SEC 13F Intelligence

Arlington Financial Advisors, LLC / JPM

Arlington Financial Advisors, LLC’s Jpmorgan Chase & Co Position

Does Arlington Financial Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes25.0K shares worth $7M (+1.05% of its 13F portfolio) as of Q1 2026, up from 23.4K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
25.0K
% of Portfolio
+1.05%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $309,000Q4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ3 ’25: $7MQ4 ’25: $8MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.0K$7M+1.05%
Q4 202523.4K$8M+1.08%
Q3 202523.5K$7M+1.09%
Q2 202523.4K$7M+1.11%
Q1 202525.0K$6M+1.08%
Q4 202425.0K$6M+1.19%
Q3 202425.2K$5M+1.09%
Q2 202425.7K$5M+1.14%
Q1 202426.5K$5M+1.16%
Q4 202327.4K$5M+1.39%
Q3 202327.4K$4M+1.41%
Q2 202327.6K$4M+1.46%
Q1 202327.3K$4M+1.37%
Q4 202227.8K$4M+1.57%
Q3 202226.3K$3M+1.40%
Q2 202227.1K$3M+1.37%
Q1 202226.7K$4M+1.38%
Q4 202125.8K$4M+1.39%
Q3 202126.5K$4M+1.70%
Q2 202126.6K$4M+1.57%
Q1 202124.7K$4M+1.53%
Q4 202024.5K$3M+1.31%
Q3 202023.1K$2M+1.14%
Q2 202022.2K$2M+1.18%
Q1 202022.9K$2M+1.47%
Q4 201921.5K$3M+1.66%
Q3 201921.8K$3M+1.46%
Q2 201921.7K$2M+1.39%
Q1 201919.7K$2M+1.13%
Q4 20183.2K$309,000+0.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arlington Financial Advisors, LLC’s full portfolio or all institutional holders of JPM.