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DGS Capital Management’s JPMorgan Chase JPM Stock Holding History

DGS Capital Management’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 		$813K Buy
2,763
+922
+50% +$280K 0.13% 147
2025
Q4 		$593K Sell
1,841
-38
-2% -$11.8K 0.1% 179
2025
Q3 		$593K Buy
1,879
+680
+57% +$202K 0.11% 167
2025
Q2 		$348K Buy
1,199
+50
+4% +$12.8K 0.07% 218
2025
Q1 		$282K Buy
1,149
+112
+11% +$28.6K 0.07% 231
2024
Q4 		$249K Buy
1,037
+49
+5% +$11.4K 0.06% 247
2024
Q3 		$208K Buy
+988
New +$208K 0.06% 270
2024
Q2 		– Sell
-1,038
Closed -$208K – 311
2024
Q1 		$208K Buy
+1,038
New +$187K 0.06% 262

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

DGS Capital Management's JPM Position: Q1 2026 in Review

DGS Capital Management increased its JPMorgan Chase (JPM) stake by 50% in Q1 2026, buying an estimated $280K and bringing the position to 2,763 shares worth $813K. The position accounts for 0.13% of the portfolio, ranked #147.

DGS Capital Management first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • DGS Capital Management held 2,763 shares of JPMorgan Chase worth $813K as of Q1 2026.
  • DGS Capital Management bought 922 JPMorgan Chase shares in Q1 2026, an estimated $280K.
  • JPMorgan Chase made up 0.13% of DGS Capital Management's portfolio in Q1 2026, its #147 holding.
  • DGS Capital Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.