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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
Q2 		$10.2M Buy
31,070
+1,125
+4% +$349K 4.02% 7
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 $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

DCM Advisors's JPM Position: Q2 2026 in Review

DCM Advisors increased its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, buying an estimated $349K and bringing the position to 31,070 shares worth $10.2M. The position accounts for 4.02% of the portfolio, ranked #7.

DCM Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • DCM Advisors held 31,070 shares of JPMorgan Chase worth $10.2M as of Q2 2026.
  • DCM Advisors bought 1,125 JPMorgan Chase shares in Q2 2026, an estimated $349K.
  • JPMorgan Chase made up 4.02% of DCM Advisors's portfolio in Q2 2026, its #7 holding.
  • DCM Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DCM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.