Dixon Fnancial Services’s JPMorgan Chase JPM Stock Holding History

Dixon Fnancial Services’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	$836K	Hold	2,553	–	–	0.34%	24
2026 Q1	$751K	Sell	2,553 -5,275	-67%	-$1.6M	0.34%	23
2025 Q4	$2.52M	Hold	7,828	–	–	1.12%	11
2025 Q3	$2.47M	Buy	7,828 +333	+4%	+$99K	1.12%	11
2025 Q2	$2.17M	Sell	7,495 -100	-1%	-$25.5K	1.1%	11
2025 Q1	$1.86M	Hold	7,595	–	–	1.01%	11
2024 Q4	$1.82M	Sell	7,595 -16	-0.2%	-$3.73K	0.99%	10
2024 Q3	$1.6M	Hold	7,611	–	–	0.85%	10
2024 Q2	$1.54M	Hold	7,611	–	–	0.86%	10
2024 Q1	$1.52M	Sell	7,611 -122	-2%	-$22K	0.84%	10
2023 Q4	$1.32M	Sell	7,733 -66	-0.8%	-$10K	0.81%	10
2023 Q3	$1.13M	Buy	7,799 +109	+1%	+$16.3K	0.76%	11
2023 Q2	$1.12M	Sell	7,690 -12	-0.2%	-$1.65K	0.73%	10
2023 Q1	$1M	Buy	7,702 +15	+0.2%	+$2.06K	0.68%	10
2022 Q4	$1.03M	Sell	7,687 -3	-0%	-$380	0.73%	11
2022 Q3	$804K	Sell	7,690 -3	-0%	-$344	0.63%	11
2022 Q2	$866K	Sell	7,693 -6	-0.1%	-$743	0.63%	11
2022 Q1	$1.05M	Buy	7,699 +25	+0.3%	+$3.69K	0.8%	10
2021 Q4	$1.22M	Buy	+7,674	New	+$1.26M	0.89%	10

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dixon Fnancial Services's JPM Position: Q2 2026 in Review

Dixon Fnancial Services held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,553 shares worth $836K. The position accounts for 0.34% of the portfolio, ranked #24.

Dixon Fnancial Services first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.52M in Q4 2025. 3,307 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Dixon Fnancial Services held 2,553 shares of JPMorgan Chase worth $836K as of Q2 2026.
Dixon Fnancial Services left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.34% of Dixon Fnancial Services's portfolio in Q2 2026, its #24 holding.
Dixon Fnancial Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Dixon Fnancial Services's JPMorgan Chase position peaked at $2.52M in Q4 2025.
3,307 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.