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Dougherty Wealth Advisers’s JPMorgan Chase JPM Stock Holding History

Dougherty Wealth Advisers’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 		$1.3M Buy
4,413
+729
+20% +$221K 0.82% 13
2025
Q4 		$1.19M Hold
3,684
– – 0.67% 16
2025
Q3 		$1.16M Sell
3,684
-15
-0.4% -$4.46K 0.75% 14
2025
Q2 		$1.07M Hold
3,699
– – 0.71% 16
2025
Q1 		$907K Hold
3,699
– – 0.67% 15
2024
Q4 		$887K Hold
3,699
– – 0.69% 15
2024
Q3 		$780K Sell
3,699
-50
-1% -$10.5K 0.62% 16
2024
Q2 		$758K Buy
3,749
+75
+2% +$14.7K 0.66% 17
2024
Q1 		$736K Hold
3,674
– – 0.65% 15
2023
Q4 		$625K Hold
3,674
– – 0.57% 21
2023
Q3 		$533K Hold
3,674
– – 0.62% 18
2023
Q2 		$534K Hold
3,674
– – 0.73% 17
2023
Q1 		$479K Hold
3,674
– – 0.72% 17
2022
Q4 		$493K Hold
3,674
– – 0.81% 18
2022
Q3 		$384K Hold
3,674
– – 0.76% 16
2022
Q2 		$414K Hold
3,674
– – 0.77% 15
2022
Q1 		$501K Hold
3,674
– – 0.76% 15
2021
Q4 		$582K Hold
3,674
– – 0.81% 17
2021
Q3 		$601K Hold
3,674
– – 0.89% 15
2021
Q2 		$571K Hold
3,674
– – 0.84% 16
2021
Q1 		$559K Hold
3,674
– – 0.84% 15
2020
Q4 		$467K Hold
3,674
– – 0.73% 19
2020
Q3 		$354K Sell
3,674
-7
-0.2% -$687 1.22% 23
2020
Q2 		$346K Buy
3,681
+7
+0.2% +$664 1.27% 20
2020
Q1 		$331K Hold
3,674
– – 1.32% 18
2019
Q4 		$512K Hold
3,674
– – 1.56% 13
2019
Q3 		$432K Sell
3,674
-660
-15% -$74.7K 1.42% 14
2019
Q2 		$485K Buy
4,334
+660
+18% +$72.8K 1.37% 18
2019
Q1 		$372K Sell
3,674
-660
-15% -$68K 1.26% 17
2018
Q4 		$444K Buy
+4,334
New +$462K 1.46% 16

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dougherty Wealth Advisers's JPM Position: Q1 2026 in Review

Dougherty Wealth Advisers increased its JPMorgan Chase (JPM) stake by 20% in Q1 2026, buying an estimated $221K and bringing the position to 4,413 shares worth $1.3M. The position accounts for 0.82% of the portfolio, ranked #13.

Dougherty Wealth Advisers first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Dougherty Wealth Advisers held 4,413 shares of JPMorgan Chase worth $1.3M as of Q1 2026.
  • Dougherty Wealth Advisers bought 729 JPMorgan Chase shares in Q1 2026, an estimated $221K.
  • JPMorgan Chase made up 0.82% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #13 holding.
  • Dougherty Wealth Advisers first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.