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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dougherty Wealth Advisers's JPM Position: Q2 2026 in Review

Dougherty Wealth Advisers held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,413 shares worth $1.44M. The position accounts for 0.79% of the portfolio, ranked #14.

Dougherty Wealth Advisers first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Dougherty Wealth Advisers held 4,413 shares of JPMorgan Chase worth $1.44M as of Q2 2026.
Dougherty Wealth Advisers left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.79% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #14 holding.
Dougherty Wealth Advisers first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.