Dougherty Wealth Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.46M | Hold |
4,413
| – | – | 0.79% | 13 |
|
|
2026
Q2 | $1.44M | Hold |
4,413
| – | – | 0.79% | 14 |
|
|
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
Dougherty Wealth Advisers's JPM Position: Q3 2026 in Review
Dougherty Wealth Advisers held its JPMorgan Chase (JPM) position steady in Q3 2026 at 4,413 shares worth $1.46M. The position accounts for 0.79% of the portfolio, ranked #13.
Dougherty Wealth Advisers first reported a position in JPM in Q4 2018 and has held it in 32 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.
- Dougherty Wealth Advisers held 4,413 shares of JPMorgan Chase worth $1.46M as of Q3 2026.
- Dougherty Wealth Advisers left its JPMorgan Chase share count unchanged in Q3 2026.
- JPMorgan Chase made up 0.79% of Dougherty Wealth Advisers's portfolio in Q3 2026, its #13 holding.
- Dougherty Wealth Advisers first reported a position in JPMorgan Chase in Q4 2018 and has held it in 32 quarters since.
- 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.
Based on Dougherty Wealth Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.