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 Q2	–	Sell	-20,000	Closed	-$5.88M	–	121
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DNCA Finance's JPM Position: Q2 2026 in Review

DNCA Finance sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 20,000 shares — an estimated $5.88M sold.

DNCA Finance first reported a position in JPM in Q2 2024 and held it in 8 quarters. The position peaked at $25.1M in Q2 2024. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

DNCA Finance reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
DNCA Finance sold 20,000 JPMorgan Chase shares in Q2 2026, an estimated $5.88M.
DNCA Finance first reported a position in JPMorgan Chase in Q2 2024 and held it in 8 quarters.
DNCA Finance's JPMorgan Chase position peaked at $25.1M in Q2 2024.
5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DNCA Finance's 13F filing for Q2 2026, filed 13 Aug 2026.