DecisionPoint Financial’s JPMorgan Chase JPM Stock Holding History

DecisionPoint Financial’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	$277K	Buy	831 +23	+3%	+$7.14K	0.05%	45
2026 Q1	$238K	Hold	808	–	–	0.05%	44
2025 Q4	$260K	Buy	808 +174	+27%	+$53.9K	0.06%	42
2025 Q3	$197K	Hold	634	–	–	0.05%	47
2025 Q2	$184K	Buy	634 +24	+4%	+$6.13K	0.05%	46
2025 Q1	$150K	Hold	610	–	–	0.04%	45
2024 Q4	$146K	Hold	610	–	–	0.04%	43
2024 Q3	$129K	Hold	610	–	–	0.04%	45
2024 Q2	$130K	Hold	610	–	–	0.04%	45
2024 Q1	$118K	Hold	610	–	–	0.05%	45
2023 Q4	$104K	Sell	610 -12	-2%	-$1.82K	0.04%	45
2023 Q3	$90.2K	Buy	622 +12	+2%	+$1.8K	0.05%	40
2023 Q2	$88.7K	Sell	610 -23	-4%	-$3.16K	0.05%	42
2023 Q1	$82.5K	Buy	633 +23	+4%	+$3.15K	0.05%	43
2022 Q4	$81.8K	Buy	+610	New	+$77.3K	0.05%	40

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

DecisionPoint Financial's JPM Position: Q2 2026 in Review

DecisionPoint Financial increased its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, buying an estimated $7.14K and bringing the position to 831 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #45.

DecisionPoint Financial first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

DecisionPoint Financial held 831 shares of JPMorgan Chase worth $277K as of Q2 2026.
DecisionPoint Financial bought 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
JPMorgan Chase made up 0.05% of DecisionPoint Financial's portfolio in Q2 2026, its #45 holding.
DecisionPoint Financial first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.