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DCM Advisors’s JPMorgan Chase JPM Stock Holding History

DCM 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
Q1 		$8.81M Sell
29,945
-302
-1% -$91.7K 4.01% 10
2025
Q4 		$9.75M Hold
30,247
– – 4.05% 10
2025
Q3 		$9.54M Sell
30,247
-1,335
-4% -$397K 4.02% 11
2025
Q2 		$9.16M Buy
31,582
+2,919
+10% +$745K 3.93% 12
2025
Q1 		$6.99M Sell
28,663
-3,934
-12% -$1M 3.73% 13
2024
Q4 		$7.81M Buy
32,597
+3,934
+14% +$916K 3.67% 15
2024
Q3 		$6.04M Hold
28,663
– – 3.04% 15
2024
Q2 		$5.8M Sell
28,663
-5,397
-16% -$1.06M 3.06% 16
2024
Q1 		$6.82M Sell
34,060
-9,640
-22% -$1.74M 2.81% 16
2023
Q4 		$7.43M Buy
43,700
+2,912
+7% +$441K 2.66% 13
2023
Q3 		$5.92M Sell
40,788
-1,636
-4% -$245K 2.67% 14
2023
Q2 		$6.17M Sell
42,424
-29
-0.1% -$3.99K 2.64% 15
2023
Q1 		$5.53M Sell
42,453
-351
-0.8% -$48.1K 2.57% 17
2022
Q4 		$5.74M Buy
42,804
+15,959
+59% +$2.02M 2.78% 13
2022
Q3 		$2.81M Sell
26,845
-1,157
-4% -$133K 1.41% 16
2022
Q2 		$3.15M Sell
28,002
-6,066
-18% -$752K 1.36% 14
2022
Q1 		$4.64M Sell
34,068
-13,848
-29% -$2.04M 1.64% 7
2021
Q4 		$7.59M Buy
47,916
+23,045
+93% +$3.78M 2.24% 7
2021
Q3 		$4.07M Buy
24,871
+12,245
+97% +$1.92M 1.57% 9
2021
Q2 		$1.96M Sell
12,626
-8,090
-39% -$1.27M 1.11% 11
2021
Q1 		$3.15M Sell
20,716
-3,591
-15% -$517K 1.84% 6
2020
Q4 		$3.09M Buy
+24,307
New +$2.72M 1.8% 5

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DCM Advisors's JPM Position: Q1 2026 in Review

DCM Advisors reduced its JPMorgan Chase (JPM) stake by 1% in Q1 2026, selling an estimated $91.7K and leaving 29,945 shares worth $8.81M. The position accounts for 4.01% of the portfolio, ranked #10.

DCM Advisors first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.75M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • DCM Advisors held 29,945 shares of JPMorgan Chase worth $8.81M as of Q1 2026.
  • DCM Advisors sold 302 JPMorgan Chase shares in Q1 2026, an estimated $91.7K.
  • JPMorgan Chase made up 4.01% of DCM Advisors's portfolio in Q1 2026, its #10 holding.
  • DCM Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • DCM Advisors's JPMorgan Chase position peaked at $9.75M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on DCM Advisors's 13F filing for Q1 2026, filed 15 May 2026.