Dale Q Rice Investment Management’s JPMorgan Chase JPM Stock Holding History

Dale Q Rice Investment Management’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	$325K	Hold	993	–	–	0.18%	56
2026 Q1	$292K	Hold	993	–	–	0.22%	58
2025 Q4	$320K	Hold	993	–	–	0.23%	52
2025 Q3	$303K	Hold	993	–	–	0.21%	53
2025 Q2	$284K	Sell	993 -1,075	-52%	-$274K	0.24%	58
2025 Q1	$507K	Sell	2,068 -8	-0.4%	-$2.04K	0.26%	53
2024 Q4	$498K	Buy	+2,076	New	+$484K	0.22%	53

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

Dale Q Rice Investment Management's JPM Position: Q2 2026 in Review

Dale Q Rice Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 993 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #56.

Dale Q Rice Investment Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $507K in Q1 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Dale Q Rice Investment Management held 993 shares of JPMorgan Chase worth $325K as of Q2 2026.
Dale Q Rice Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.18% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #56 holding.
Dale Q Rice Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's JPMorgan Chase position peaked at $507K in Q1 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.