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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DMC Group's JPM Position: Q1 2026 in Review

DMC Group reduced its JPMorgan Chase (JPM) stake by 5.4% in Q1 2026, selling an estimated $85K and leaving 4,939 shares worth $1.45M. The position accounts for 0.98% of the portfolio, ranked #27.

DMC Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q4 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • DMC Group held 4,939 shares of JPMorgan Chase worth $1.45M as of Q1 2026.
  • DMC Group sold 280 JPMorgan Chase shares in Q1 2026, an estimated $85K.
  • JPMorgan Chase made up 0.98% of DMC Group's portfolio in Q1 2026, its #27 holding.
  • DMC Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • DMC Group's JPMorgan Chase position peaked at $1.68M in Q4 2024.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on DMC Group's 13F filing for Q1 2026, filed 30 Apr 2026.