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Dodds Wealth’s JPMorgan Chase JPM Stock Holding History

Dodds Wealth’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 		$506K Buy
1,547
+140
+10% +$43.5K 0.11% 37
2026
Q1 		$414K Hold
1,407
– – 0.1% 39
2025
Q4 		$453K Sell
1,407
-100
-7% -$31K 0.11% 37
2025
Q3 		$475K Hold
1,507
– – 0.12% 36
2025
Q2 		$437K Sell
1,507
-151
-9% -$38.5K 0.12% 37
2025
Q1 		$407K Hold
1,658
– – 0.13% 44
2024
Q4 		$436K Hold
1,658
– – 0.14% 40
2024
Q3 		$353K Buy
1,658
+175
+12% +$36.9K 0.12% 41
2024
Q2 		$308K Buy
1,483
+200
+16% +$39.1K 0.12% 44
2024
Q1 		$257K Buy
1,283
+77
+6% +$13.9K 0.1% 47
2023
Q4 		$205K Buy
+1,206
New +$183K 0.11% 54

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

Dodds Wealth's JPM Position: Q2 2026 in Review

Dodds Wealth increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $43.5K and bringing the position to 1,547 shares worth $506K. The position accounts for 0.11% of the portfolio, ranked #37.

Dodds Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Dodds Wealth held 1,547 shares of JPMorgan Chase worth $506K as of Q2 2026.
  • Dodds Wealth bought 140 JPMorgan Chase shares in Q2 2026, an estimated $43.5K.
  • JPMorgan Chase made up 0.11% of Dodds Wealth's portfolio in Q2 2026, its #37 holding.
  • Dodds Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.