DiPaolo Financial Group’s JPMorgan Chase JPM Stock Holding History

DiPaolo Financial Group’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	$260K	Sell	795 -22	-3%	-$6.83K	0.17%	41
2026 Q1	$240K	Buy	+817	New	+$248K	0.18%	43

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

DiPaolo Financial Group's JPM Position: Q2 2026 in Review

DiPaolo Financial Group reduced its JPMorgan Chase (JPM) stake by 2.7% in Q2 2026, selling an estimated $6.83K and leaving 795 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #41.

DiPaolo Financial Group first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

DiPaolo Financial Group held 795 shares of JPMorgan Chase worth $260K as of Q2 2026.
DiPaolo Financial Group sold 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
JPMorgan Chase made up 0.17% of DiPaolo Financial Group's portfolio in Q2 2026, its #41 holding.
DiPaolo Financial Group first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DiPaolo Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.