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Dickmeyer Boyce Financial Management’s JPMorgan Chase JPM Stock Holding History

Dickmeyer Boyce Financial 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
Q3 		$3.7M Sell
11,185
-24
-0.2% -$8.39K 1.89% 14
2026
Q2 		$3.67M Sell
11,209
-32
-0.3% -$9.94K 1.9% 13
2026
Q1 		$3.31M Buy
+11,241
New +$3.41M 1.95% 13

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Dickmeyer Boyce Financial Management's JPM Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its JPMorgan Chase (JPM) stake by 0.21% in Q3 2026, selling an estimated $8.39K and leaving 11,185 shares worth $3.7M. The position accounts for 1.89% of the portfolio, ranked #14.

Dickmeyer Boyce Financial Management first reported a position in JPM in Q1 2026 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 11,185 shares of JPMorgan Chase worth $3.7M as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 24 JPMorgan Chase shares in Q3 2026, an estimated $8.39K.
  • JPMorgan Chase made up 1.89% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #14 holding.
  • Dickmeyer Boyce Financial Management first reported a position in JPMorgan Chase in Q1 2026 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.