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DAGCO Inc’s JPMorgan Chase JPM Stock Holding History

DAGCO Inc’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 		$5.4M Buy
16,496
+2,492
+18% +$774K 1% 22
2026
Q1 		$4.12M Buy
14,004
+147
+1% +$44.6K 0.89% 24
2025
Q4 		$4.46M Sell
13,857
-79
-0.6% -$24.5K 1.03% 24
2025
Q3 		$4.4M Sell
13,936
-14
-0.1% -$4.16K 1.11% 22
2025
Q2 		$4.04M Sell
13,950
-171
-1% -$43.6K 1.13% 22
2025
Q1 		$3.46M Buy
14,121
+994
+8% +$253K 1.12% 20
2024
Q4 		$3.15M Buy
13,127
+1,274
+11% +$297K 1.04% 22
2024
Q3 		$2.5M Buy
11,853
+3
+0% +$632 1.03% 24
2024
Q2 		$2.4M Sell
11,850
-122
-1% -$23.9K 1.06% 27
2024
Q1 		$2.4M Buy
11,972
+10,000
+507% +$1.8M 1.09% 26
2023
Q4 		$335K Sell
1,972
-160
-8% -$24.2K 0.31% 38
2023
Q3 		$237K Sell
2,132
-11,735
-85% -$1.76M 0.12% 76
2023
Q2 		$2.02M Sell
13,867
-394
-3% -$54.2K 1% 30
2023
Q1 		$1.86M Sell
14,261
-271
-2% -$37.1K 1% 31
2022
Q4 		$1.95M Sell
14,532
-121
-0.8% -$15.3K 1.14% 28
2022
Q3 		$1.53M Buy
14,653
+158
+1% +$18.1K 0.96% 32
2022
Q2 		$1.63M Sell
14,495
-176
-1% -$21.8K 0.84% 34
2022
Q1 		$1.92M Buy
14,671
+458
+3% +$67.6K 0.87% 34
2021
Q4 		$2.25M Buy
14,213
+28
+0.2% +$4.6K 0.88% 37
2021
Q3 		$2.32M Buy
14,185
+326
+2% +$51.1K 1% 32
2021
Q2 		$2.16M Buy
13,859
+228
+2% +$35.8K 0.96% 34
2021
Q1 		$2.08M Buy
13,631
+730
+6% +$105K 1.03% 32
2020
Q4 		$1.64M Buy
12,901
+899
+7% +$100K 0.91% 36
2020
Q3 		$1.16M Sell
12,002
-547
-4% -$53.7K 0.78% 46
2020
Q2 		$1.18M Buy
12,549
+32
+0.3% +$3.04K 1.19% 34
2020
Q1 		$1.13M Buy
12,517
+776
+7% +$94.3K 1.23% 30
2019
Q4 		$1.64M Buy
11,741
+252
+2% +$32.3K 1.45% 21
2019
Q3 		$1.35M Buy
11,489
+1,838
+19% +$208K 1.35% 27
2019
Q2 		$1.08M Buy
9,651
+405
+4% +$44.7K 1.13% 31
2019
Q1 		$936K Sell
9,246
-25
-0.3% -$2.58K 1.01% 39
2018
Q4 		$905K Buy
+9,271
New +$988K 1.12% 34

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

DAGCO Inc's JPM Position: Q2 2026 in Review

DAGCO Inc increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $774K and bringing the position to 16,496 shares worth $5.4M. The position accounts for 1% of the portfolio, ranked #22.

DAGCO Inc first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • DAGCO Inc held 16,496 shares of JPMorgan Chase worth $5.4M as of Q2 2026.
  • DAGCO Inc bought 2,492 JPMorgan Chase shares in Q2 2026, an estimated $774K.
  • JPMorgan Chase made up 1% of DAGCO Inc's portfolio in Q2 2026, its #22 holding.
  • DAGCO Inc first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.