DQRIM
JPM icon

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
Q3 		$329K Hold
993
– – 0.18% 56
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Dale Q Rice Investment Management's JPM Position: Q3 2026 in Review

Dale Q Rice Investment Management held its JPMorgan Chase (JPM) position steady in Q3 2026 at 993 shares worth $329K. 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 8 quarters since. The position peaked at $507K in Q1 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Dale Q Rice Investment Management held 993 shares of JPMorgan Chase worth $329K as of Q3 2026.
  • Dale Q Rice Investment Management left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.18% of Dale Q Rice Investment Management's portfolio in Q3 2026, its #56 holding.
  • Dale Q Rice Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • Dale Q Rice Investment Management's JPMorgan Chase position peaked at $507K in Q1 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.