DF Dent & Co’s JPMorgan Chase JPM Stock Holding History

DF Dent & Co’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	$8.73M	Sell	29,669 -6,755	-19%	-$2.05M	0.17%	101
2025 Q4	$11.7M	Sell	36,424 -98	-0.3%	-$30.3K	0.17%	92
2025 Q3	$11.5M	Buy	36,522 +1,477	+4%	+$439K	0.15%	96
2025 Q2	$10.2M	Sell	35,045 -3,661	-9%	-$934K	0.13%	99
2025 Q1	$9.49M	Buy	38,706 +2,801	+8%	+$714K	0.13%	101
2024 Q4	$8.61M	Sell	35,905 -5,083	-12%	-$1.18M	0.11%	101
2024 Q3	$8.64M	Buy	40,988 +456	+1%	+$96K	0.11%	101
2024 Q2	$8.2M	Sell	40,532 -6,419	-14%	-$1.25M	0.11%	95
2024 Q1	$9.4M	Buy	46,951 +21,266	+83%	+$3.84M	0.11%	91
2023 Q4	$4.37M	Sell	25,685 -3,477	-12%	-$527K	0.06%	98
2023 Q3	$4.23M	Sell	29,162 -35	-0.1%	-$5.25K	0.06%	99
2023 Q2	$4.25M	Sell	29,197 -7,730	-21%	-$1.06M	0.06%	98
2023 Q1	$4.81M	Buy	36,927 +294	+0.8%	+$40.3K	0.07%	95
2022 Q4	$4.91M	Buy	36,633 +856	+2%	+$108K	0.07%	99
2022 Q3	$3.74M	Buy	35,777 +1,946	+6%	+$223K	0.06%	102
2022 Q2	$3.81M	Sell	33,831 -3,866	-10%	-$479K	0.05%	100
2022 Q1	$5.14M	Sell	37,697 -7,769	-17%	-$1.15M	0.06%	98
2021 Q4	$7.2M	Buy	45,466 +966	+2%	+$159K	0.07%	95
2021 Q3	$7.28M	Sell	44,500 -28	-0.1%	-$4.39K	0.07%	91
2021 Q2	$6.93M	Sell	44,528 -4,768	-10%	-$749K	0.07%	89
2021 Q1	$7.5M	Buy	49,296 +75	+0.2%	+$10.8K	0.09%	82
2020 Q4	$6.25M	Sell	49,221 -69	-0.1%	-$7.71K	0.07%	83
2020 Q3	$4.75M	Buy	49,290 +6,306	+15%	+$619K	0.06%	85
2020 Q2	$4.04M	Sell	42,984 -482	-1%	-$45.7K	0.06%	84
2020 Q1	$3.91M	Sell	43,466 -45	-0.1%	-$5.47K	0.08%	79
2019 Q4	$6.07M	Buy	43,511 +1,107	+3%	+$142K	0.1%	73
2019 Q3	$4.99M	Buy	42,404 +3,650	+9%	+$413K	0.09%	78
2019 Q2	$4.33M	Buy	38,754 +17,951	+86%	+$1.98M	0.08%	82
2019 Q1	$2.11M	Buy	20,803 +702	+3%	+$72.3K	0.04%	122
2018 Q4	$1.96M	Buy	20,101 +423	+2%	+$45.1K	0.05%	92
2018 Q3	$2.22M	Sell	19,678 -296	-1%	-$33.6K	0.05%	96
2018 Q2	$2.08M	Sell	19,974 -1,250	-6%	-$137K	0.05%	96
2018 Q1	$2.33M	Buy	21,224 +16,370	+337%	+$1.85M	0.05%	88
2017 Q4	$519K	Buy	4,854 +574	+13%	+$58.1K	0.01%	160
2017 Q3	$409K	Hold	4,280	–	–	0.01%	144
2017 Q2	$391K	Sell	4,280 -649	-13%	-$56K	0.01%	140
2017 Q1	$433K	Sell	4,929 -175	-3%	-$15.4K	0.01%	119
2016 Q4	$440K	Sell	5,104 -58	-1%	-$4.42K	0.01%	128
2016 Q3	$344K	Hold	5,162	–	–	0.01%	129
2016 Q2	$321K	Sell	5,162 -172	-3%	-$10.7K	0.01%	148
2016 Q1	$316K	Sell	5,334 -337	-6%	-$19.7K	0.01%	129
2015 Q4	$374K	Buy	5,671 +157	+3%	+$10.2K	0.01%	126
2015 Q3	$336K	Buy	5,514 +173	+3%	+$11.3K	0.01%	129
2015 Q2	$362K	Buy	5,341 +172	+3%	+$11.2K	0.01%	153
2015 Q1	$313K	Hold	5,169	–	–	0.01%	137
2014 Q4	$323K	Hold	5,169	–	–	0.01%	133
2014 Q3	$311K	Hold	5,169	–	–	0.01%	131
2014 Q2	$298K	Sell	5,169 -770	-13%	-$43.3K	0.01%	138
2014 Q1	$361K	Sell	5,939 -4,255	-42%	-$246K	0.01%	134
2013 Q4	$596K	Sell	10,194 -1,536	-13%	-$84.1K	0.01%	125
2013 Q3	$606K	Buy	11,730 +126	+1%	+$6.76K	0.02%	100
2013 Q2	$613K	Buy	+11,604	New	+$590K	0.02%	98

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DF Dent & Co's JPM Position: Q1 2026 in Review

DF Dent & Co reduced its JPMorgan Chase (JPM) stake by 19% in Q1 2026, selling an estimated $2.05M and leaving 29,669 shares worth $8.73M. The position accounts for 0.17% of the portfolio, ranked #101.

DF Dent & Co first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.7M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

DF Dent & Co held 29,669 shares of JPMorgan Chase worth $8.73M as of Q1 2026.
DF Dent & Co sold 6,755 JPMorgan Chase shares in Q1 2026, an estimated $2.05M.
JPMorgan Chase made up 0.17% of DF Dent & Co's portfolio in Q1 2026, its #101 holding.
DF Dent & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
DF Dent & Co's JPMorgan Chase position peaked at $11.7M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.