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DLK Investment Management’s JPMorgan Chase JPM Stock Holding History

DLK Investment 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
Q2 		$7.67M Buy
37,931
+7,530
+25% +$2.34M 3.26% 7
2026
Q1 		$8.94M Sell
30,401
-190
-0.6% -$57.7K 3.54% 7
2025
Q4 		$9.86M Sell
30,591
-185
-0.6% -$57.3K 3.67% 5
2025
Q3 		$9.71M Sell
30,776
-458
-1% -$136K 3.66% 5
2025
Q2 		$9.05M Buy
31,234
+619
+2% +$158K 3.42% 6
2025
Q1 		$7.51M Sell
30,615
-7,678
-20% -$1.96M 3.14% 8
2024
Q4 		$9.18M Buy
38,293
+410
+1% +$95.5K 3.84% 6
2024
Q3 		$7.99M Sell
37,883
-48
-0.1% -$10.1K 3.06% 8
2024
Q2 		$7.67M Sell
37,931
-187
-0.5% -$36.6K 3.17% 7
2024
Q1 		$7.64M Sell
38,118
-109
-0.3% -$19.7K 3.25% 7
2023
Q4 		$6.5M Buy
+38,227
New +$5.79M 2.96% 8

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

DLK Investment Management's JPM Position: Q2 2026 in Review

DLK Investment Management increased its JPMorgan Chase (JPM) stake by 25% in Q2 2026, buying an estimated $2.34M and bringing the position to 37,931 shares worth $7.67M. The position accounts for 3.26% of the portfolio, ranked #7.

DLK Investment Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.86M in Q4 2025. 1,488 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • DLK Investment Management held 37,931 shares of JPMorgan Chase worth $7.67M as of Q2 2026.
  • DLK Investment Management bought 7,530 JPMorgan Chase shares in Q2 2026, an estimated $2.34M.
  • JPMorgan Chase made up 3.26% of DLK Investment Management's portfolio in Q2 2026, its #7 holding.
  • DLK Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • DLK Investment Management's JPMorgan Chase position peaked at $9.86M in Q4 2025.
  • 1,488 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.