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Dakota Community Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Dakota Community Bank & Trust’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 		$920K Buy
2,811
+104
+4% +$32.3K 2.85% 7
2026
Q1 		$796K Sell
2,707
-91
-3% -$27.6K 2.69% 6
2025
Q4 		$902K Buy
2,798
+46
+2% +$14.2K 3.09% 7
2025
Q3 		$868K Buy
2,752
+15
+0.5% +$4.46K 3.42% 5
2025
Q2 		$793K Sell
2,737
-202
-7% -$51.5K 3.56% 2
2025
Q1 		$721K Sell
2,939
-63
-2% -$16.1K 3.48% 2
2024
Q4 		$720K Sell
3,002
-64
-2% -$14.9K 3.42% 2
2024
Q3 		$646K Sell
3,066
-64
-2% -$13.5K 3.25% 2
2024
Q2 		$633K Sell
3,130
-25
-0.8% -$4.89K 3.41% 2
2024
Q1 		$632K Sell
3,155
-189
-6% -$34.1K 3.42% 2
2023
Q4 		$569K Buy
3,344
+108
+3% +$16.4K 3.19% 2
2023
Q3 		$469K Buy
3,236
+90
+3% +$13.5K 2.99% 2
2023
Q2 		$458K Sell
3,146
-18
-0.6% -$2.48K 2.7% 4
2023
Q1 		$412K Buy
3,164
+527
+20% +$72.2K 2.55% 7
2022
Q4 		$354K Sell
2,637
-920
-26% -$117K 2.01% 9
2022
Q3 		$372K Buy
+3,557
New +$408K 2.58% 7

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Dakota Community Bank & Trust's JPM Position: Q2 2026 in Review

Dakota Community Bank & Trust increased its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, buying an estimated $32.3K and bringing the position to 2,811 shares worth $920K. The position accounts for 2.85% of the portfolio, ranked #7.

Dakota Community Bank & Trust first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Dakota Community Bank & Trust held 2,811 shares of JPMorgan Chase worth $920K as of Q2 2026.
  • Dakota Community Bank & Trust bought 104 JPMorgan Chase shares in Q2 2026, an estimated $32.3K.
  • JPMorgan Chase made up 2.85% of Dakota Community Bank & Trust's portfolio in Q2 2026, its #7 holding.
  • Dakota Community Bank & Trust first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dakota Community Bank & Trust's 13F filing for Q2 2026, filed 15 Jul 2026.