Dala Group
JPM icon

Dala Group’s JPMorgan Chase JPM Stock Holding History

Dala 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
Q3 		$2.58M Buy
7,786
+30
+0.4% +$10.5K 1.91% 12
2026
Q2 		$2.54M Sell
7,756
-478
-6% -$148K 2.09% 8
2026
Q1 		$2.42M Sell
8,234
-1,788
-18% -$543K 2.03% 11
2025
Q4 		$3.23M Buy
+10,022
New +$3.1M 2.8% 11

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Dala Group's JPM Position: Q3 2026 in Review

Dala Group increased its JPMorgan Chase (JPM) stake by 0.39% in Q3 2026, buying an estimated $10.5K and bringing the position to 7,786 shares worth $2.58M. The position accounts for 1.91% of the portfolio, ranked #12.

Dala Group first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.23M in Q4 2025. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Dala Group held 7,786 shares of JPMorgan Chase worth $2.58M as of Q3 2026.
  • Dala Group bought 30 JPMorgan Chase shares in Q3 2026, an estimated $10.5K.
  • JPMorgan Chase made up 1.91% of Dala Group's portfolio in Q3 2026, its #12 holding.
  • Dala Group first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's JPMorgan Chase position peaked at $3.23M in Q4 2025.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.