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DNCA Finance’s JPMorgan Chase JPM Stock Holding History

DNCA Finance’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 		$5.88M Sell
20,000
-56,714
-74% -$17.2M 0.34% 50
2025
Q4 		$24.7M Buy
76,714
+1,535
+2% +$475K 1.43% 18
2025
Q3 		$23.7M Sell
75,179
-8,548
-10% -$2.54M 1.62% 18
2025
Q2 		$24.3M Buy
83,727
+256
+0.3% +$65.3K 1.85% 15
2025
Q1 		$20.5M Sell
83,471
-395
-0.5% -$101K 1.7% 18
2024
Q4 		$20.1M Buy
83,866
+2,100
+3% +$489K 1.57% 18
2024
Q3 		$17.2M Sell
81,766
-42,250
-34% -$8.9M 1.48% 18
2024
Q2 		$25.1M Buy
+124,016
New +$24.2M 2.15% 11

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

DNCA Finance's JPM Position: Q1 2026 in Review

DNCA Finance reduced its JPMorgan Chase (JPM) stake by 74% in Q1 2026, selling an estimated $17.2M and leaving 20,000 shares worth $5.88M. The position accounts for 0.34% of the portfolio, ranked #50.

DNCA Finance first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $25.1M in Q2 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • DNCA Finance held 20,000 shares of JPMorgan Chase worth $5.88M as of Q1 2026.
  • DNCA Finance sold 56,714 JPMorgan Chase shares in Q1 2026, an estimated $17.2M.
  • JPMorgan Chase made up 0.34% of DNCA Finance's portfolio in Q1 2026, its #50 holding.
  • DNCA Finance first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • DNCA Finance's JPMorgan Chase position peaked at $25.1M in Q2 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on DNCA Finance's 13F filing for Q1 2026, filed 14 May 2026.