JP Morgan Chase
BANX icon

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
Q3 		$3.52K Sell
173
-900
-84% -$18.4K ﹤0.01% 7373
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% -$78.4K ﹤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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Virtus Investment Advisers
Virtus Investment Advisers Hartford, Connecticut $453M AUM 48.99% 1-Year Est. Return

JP Morgan Chase's BANX Position: Q3 2026 in Review

JP Morgan Chase reduced its ArrowMark Financial (BANX) stake by 84% in Q3 2026, selling an estimated $18.4K and leaving 173 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #7373.

JP Morgan Chase first reported a position in BANX in Q1 2017 and has held it in 15 quarters since. The position peaked at $354K in Q4 2018. 31 funds tracked by Wall St. Rank hold BANX as of Q3 2026.

  • JP Morgan Chase held 173 shares of ArrowMark Financial worth $3.52K as of Q3 2026.
  • JP Morgan Chase sold 900 ArrowMark Financial shares in Q3 2026, an estimated $18.4K.
  • ArrowMark Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #7373 holding.
  • JP Morgan Chase first reported a position in ArrowMark Financial in Q1 2017 and has held it in 15 quarters since.
  • JP Morgan Chase's ArrowMark Financial position peaked at $354K in Q4 2018.
  • 31 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.