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Daniel Investment Group’s JPMorgan Chase JPM Stock Holding History

Daniel Investment 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 		$7.17M Buy
+21,906
New +$6.8M 4.25% 4

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Daniel Investment Group's JPM Position: Q2 2026 in Review

Daniel Investment Group opened a new position in JPMorgan Chase (JPM) in Q2 2026: 21,906 shares worth $7.17M. The stake represents 4.25% of the portfolio and ranks #4 among its holdings.

5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Daniel Investment Group held 21,906 shares of JPMorgan Chase worth $7.17M as of Q2 2026.
  • JPMorgan Chase was a new Daniel Investment Group position in Q2 2026.
  • JPMorgan Chase made up 4.25% of Daniel Investment Group's portfolio in Q2 2026, its #4 holding.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Daniel Investment Group's 13F filing for Q2 2026, filed 3 Aug 2026.