Donoghue Forlines
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Donoghue Forlines’s JPMorgan Chase JPM Stock Holding History

Donoghue Forlines’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
Q3 		$1.36M Buy
+4,103
New +$1.44M 0.34% 105
2020
Q1 		– Sell
-16,574
Closed -$2.31M – 108
2019
Q4 		$2.31M Buy
+16,574
New +$2.13M 0.36% 83

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Donoghue Forlines's JPM Position: Q3 2026 in Review

Donoghue Forlines opened a new position in JPMorgan Chase (JPM) in Q3 2026: 4,103 shares worth $1.36M. The stake represents 0.34% of the portfolio and ranks #105 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in JPM as recently as Q4 2019.

Donoghue Forlines first reported a position in JPM in Q4 2019 and has held it in 2 quarters since. The position peaked at $2.31M in Q4 2019. 3,572 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Donoghue Forlines held 4,103 shares of JPMorgan Chase worth $1.36M as of Q3 2026.
  • JPMorgan Chase was a new Donoghue Forlines position in Q3 2026.
  • JPMorgan Chase made up 0.34% of Donoghue Forlines's portfolio in Q3 2026, its #105 holding.
  • Donoghue Forlines first reported a position in JPMorgan Chase in Q4 2019 and has held it in 2 quarters since.
  • Donoghue Forlines's JPMorgan Chase position peaked at $2.31M in Q4 2019.
  • 3,572 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.