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DMKC Advisory Services’s JPMorgan Chase JPM Stock Holding History

DMKC Advisory 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 		$4.2M Sell
12,845
-62
-0.5% -$19.3K 0.79% 30
2026
Q1 		$3.8M Buy
12,907
+529
+4% +$161K 1.58% 25
2025
Q4 		$3.99M Buy
12,378
+983
+9% +$304K 1.75% 20
2025
Q3 		$3.59M Sell
11,395
-695
-6% -$207K 1.82% 20
2025
Q2 		$3.5M Buy
12,090
+1,361
+13% +$347K 1.84% 19
2025
Q1 		$2.63M Sell
10,729
-111
-1% -$28.3K 2.37% 10
2024
Q4 		$2.6M Buy
+10,840
New +$2.52M 2.36% 10

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

DMKC Advisory Services's JPM Position: Q2 2026 in Review

DMKC Advisory Services reduced its JPMorgan Chase (JPM) stake by 0.48% in Q2 2026, selling an estimated $19.3K and leaving 12,845 shares worth $4.2M. The position accounts for 0.79% of the portfolio, ranked #30.

DMKC Advisory Services first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • DMKC Advisory Services held 12,845 shares of JPMorgan Chase worth $4.2M as of Q2 2026.
  • DMKC Advisory Services sold 62 JPMorgan Chase shares in Q2 2026, an estimated $19.3K.
  • JPMorgan Chase made up 0.79% of DMKC Advisory Services's portfolio in Q2 2026, its #30 holding.
  • DMKC Advisory Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.