DL
JPM icon

DOHJ LLC’s JPMorgan Chase JPM Stock Holding History

DOHJ LLC’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
2025
Q3 		– Sell
-11,490
Closed -$2.77M – 74
2025
Q2 		$2.77M Buy
11,490
+1,560
+16% +$398K 0.8% 35
2025
Q1 		$2.44M Buy
9,930
+166
+2% +$42.3K 0.56% 43
2024
Q4 		$2.34M Buy
9,764
+416
+4% +$96.9K 0.54% 47
2024
Q3 		$1.94M Buy
9,348
+328
+4% +$69.1K 0.45% 56
2024
Q2 		$1.82M Buy
9,020
+359
+4% +$70.2K 0.46% 56
2024
Q1 		$1.73M Buy
8,661
+109
+1% +$19.7K 0.46% 53
2023
Q4 		$1.45M Sell
8,552
-1,267
-13% -$192K 0.43% 59
2023
Q3 		$1.41M Buy
9,819
+382
+4% +$57.3K 0.63% 42
2023
Q2 		$1.37M Buy
9,437
+834
+10% +$115K 0.59% 42
2023
Q1 		$1.12M Sell
8,603
-1,604
-16% -$220K 0.57% 41
2022
Q4 		$1.37M Buy
10,207
+264
+3% +$33.5K 0.77% 39
2022
Q3 		$1.04M Buy
9,943
+675
+7% +$77.5K 0.7% 33
2022
Q2 		$1.04M Buy
9,268
+287
+3% +$35.6K 0.59% 39
2022
Q1 		$1.22M Buy
8,981
+4,139
+85% +$611K 0.59% 39
2021
Q4 		$767K Buy
4,842
+159
+3% +$26.1K 0.34% 60
2021
Q3 		$796K Buy
4,683
+12
+0.3% +$1.88K 0.38% 62
2021
Q2 		$727K Sell
4,671
-300
-6% -$47.1K 0.38% 61
2021
Q1 		$757K Buy
4,971
+24
+0.5% +$3.45K 0.44% 52
2020
Q4 		$684K Sell
4,947
-121
-2% -$13.5K 0.4% 51
2020
Q3 		$529K Sell
5,068
-4,559
-47% -$448K 0.33% 51
2020
Q2 		$920K Sell
9,627
-5,016
-34% -$476K 0.63% 47
2020
Q1 		$1.32M Buy
14,643
+1,940
+15% +$236K 1.28% 28
2019
Q4 		$1.77M Buy
+12,703
New +$1.63M 1.57% 19

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

DOHJ LLC's JPM Position: Q3 2025 in Review

DOHJ LLC sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 11,490 shares — an estimated $2.77M sold.

DOHJ LLC first reported a position in JPM in Q4 2019 and held it in 23 quarters. The position peaked at $2.77M in Q2 2025. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • DOHJ LLC reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 11,490 JPMorgan Chase shares in Q3 2025, an estimated $2.77M.
  • DOHJ LLC first reported a position in JPMorgan Chase in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's JPMorgan Chase position peaked at $2.77M in Q2 2025.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.