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Arvest Investments’s JPMorgan Chase JPM Stock Holding History

Arvest Investments’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 		$8.25M Buy
25,203
+1,450
+6% +$450K 1% 28
2026
Q1 		$6.99M Sell
23,753
-194
-0.8% -$58.9K 0.95% 29
2025
Q4 		$7.72M Sell
23,947
-741
-3% -$229K 1.08% 27
2025
Q3 		$7.79M Sell
24,688
-5,002
-17% -$1.49M 1.12% 24
2025
Q2 		$8.61M Sell
29,690
-703
-2% -$179K 1.3% 20
2025
Q1 		$7.46M Sell
30,393
-5,564
-15% -$1.42M 1.18% 22
2024
Q4 		$8.62M Sell
35,957
-1,371
-4% -$319K 1.38% 18
2024
Q3 		$7.87M Sell
37,328
-2,990
-7% -$630K 1.19% 23
2024
Q2 		$8.15M Sell
40,318
-1,340
-3% -$262K 1.31% 20
2024
Q1 		$8.34M Sell
41,658
-4,142
-9% -$747K 1.32% 20
2023
Q4 		$7.79M Buy
+45,800
New +$6.94M 1.27% 21

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Arvest Investments's JPM Position: Q2 2026 in Review

Arvest Investments increased its JPMorgan Chase (JPM) stake by 6.1% in Q2 2026, buying an estimated $450K and bringing the position to 25,203 shares worth $8.25M. The position accounts for 1% of the portfolio, ranked #28.

Arvest Investments first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.62M in Q4 2024. 3,100 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Arvest Investments held 25,203 shares of JPMorgan Chase worth $8.25M as of Q2 2026.
  • Arvest Investments bought 1,450 JPMorgan Chase shares in Q2 2026, an estimated $450K.
  • JPMorgan Chase made up 1% of Arvest Investments's portfolio in Q2 2026, its #28 holding.
  • Arvest Investments first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Arvest Investments's JPMorgan Chase position peaked at $8.62M in Q4 2024.
  • 3,100 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.