Daiwa Securities Group’s JPMorgan Chase JPM Stock Holding History

Daiwa Securities Group’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	$196M	Buy	599,047 +14,081	+2%	+$4.37M	0.38%	49
2026 Q1	$172M	Buy	584,966 +43,626	+8%	+$13.2M	0.49%	35
2025 Q4	$174M	Buy	541,340 +18,460	+4%	+$5.72M	0.56%	34
2025 Q3	$165M	Buy	522,880 +9,615	+2%	+$2.86M	0.56%	35
2025 Q2	$149M	Buy	513,265 +19,760	+4%	+$5.04M	0.55%	37
2025 Q1	$121M	Buy	493,505 +37,050	+8%	+$9.45M	0.51%	44
2024 Q4	$109M	Buy	456,455 +19,725	+5%	+$4.59M	0.49%	42
2024 Q3	$92.1M	Buy	436,730 +16,673	+4%	+$3.51M	0.43%	42
2024 Q2	$85M	Buy	420,057 +49,937	+13%	+$9.76M	0.45%	40
2024 Q1	$74.1M	Buy	370,120 +22,923	+7%	+$4.14M	0.42%	41
2023 Q4	$59.1M	Buy	347,197 +17,218	+5%	+$2.61M	0.37%	43
2023 Q3	$47.9M	Buy	329,979 +16,794	+5%	+$2.52M	0.34%	45
2023 Q2	$45.6M	Buy	313,185 +4,982	+2%	+$685K	0.3%	46
2023 Q1	$40.2M	Buy	308,203 +28,121	+10%	+$3.85M	0.28%	47
2022 Q4	$37.6M	Buy	280,082 +18,490	+7%	+$2.34M	0.29%	48
2022 Q3	$27.3M	Buy	261,592 +11,642	+5%	+$1.34M	0.23%	54
2022 Q2	$28.1M	Buy	249,950 +7,425	+3%	+$920K	0.22%	57
2022 Q1	$33.1M	Sell	242,525 -44,846	-16%	-$6.62M	0.21%	58
2021 Q4	$45.5M	Buy	287,371 +41,765	+17%	+$6.86M	0.27%	52
2021 Q3	$40.2M	Buy	245,606 +18,320	+8%	+$2.87M	0.26%	52
2021 Q2	$35.6M	Buy	227,286 +6,917	+3%	+$1.09M	0.24%	53
2021 Q1	$33.5M	Sell	220,369 -12,740	-5%	-$1.83M	0.25%	53
2020 Q4	$29.6M	Buy	233,109 +8,433	+4%	+$943K	0.23%	55
2020 Q3	$21.6M	Sell	224,676 -747	-0.3%	-$73.4K	0.2%	53
2020 Q2	$543K	Hold	225,423	–	–	0.01%	515
2020 Q1	$20.3M	Buy	225,423 +19,012	+9%	+$2.31M	0.21%	54
2019 Q4	$28.8M	Buy	206,411 +4,821	+2%	+$618K	0.24%	48
2019 Q3	$23.7M	Sell	201,590 -6,603	-3%	-$747K	0.2%	50
2019 Q2	$23.3M	Buy	208,193 +23,597	+13%	+$2.6M	0.21%	50
2019 Q1	$18.7M	Sell	184,596 -11,874	-6%	-$1.22M	0.16%	64
2018 Q4	$19.2M	Buy	196,470 +16,136	+9%	+$1.72M	0.18%	60
2018 Q3	$20.3M	Sell	180,334 -884	-0.5%	-$100K	0.17%	58
2018 Q2	$18.9M	Buy	181,218 +25,671	+17%	+$2.82M	0.15%	65
2018 Q1	$19.9M	Sell	155,547 -30,345	-16%	-$3.44M	0.16%	66
2017 Q4	$19.9M	Buy	185,892 +7,185	+4%	+$727K	0.14%	69
2017 Q3	$17.1M	Sell	178,707 -14,765	-8%	-$1.36M	0.12%	80
2017 Q2	$17.7M	Sell	193,472 -41,980	-18%	-$3.62M	0.11%	70
2017 Q1	$20.7M	Sell	235,452 -2,250	-0.9%	-$198K	0.13%	70
2016 Q4	$20.5M	Buy	237,702 +45,057	+23%	+$3.44M	0.13%	60
2016 Q3	$12.8M	Sell	192,645 -16,525	-8%	-$1.08M	0.08%	89
2016 Q2	$13M	Sell	209,170 -80,950	-28%	-$5.06M	0.08%	86
2016 Q1	$17.2M	Sell	290,120 -1,200	-0.4%	-$70.1K	0.11%	72
2015 Q4	$19.2M	Buy	291,320 +38,800	+15%	+$2.53M	0.13%	64
2015 Q3	$15.4M	Sell	252,520 -18,700	-7%	-$1.22M	0.11%	81
2015 Q2	$18.4M	Buy	271,220 +108,900	+67%	+$7.11M	0.13%	75
2015 Q1	$9.83M	Buy	162,320 +14,100	+10%	+$835K	0.07%	107
2014 Q4	$9.28M	Sell	148,220 -16,400	-10%	-$987K	0.07%	104
2014 Q3	$9.92M	Sell	164,620 -11,700	-7%	-$684K	0.08%	100
2014 Q2	$10.2M	Sell	176,320 -152,200	-46%	-$8.56M	0.08%	95
2014 Q1	$19.9M	Sell	328,520 -119,600	-27%	-$6.91M	0.16%	53
2013 Q4	$26.2M	Sell	448,120 -49,800	-10%	-$2.73M	0.22%	55
2013 Q3	$25.7M	Sell	497,920 -7,300	-1%	-$392K	0.21%	52
2013 Q2	$26.7M	Buy	+505,220	New	+$25.7M	0.2%	52

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group's JPM Position: Q2 2026 in Review

Daiwa Securities Group increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $4.37M and bringing the position to 599,047 shares worth $196M. The position accounts for 0.38% of the portfolio, ranked #49.

Daiwa Securities Group first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Daiwa Securities Group held 599,047 shares of JPMorgan Chase worth $196M as of Q2 2026.
Daiwa Securities Group bought 14,081 JPMorgan Chase shares in Q2 2026, an estimated $4.37M.
JPMorgan Chase made up 0.38% of Daiwa Securities Group's portfolio in Q2 2026, its #49 holding.
Daiwa Securities Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.