JP Morgan Chase
ARCC icon

JP Morgan Chase’s Ares Capital ARCC Stock Holding History

JP Morgan Chase’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77M Buy
+100,000
New +$1.94M ﹤0.01% 4200
2023
Q1 		– Sell
-140,000
Closed -$2.59M – 6671
2022
Q4 		$2.59M Sell
140,000
-272,400
-66% -$5.12M ﹤0.01% 3371
2022
Q3 		$6.96M Sell
412,400
-68,800
-14% -$1.33M ﹤0.01% 2449
2022
Q2 		$8.63M Buy
481,200
+332,900
+224% +$6.56M ﹤0.01% 2289
2022
Q1 		$3.11M Buy
+148,300
New +$3.16M ﹤0.01% 3407
2021
Q1 		– Sell
-200,000
Closed -$3.38M – 6046
2020
Q4 		$3.38M Hold
200,000
– – ﹤0.01% 3110
2020
Q3 		$2.79M Sell
200,000
-6,800
-3% -$96.7K ﹤0.01% 3006
2020
Q2 		$2.99M Buy
206,800
+6,800
+3% +$91.7K ﹤0.01% 2841
2020
Q1 		$2.16M Buy
+200,000
New +$3.37M ﹤0.01% 2907
2019
Q3 		– Sell
-13,400
Closed -$238K – 5702
2019
Q2 		$238K Buy
+13,400
New +$237K ﹤0.01% 4596
2019
Q1 		– Sell
-3,900
Closed -$61K – 5745
2018
Q4 		$61K Buy
+3,900
New +$64.5K ﹤0.01% 5010
2018
Q3 		– Sell
-10,100
Closed -$166K – 5663
2018
Q2 		$166K Buy
+10,100
New +$166K ﹤0.01% 4641

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase's ARCC Position: Q1 2026 in Review

JP Morgan Chase reduced its Ares Capital (ARCC) stake by 1.6% in Q1 2026, selling an estimated $2.35M and leaving 7,694,550 shares worth $137M. The position accounts for 0.01% of the portfolio, ranked #850.

JP Morgan Chase first reported a position in ARCC in Q2 2013 and has held it in 52 quarters since. The position peaked at $158M in Q4 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • JP Morgan Chase held 7,694,550 shares of Ares Capital worth $137M as of Q1 2026.
  • JP Morgan Chase sold 121,395 Ares Capital shares in Q1 2026, an estimated $2.35M.
  • Ares Capital made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #850 holding.
  • JP Morgan Chase first reported a position in Ares Capital in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Ares Capital position peaked at $158M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.