Dillon & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.58M | Sell |
15,584
-81
| -0.5% | -$24.6K | 0.63% | 33 |
|
|
2025
Q4 | $5.04M | Sell |
15,665
-50
| -0.3% | -$15.5K | 0.65% | 33 |
|
|
2025
Q3 | $4.95M | Sell |
15,715
-109
| -0.7% | -$32.4K | 0.64% | 34 |
|
|
2025
Q2 | $4.59M | Sell |
15,824
-164
| -1% | -$41.9K | 0.62% | 35 |
|
|
2025
Q1 | $3.92M | Sell |
15,988
-575
| -3% | -$147K | 0.58% | 36 |
|
|
2024
Q4 | $3.98M | Buy |
16,563
+25
| +0.2% | +$5.82K | 0.55% | 35 |
|
|
2024
Q3 | $3.49M | Sell |
16,538
-17
| -0.1% | -$3.58K | 0.49% | 37 |
|
|
2024
Q2 | $3.34M | Hold |
16,555
| – | – | 0.49% | 38 |
|
|
2024
Q1 | $3.31M | Buy |
16,555
+633
| +4% | +$114K | 0.52% | 38 |
|
|
2023
Q4 | $2.71M | Buy |
15,922
+57
| +0.4% | +$8.64K | 0.49% | 41 |
|
|
2023
Q3 | $2.3M | Sell |
15,865
-274
| -2% | -$41.1K | 0.44% | 42 |
|
|
2023
Q2 | $2.34M | Buy |
16,139
+275
| +2% | +$37.8K | 0.43% | 44 |
|
|
2023
Q1 | $2.06M | Sell |
15,864
-2,231
| -12% | -$306K | 0.41% | 43 |
|
|
2022
Q4 | $2.42M | Sell |
18,095
-91
| -0.5% | -$11.5K | 0.52% | 39 |
|
|
2022
Q3 | $1.89M | Hold |
18,186
| – | – | 0.44% | 43 |
|
|
2022
Q2 | $2.06M | Sell |
18,186
-400
| -2% | -$49.6K | 0.46% | 39 |
|
|
2022
Q1 | $2.53M | Sell |
18,586
-345
| -2% | -$50.9K | 0.48% | 38 |
|
|
2021
Q4 | $2.99M | Buy |
18,931
+118
| +0.6% | +$19.4K | 0.52% | 38 |
|
|
2021
Q3 | $3.08M | Buy |
18,813
+31
| +0.2% | +$4.86K | 0.59% | 37 |
|
|
2021
Q2 | $2.93M | Buy |
18,782
+197
| +1% | +$30.9K | 0.57% | 38 |
|
|
2021
Q1 | $2.83M | Buy |
18,585
+30
| +0.2% | +$4.32K | 0.6% | 35 |
|
|
2020
Q4 | $2.36M | Sell |
18,555
-1,076
| -5% | -$120K | 0.51% | 36 |
|
|
2020
Q3 | $1.89M | Sell |
19,631
-7,214
| -27% | -$708K | 0.45% | 37 |
|
|
2020
Q2 | $2.52M | Sell |
26,845
-4,234
| -14% | -$402K | 0.68% | 33 |
|
|
2020
Q1 | $2.8M | Buy |
31,079
+3,318
| +12% | +$403K | 0.94% | 31 |
|
|
2019
Q4 | $3.86M | Buy |
27,761
+191
| +0.7% | +$24.5K | 1.08% | 29 |
|
|
2019
Q3 | $3.25M | Sell |
27,570
-3,860
| -12% | -$437K | 0.99% | 32 |
|
|
2019
Q2 | $3.52M | Buy |
31,430
+641
| +2% | +$70.7K | 1.09% | 30 |
|
|
2019
Q1 | $3.11M | Buy |
30,789
+2,687
| +10% | +$277K | 1.01% | 34 |
|
|
2018
Q4 | $2.75M | Buy |
28,102
+1,957
| +7% | +$209K | 1.05% | 33 |
|
|
2018
Q3 | $2.95M | Buy |
26,145
+595
| +2% | +$67.5K | 0.98% | 34 |
|
|
2018
Q2 | $2.66M | Buy |
25,550
+3,099
| +14% | +$340K | 0.98% | 33 |
|
|
2018
Q1 | $2.47M | Buy |
22,451
+4,548
| +25% | +$515K | 0.95% | 34 |
|
|
2017
Q4 | $1.92M | Buy |
17,903
+1,974
| +12% | +$200K | 0.72% | 37 |
|
|
2017
Q3 | $1.53M | Buy |
15,929
+2,397
| +18% | +$221K | 0.6% | 39 |
|
|
2017
Q2 | $1.23M | Buy |
13,532
+6,222
| +85% | +$537K | 0.51% | 39 |
|
|
2017
Q1 | $643K | Buy |
+7,310
| New | +$645K | 0.27% | 49 |
|
Other funds holding JPM
VCM
VPM
Dillon & Associates's JPM Position: Q1 2026 in Review
Dillon & Associates reduced its JPMorgan Chase (JPM) stake by 0.52% in Q1 2026, selling an estimated $24.6K and leaving 15,584 shares worth $4.58M. The position accounts for 0.63% of the portfolio, ranked #33.
Dillon & Associates first reported a position in JPM in Q1 2017 and has held it in 37 quarters since. The position peaked at $5.04M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Dillon & Associates held 15,584 shares of JPMorgan Chase worth $4.58M as of Q1 2026.
- Dillon & Associates sold 81 JPMorgan Chase shares in Q1 2026, an estimated $24.6K.
- JPMorgan Chase made up 0.63% of Dillon & Associates's portfolio in Q1 2026, its #33 holding.
- Dillon & Associates first reported a position in JPMorgan Chase in Q1 2017 and has held it in 37 quarters since.
- Dillon & Associates's JPMorgan Chase position peaked at $5.04M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Dillon & Associates's 13F filing for Q1 2026, filed 7 May 2026.