Dogwood Wealth Management’s JPMorgan Chase JPM Stock Holding History

Dogwood Wealth Management’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	$1.01M	Sell	3,081 -929	-23%	-$288K	0.4%	35
2026 Q1	$1.18M	Sell	4,010 -623	-13%	-$189K	0.51%	36
2025 Q4	$1.49M	Sell	4,633 -545	-11%	-$169K	0.66%	35
2025 Q3	$1.63M	Sell	5,178 -849	-14%	-$253K	0.74%	34
2025 Q2	$1.7M	Buy	6,027 +142	+2%	+$36.2K	0.83%	32
2025 Q1	$1.44M	Buy	5,885 +174	+3%	+$44.4K	0.76%	35
2024 Q4	$1.37M	Buy	5,711 +802	+16%	+$187K	0.72%	37
2024 Q3	$1.04M	Buy	4,909 +1,465	+43%	+$309K	0.6%	37
2024 Q2	$697K	Buy	3,444 +828	+32%	+$162K	0.43%	40
2024 Q1	$524K	Buy	2,616 +183	+8%	+$33K	0.35%	44
2023 Q4	$414K	Buy	+2,433	New	+$369K	0.32%	54

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

Dogwood Wealth Management's JPM Position: Q2 2026 in Review

Dogwood Wealth Management reduced its JPMorgan Chase (JPM) stake by 23% in Q2 2026, selling an estimated $288K and leaving 3,081 shares worth $1.01M. The position accounts for 0.4% of the portfolio, ranked #35.

Dogwood Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q2 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Dogwood Wealth Management held 3,081 shares of JPMorgan Chase worth $1.01M as of Q2 2026.
Dogwood Wealth Management sold 929 JPMorgan Chase shares in Q2 2026, an estimated $288K.
JPMorgan Chase made up 0.4% of Dogwood Wealth Management's portfolio in Q2 2026, its #35 holding.
Dogwood Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's JPMorgan Chase position peaked at $1.7M in Q2 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.