2022
Q1 | $332K | Sell |
2,435
-29
| -1% | -$4.28K | 0.07% | 110 |
|
|
2021
Q4 | $390K | Buy |
2,464
+61
| +3% | +$10K | 0.07% | 115 |
|
|
2021
Q3 | $393K | Hold |
2,403
| – | – | 0.08% | 112 |
|
|
2021
Q2 | $372K | Buy |
2,403
+165
| +7% | +$25.9K | 0.07% | 119 |
|
|
2021
Q1 | $341K | Sell |
2,238
-637
| -22% | -$91.6K | 0.08% | 117 |
|
|
2020
Q4 | $365K | Buy |
2,875
+185
| +7% | +$20.7K | 0.09% | 112 |
|
|
2020
Q3 | $259K | Sell |
2,690
-1,114
| -29% | -$109K | 0.07% | 121 |
|
|
2020
Q2 | $358K | Sell |
3,804
-4,421
| -54% | -$419K | 0.11% | 90 |
|
|
2020
Q1 | $697K | Sell |
8,225
-684
| -8% | -$83.1K | 0.28% | 48 |
|
|
2019
Q4 | $1.24M | Sell |
8,909
-239
| -3% | -$30.7K | 0.38% | 41 |
|
|
2019
Q3 | $1.08K | Buy |
9,148
+1,678
| +22% | +$190K | 0.3% | 43 |
|
|
2019
Q2 | $835K | Buy |
7,470
+50
| +0.7% | +$5.51K | 0.29% | 53 |
|
|
2019
Q1 | $751K | Hold |
7,420
| – | – | 0.27% | 54 |
|
|
2018
Q4 | $724 | Buy |
7,420
+402
| +6% | +$42.8K | 0.23% | 58 |
|
|
2018
Q3 | $972 | Hold |
7,018
| – | – | 0.3% | 47 |
|
|
2018
Q2 | $732K | Buy |
7,018
+440
| +7% | +$48.3K | 0.28% | 58 |
|
|
2018
Q1 | $706K | Sell |
6,578
-842
| -11% | -$95.3K | 0.27% | 60 |
|
|
2017
Q4 | $724 | Buy |
+7,420
| New | +$751K | 0.2% | 55 |
|
|
2017
Q2 | $458K | Sell |
4,936
-2,169
| -31% | -$187K | 0.18% | 75 |
|
|
2017
Q1 | $430K | Buy |
7,105
+3,313
| +87% | +$292K | 0.19% | 66 |
|
|
2016
Q4 | $327K | Buy |
+3,792
| New | +$289K | 0.17% | 74 |
|
|
2014
Q3 | $521K | Buy |
+5,458
| New | +$319K | 0.24% | 70 |
|
Other funds holding JPM
Arthur M. Cohen & Associates's JPM Position: Q2 2026 in Review
Arthur M. Cohen & Associates increased its JPMorgan Chase (JPM) stake by 0.62% in Q2 2026, buying an estimated $9.94K and bringing the position to 5,209 shares worth $1.71M. The position accounts for 0.27% of the portfolio, ranked #53.
Arthur M. Cohen & Associates first reported a position in JPM in Q3 2014 and has held it in 39 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Arthur M. Cohen & Associates held 5,209 shares of JPMorgan Chase worth $1.71M as of Q2 2026.
- Arthur M. Cohen & Associates bought 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
- JPMorgan Chase made up 0.27% of Arthur M. Cohen & Associates's portfolio in Q2 2026, its #53 holding.
- Arthur M. Cohen & Associates first reported a position in JPMorgan Chase in Q3 2014 and has held it in 39 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Arthur M. Cohen & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.