Dodge & Cox’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38.3M | Sell |
117,130
-1,325
| -1% | -$411K | 0.02% | 117 |
|
|
2026
Q1 | $34.8M | Sell |
118,455
-5,950
| -5% | -$1.81M | 0.02% | 115 |
|
|
2025
Q4 | $40.1M | Sell |
124,405
-70,250
| -36% | -$21.7M | 0.02% | 112 |
|
|
2025
Q3 | $61.4M | Sell |
194,655
-73,028
| -27% | -$21.7M | 0.03% | 109 |
|
|
2025
Q2 | $77.6M | Sell |
267,683
-9,340
| -3% | -$2.38M | 0.04% | 105 |
|
|
2025
Q1 | $68M | Sell |
277,023
-16,257
| -6% | -$4.14M | 0.04% | 101 |
|
|
2024
Q4 | $70.3M | Sell |
293,280
-10,295
| -3% | -$2.4M | 0.04% | 103 |
|
|
2024
Q3 | $64M | Sell |
303,575
-4,340
| -1% | -$914K | 0.04% | 103 |
|
|
2024
Q2 | $62.3M | Sell |
307,915
-12,650
| -4% | -$2.47M | 0.04% | 101 |
|
|
2024
Q1 | $64.2M | Sell |
320,565
-4,970
| -2% | -$897K | 0.04% | 102 |
|
|
2023
Q4 | $55.4M | Sell |
325,535
-4,975
| -2% | -$754K | 0.04% | 101 |
|
|
2023
Q3 | $47.9M | Sell |
330,510
-15,875
| -5% | -$2.38M | 0.03% | 101 |
|
|
2023
Q2 | $50.4M | Sell |
346,385
-16,415
| -5% | -$2.26M | 0.03% | 97 |
|
|
2023
Q1 | $47.3M | Sell |
362,800
-51,200
| -12% | -$7.02M | 0.03% | 97 |
|
|
2022
Q4 | $55.5M | Sell |
414,000
-38,360
| -8% | -$4.86M | 0.04% | 97 |
|
|
2022
Q3 | $47.3M | Sell |
452,360
-12,050
| -3% | -$1.38M | 0.04% | 99 |
|
|
2022
Q2 | $52.3M | Sell |
464,410
-21,086
| -4% | -$2.61M | 0.04% | 96 |
|
|
2022
Q1 | $66.2M | Sell |
485,496
-39,340
| -7% | -$5.81M | 0.04% | 93 |
|
|
2021
Q4 | $83.1M | Sell |
524,836
-29,605
| -5% | -$4.86M | 0.05% | 90 |
|
|
2021
Q3 | $90.8M | Sell |
554,441
-57,188
| -9% | -$8.97M | 0.06% | 86 |
|
|
2021
Q2 | $95.1M | Sell |
611,629
-588,458
| -49% | -$92.4M | 0.06% | 84 |
|
|
2021
Q1 | $183M | Sell |
1,200,087
-10,954,367
| -90% | -$1.58B | 0.13% | 81 |
|
|
2020
Q4 | $1.54B | Sell |
12,154,454
-480,748
| -4% | -$53.7M | 1.22% | 33 |
|
|
2020
Q3 | $1.22B | Sell |
12,635,202
-43,814
| -0.3% | -$4.3M | 1.11% | 30 |
|
|
2020
Q2 | $1.19B | Sell |
12,679,016
-836,609
| -6% | -$79.4M | 1.1% | 34 |
|
|
2020
Q1 | $1.22B | Sell |
13,515,625
-550,068
| -4% | -$66.8M | 1.32% | 33 |
|
|
2019
Q4 | $1.96B | Sell |
14,065,693
-7,250,217
| -34% | -$930M | 1.5% | 28 |
|
|
2019
Q3 | $2.51B | Sell |
21,315,910
-3,669,709
| -15% | -$415M | 2.06% | 17 |
|
|
2019
Q2 | $2.79B | Buy |
24,985,619
+42,854
| +0.2% | +$4.72M | 2.26% | 12 |
|
|
2019
Q1 | $2.52B | Buy |
24,942,765
+134,367
| +0.5% | +$13.8M | 2.07% | 14 |
|
|
2018
Q4 | $2.42B | Sell |
24,808,398
-128,354
| -0.5% | -$13.7M | 2.22% | 15 |
|
|
2018
Q3 | $2.81B | Sell |
24,936,752
-130,450
| -0.5% | -$14.8M | 2.15% | 15 |
|
|
2018
Q2 | $2.61B | Sell |
25,067,202
-196,888
| -0.8% | -$21.6M | 2.09% | 16 |
|
|
2018
Q1 | $2.78B | Sell |
25,264,090
-463,129
| -2% | -$52.4M | 2.24% | 14 |
|
|
2017
Q4 | $2.75B | Sell |
25,727,219
-112,078
| -0.4% | -$11.3M | 2.13% | 14 |
|
|
2017
Q3 | $2.47B | Sell |
25,839,297
-265,743
| -1% | -$24.5M | 1.99% | 16 |
|
|
2017
Q2 | $2.39B | Sell |
26,105,040
-262,850
| -1% | -$22.7M | 2.01% | 17 |
|
|
2017
Q1 | $2.32B | Sell |
26,367,890
-258,789
| -1% | -$22.8M | 1.97% | 15 |
|
|
2016
Q4 | $2.3B | Sell |
26,626,679
-1,893,990
| -7% | -$144M | 2.04% | 16 |
|
|
2016
Q3 | $1.9B | Buy |
28,520,669
+688,070
| +2% | +$44.9M | 1.78% | 20 |
|
|
2016
Q2 | $1.73B | Buy |
27,832,599
+1,415,650
| +5% | +$88.4M | 1.71% | 23 |
|
|
2016
Q1 | $1.56B | Buy |
26,416,949
+78,910
| +0.3% | +$4.61M | 1.53% | 25 |
|
|
2015
Q4 | $1.74B | Sell |
26,338,039
-341,568
| -1% | -$22.2M | 1.71% | 25 |
|
|
2015
Q3 | $1.63B | Buy |
26,679,607
+503,540
| +2% | +$33M | 1.64% | 25 |
|
|
2015
Q2 | $1.77B | Buy |
26,176,067
+2,282,162
| +10% | +$149M | 1.6% | 23 |
|
|
2015
Q1 | $1.45B | Buy |
23,893,905
+136,000
| +0.6% | +$8.05M | 1.33% | 30 |
|
|
2014
Q4 | $1.49B | Buy |
23,757,905
+3,741,041
| +19% | +$225M | 1.38% | 27 |
|
|
2014
Q3 | $1.21B | Sell |
20,016,864
-8,869
| -0% | -$518K | 1.15% | 33 |
|
|
2014
Q2 | $1.15B | Buy |
20,025,733
+2,642,350
| +15% | +$149M | 1.1% | 34 |
|
|
2014
Q1 | $1.06B | Buy |
17,383,383
+5,420,714
| +45% | +$313M | 1.08% | 34 |
|
|
2013
Q4 | $700M | Sell |
11,962,669
-118,050
| -1% | -$6.47M | 0.73% | 44 |
|
|
2013
Q3 | $624M | Buy |
12,080,719
+594,517
| +5% | +$31.9M | 0.71% | 47 |
|
|
2013
Q2 | $606M | Buy |
+11,486,202
| New | +$584M | 0.72% | 45 |
|
Other funds holding JPM
Dodge & Cox's JPM Position: Q2 2026 in Review
Dodge & Cox reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $411K and leaving 117,130 shares worth $38.3M. The position accounts for 0.02% of the portfolio, ranked #117.
Dodge & Cox first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.81B in Q3 2018. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Dodge & Cox held 117,130 shares of JPMorgan Chase worth $38.3M as of Q2 2026.
- Dodge & Cox sold 1,325 JPMorgan Chase shares in Q2 2026, an estimated $411K.
- JPMorgan Chase made up 0.02% of Dodge & Cox's portfolio in Q2 2026, its #117 holding.
- Dodge & Cox first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Dodge & Cox's JPMorgan Chase position peaked at $2.81B in Q3 2018.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.