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DMC Group’s JPMorgan Chase JPM Stock Holding History

DMC 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 		$1.25M Sell
3,815
-1,124
-23% -$349K 0.86% 32
2026
Q1 		$1.45M Sell
4,939
-280
-5% -$85K 0.98% 27
2025
Q4 		$1.68M Buy
5,219
+66
+1% +$20.4K 1.12% 20
2025
Q3 		$1.63M Sell
5,153
-13
-0.3% -$3.87K 1.12% 22
2025
Q2 		$1.5M Sell
5,166
-832
-14% -$212K 1.16% 24
2025
Q1 		$1.47M Sell
5,998
-1,031
-15% -$263K 1.2% 22
2024
Q4 		$1.68M Sell
7,029
-158
-2% -$36.8K 1.37% 13
2024
Q3 		$1.52M Buy
7,187
+58
+0.8% +$12.2K 1.23% 19
2024
Q2 		$1.44M Sell
7,129
-80
-1% -$15.6K 1.24% 20
2024
Q1 		$1.44M Buy
7,209
+255
+4% +$46K 1.25% 22
2023
Q4 		$1.18M Sell
6,954
-603
-8% -$91.4K 1.12% 26
2023
Q3 		$1.1M Buy
7,557
+200
+3% +$30K 1.03% 32
2023
Q2 		$1.07M Buy
7,357
+524
+8% +$72.1K 1.07% 25
2023
Q1 		$889K Sell
6,833
-411
-6% -$56.3K 0.9% 35
2022
Q4 		$979K Sell
7,244
-104
-1% -$13.2K 1.1% 21
2022
Q3 		$792K Sell
7,348
-72
-1% -$8.26K 0.96% 26
2022
Q2 		$842K Buy
7,420
+99
+1% +$12.3K 1% 26
2022
Q1 		$928K Sell
7,321
-1,655
-18% -$244K 1.04% 20
2021
Q4 		$1.3M Buy
+8,976
New +$1.47M 1.12% 21

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DMC Group's JPM Position: Q2 2026 in Review

DMC Group reduced its JPMorgan Chase (JPM) stake by 23% in Q2 2026, selling an estimated $349K and leaving 3,815 shares worth $1.25M. The position accounts for 0.86% of the portfolio, ranked #32.

DMC Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.68M in Q4 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • DMC Group held 3,815 shares of JPMorgan Chase worth $1.25M as of Q2 2026.
  • DMC Group sold 1,124 JPMorgan Chase shares in Q2 2026, an estimated $349K.
  • JPMorgan Chase made up 0.86% of DMC Group's portfolio in Q2 2026, its #32 holding.
  • DMC Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • DMC Group's JPMorgan Chase position peaked at $1.68M in Q4 2024.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.