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Dorsey Wright & Associates’s JPMorgan Chase JPM Stock Holding History

Dorsey Wright & Associates’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 		– Sell
-5,862
Closed -$1.72M – 161
2026
Q1 		$1.72M Buy
+5,862
New +$1.78M 0.21% 96

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dorsey Wright & Associates's JPM Position: Q2 2026 in Review

Dorsey Wright & Associates sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 5,862 shares — an estimated $1.72M sold.

Dorsey Wright & Associates first reported a position in JPM in Q1 2026 and held it in 1 quarter. The position peaked at $1.72M in Q1 2026. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Dorsey Wright & Associates reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Dorsey Wright & Associates sold 5,862 JPMorgan Chase shares in Q2 2026, an estimated $1.72M.
  • Dorsey Wright & Associates first reported a position in JPMorgan Chase in Q1 2026 and held it in 1 quarter.
  • Dorsey Wright & Associates's JPMorgan Chase position peaked at $1.72M in Q1 2026.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.