JP Morgan Chase
BANX

JP Morgan Chase’s ArrowMark Financial BANX Stock Holding History

JP Morgan Chase’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21K Buy
+1,073
New +$21K ﹤0.01% 6723
2020
Q2 		– Sell
-5,155
Closed -$83K – 5365
2020
Q1 		$83K Buy
5,155
+2,650
+106% +$53.1K ﹤0.01% 4575
2019
Q4 		$56K Buy
2,505
+2,305
+1,153% +$52.2K ﹤0.01% 5085
2019
Q3 		$4K Sell
200
-4,243
-95% -$92.5K ﹤0.01% 5577
2019
Q2 		$96K Sell
4,443
-3,602
-45% -$78.3K ﹤0.01% 4949
2019
Q1 		$173K Sell
8,045
-10,300
-56% -$213K ﹤0.01% 4682
2018
Q4 		$354K Buy
18,345
+7,394
+68% +$152K ﹤0.01% 4311
2018
Q3 		$246K Buy
10,951
+798
+8% +$17.9K ﹤0.01% 4605
2018
Q2 		$233K Buy
10,153
+6,022
+146% +$132K ﹤0.01% 4501
2018
Q1 		$90K Sell
4,131
-269
-6% -$5.79K ﹤0.01% 4620
2017
Q4 		$89K Sell
4,400
-1,315
-23% -$26.9K ﹤0.01% 4704
2017
Q3 		$118K Buy
5,715
+1,715
+43% +$34.9K ﹤0.01% 4259
2017
Q2 		$82K Buy
4,000
+3,471
+656% +$69.4K ﹤0.01% 4233
2017
Q1 		$11K Buy
+529
New +$10.4K ﹤0.01% 4795

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

JP Morgan Chase's BANX Position: Q2 2026 in Review

JP Morgan Chase opened a new position in ArrowMark Financial (BANX) in Q2 2026: 1,073 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #6723 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in BANX as recently as Q1 2020.

JP Morgan Chase first reported a position in BANX in Q1 2017 and has held it in 14 quarters since. The position peaked at $354K in Q4 2018. 35 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • JP Morgan Chase held 1,073 shares of ArrowMark Financial worth $21K as of Q2 2026.
  • ArrowMark Financial was a new JP Morgan Chase position in Q2 2026.
  • ArrowMark Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6723 holding.
  • JP Morgan Chase first reported a position in ArrowMark Financial in Q1 2017 and has held it in 14 quarters since.
  • JP Morgan Chase's ArrowMark Financial position peaked at $354K in Q4 2018.
  • 35 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.