DB&C Advisors’s JPMorgan Chase JPM Stock Holding History

DB&C Advisors’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	$1.87M	Buy	5,702 +16	+0.3%	+$4.97K	2.02%	15
2026 Q1	$1.67M	Buy	5,686 +2,969	+109%	+$901K	2.17%	15
2025 Q4	$875K	Buy	+2,717	New	+$841K	1.1%	29

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

DB&C Advisors's JPM Position: Q2 2026 in Review

DB&C Advisors increased its JPMorgan Chase (JPM) stake by 0.28% in Q2 2026, buying an estimated $4.97K and bringing the position to 5,702 shares worth $1.87M. The position accounts for 2.02% of the portfolio, ranked #15.

DB&C Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,121 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

DB&C Advisors held 5,702 shares of JPMorgan Chase worth $1.87M as of Q2 2026.
DB&C Advisors bought 16 JPMorgan Chase shares in Q2 2026, an estimated $4.97K.
JPMorgan Chase made up 2.02% of DB&C Advisors's portfolio in Q2 2026, its #15 holding.
DB&C Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,121 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.