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Dover Advisors’s JPMorgan Chase JPM Stock Holding History

Dover Advisors’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 		$6.43M Sell
21,845
-675
-3% -$205K 2.66% 6
2025
Q4 		$7.26M Sell
22,520
-649
-3% -$201K 2.81% 5
2025
Q3 		$7.31M Sell
23,169
-7
-0% -$2.08K 2.91% 5
2025
Q2 		$6.72M Sell
23,176
-3,315
-13% -$846K 2.96% 4
2025
Q1 		$6.5M Buy
26,491
+8,891
+51% +$2.27M 2.83% 4
2024
Q4 		$4.22M Sell
17,600
-41
-0.2% -$9.55K 2.42% 6
2024
Q3 		$3.72M Buy
17,641
+264
+2% +$55.6K 2.11% 8
2024
Q2 		$3.51M Buy
17,377
+700
+4% +$137K 2.17% 7
2024
Q1 		$3.34M Buy
16,677
+8,024
+93% +$1.45M 2.29% 6
2023
Q4 		$1.47M Sell
8,653
-3,499
-29% -$530K 1.94% 15
2023
Q3 		$1.76M Buy
12,152
+30
+0.2% +$4.5K 1.78% 14
2023
Q2 		$1.76M Sell
12,122
-1,947
-14% -$268K 1.56% 16
2023
Q1 		$1.83M Buy
14,069
+3,077
+28% +$422K 1.76% 13
2022
Q4 		$1.47M Buy
+10,992
New +$1.39M 1.59% 17

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

Dover Advisors's JPM Position: Q1 2026 in Review

Dover Advisors reduced its JPMorgan Chase (JPM) stake by 3% in Q1 2026, selling an estimated $205K and leaving 21,845 shares worth $6.43M. The position accounts for 2.66% of the portfolio, ranked #6.

Dover Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.31M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Dover Advisors held 21,845 shares of JPMorgan Chase worth $6.43M as of Q1 2026.
  • Dover Advisors sold 675 JPMorgan Chase shares in Q1 2026, an estimated $205K.
  • JPMorgan Chase made up 2.66% of Dover Advisors's portfolio in Q1 2026, its #6 holding.
  • Dover Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Dover Advisors's JPMorgan Chase position peaked at $7.31M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.