DP
JPM icon

DDD Partners’s JPMorgan Chase JPM Stock Holding History

DDD Partners’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 		$1.26M Buy
4,275
+1,689
+65% +$513K 0.09% 78
2025
Q4 		$833K Buy
2,586
+87
+3% +$26.9K 0.05% 80
2025
Q3 		$788K Buy
2,499
+1,023
+69% +$304K 0.05% 81
2025
Q2 		$428K Buy
1,476
+25
+2% +$6.38K 0.05% 87
2025
Q1 		$356K Buy
1,451
+35
+2% +$8.92K 0.04% 82
2024
Q4 		$339K Buy
1,416
+38
+3% +$8.85K 0.04% 83
2024
Q3 		$291K Buy
1,378
+361
+35% +$76K 0.03% 91
2024
Q2 		$206K Sell
1,017
-23
-2% -$4.5K 0.02% 91
2024
Q1 		$208K Buy
+1,040
New +$188K 0.03% 87

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

DDD Partners's JPM Position: Q1 2026 in Review

DDD Partners increased its JPMorgan Chase (JPM) stake by 65% in Q1 2026, buying an estimated $513K and bringing the position to 4,275 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #78.

DDD Partners first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • DDD Partners held 4,275 shares of JPMorgan Chase worth $1.26M as of Q1 2026.
  • DDD Partners bought 1,689 JPMorgan Chase shares in Q1 2026, an estimated $513K.
  • JPMorgan Chase made up 0.09% of DDD Partners's portfolio in Q1 2026, its #78 holding.
  • DDD Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.