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Doliver Advisors’s JPMorgan Chase JPM Stock Holding History

Doliver Advisors’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
2022
Q1 		– Sell
-2,000
Closed -$305K – 178
2021
Q4 		$305K Buy
+2,000
New +$328K 0.1% 128
2021
Q1 		– Sell
-4,000
Closed -$7K – 142
2020
Q4 		$7K Buy
+4,000
New +$447K ﹤0.01% 134

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Doliver Advisors's JPM Position: Q2 2026 in Review

Doliver Advisors reduced its JPMorgan Chase (JPM) stake by 0.11% in Q2 2026, selling an estimated $7.76K and leaving 21,802 shares worth $7.14M. The position accounts for 1.61% of the portfolio, ranked #9.

Doliver Advisors first reported a position in JPM in Q2 2017 and has held it in 37 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Doliver Advisors held 21,802 shares of JPMorgan Chase worth $7.14M as of Q2 2026.
  • Doliver Advisors sold 25 JPMorgan Chase shares in Q2 2026, an estimated $7.76K.
  • JPMorgan Chase made up 1.61% of Doliver Advisors's portfolio in Q2 2026, its #9 holding.
  • Doliver Advisors first reported a position in JPMorgan Chase in Q2 2017 and has held it in 37 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.