Doheny Asset Management’s JPMorgan Chase JPM Stock Holding History

Doheny Asset 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 Q1	$1.18M	Hold	4,024	–	–	0.77%	31
2025 Q4	$1.3M	Hold	4,024	–	–	0.79%	30
2025 Q3	$1.27M	Hold	4,024	–	–	0.81%	31
2025 Q2	$1.17M	Hold	4,024	–	–	0.82%	32
2025 Q1	$987K	Buy	4,024 +98	+2%	+$25K	0.77%	34
2024 Q4	$941K	Hold	3,926	–	–	0.7%	36
2024 Q3	$828K	Sell	3,926 -979	-20%	-$206K	0.57%	40
2024 Q2	$992K	Hold	4,905	–	–	0.71%	37
2024 Q1	$982K	Hold	4,905	–	–	0.81%	33
2023 Q4	$834K	Sell	4,905 -1,000	-17%	-$152K	0.82%	33
2023 Q3	$856K	Hold	5,905	–	–	0.83%	37
2023 Q2	$859K	Hold	5,905	–	–	0.74%	38
2023 Q1	$769K	Buy	5,905 +1,801	+44%	+$247K	0.69%	43
2022 Q4	$550K	Sell	4,104 -1,966	-32%	-$249K	0.64%	45
2022 Q3	$634K	Buy	+6,070	New	+$697K	0.64%	44
2022 Q1	$1.01M	Buy	7,405 +50	+0.7%	+$7.38K	0.74%	42
2021 Q4	$1.17M	Sell	7,355 -334	-4%	-$54.9K	0.82%	39
2021 Q3	$1.26M	Hold	7,689	–	–	0.9%	39
2021 Q2	$1.2M	Sell	7,689 -200	-3%	-$31.4K	0.77%	44
2021 Q1	$1.2M	Hold	7,889	–	–	0.81%	45
2020 Q4	$1M	Sell	7,889 -275	-3%	-$30.7K	0.7%	40
2020 Q3	$786K	Buy	8,164 +4,385	+116%	+$431K	0.65%	45
2020 Q2	$355K	Sell	3,779 -4,000	-51%	-$380K	0.34%	63
2020 Q1	$1.08M	Hold	7,779	–	–	0.86%	44
2019 Q4	$1.08M	Sell	7,779 -100	-1%	-$12.8K	0.86%	44
2019 Q3	$927K	Sell	7,879 -500	-6%	-$56.6K	0.8%	44
2019 Q2	$937K	Buy	8,379 +2,325	+38%	+$256K	0.78%	44
2019 Q1	$613K	Buy	6,054 +500	+9%	+$51.5K	0.52%	55
2018 Q4	$542K	Sell	5,554 -579	-9%	-$61.7K	0.4%	56
2018 Q3	$692K	Hold	6,133	–	–	0.36%	65
2018 Q2	$639K	Hold	6,133	–	–	0.35%	64
2018 Q1	$674K	Hold	6,133	–	–	0.35%	61
2017 Q4	$656K	Buy	6,133 +1,221	+25%	+$124K	0.31%	72
2017 Q3	$469K	Hold	4,912	–	–	0.22%	79
2017 Q2	$449K	Sell	4,912 -50	-1%	-$4.31K	0.21%	75
2017 Q1	$436K	Sell	4,962 -620	-11%	-$54.7K	0.2%	76
2016 Q4	$482K	Buy	5,582 +2,480	+80%	+$189K	0.23%	73
2016 Q3	$207K	Sell	3,102 -200	-6%	-$13K	0.11%	102
2016 Q2	$205K	Sell	3,302 -650	-16%	-$40.6K	0.1%	102
2016 Q1	$234K	Hold	3,952	–	–	0.12%	92
2015 Q4	$261K	Hold	3,952	–	–	0.13%	93
2015 Q3	$241K	Sell	3,952 -100	-2%	-$6.55K	0.12%	95
2015 Q2	$275K	Buy	+4,052	New	+$265K	0.12%	98

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Doheny Asset Management's JPM Position: Q1 2026 in Review

Doheny Asset Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 4,024 shares worth $1.18M. The position accounts for 0.77% of the portfolio, ranked #31.

Doheny Asset Management first reported a position in JPM in Q2 2015 and has held it in 43 quarters since. The position peaked at $1.3M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Doheny Asset Management held 4,024 shares of JPMorgan Chase worth $1.18M as of Q1 2026.
Doheny Asset Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.77% of Doheny Asset Management's portfolio in Q1 2026, its #31 holding.
Doheny Asset Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 43 quarters since.
Doheny Asset Management's JPMorgan Chase position peaked at $1.3M in Q4 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.