DRW Securities
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DRW Securities’s JPMorgan Chase JPM Stock Holding History

DRW Securities’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
Q3 		– Sell
-52,400
Closed -$17.2M – 1111
2026
Q2 		$17.2M Buy
+52,400
New +$16.3M 0.42% 42
2026
Q1 		– Sell
-800
Closed -$258K – 1530
2025
Q4 		$258K Sell
800
-2,600
-76% -$805K 0.01% 770
2025
Q3 		$1.07M Sell
3,400
-10,500
-76% -$3.12M 0.02% 379
2025
Q2 		$4.03M Buy
13,900
+11,100
+396% +$2.83M 0.09% 123
2025
Q1 		$687K Sell
2,800
-12,400
-82% -$3.16M 0.02% 305
2024
Q4 		$3.64M Buy
+15,200
New +$3.54M 0.12% 105
2024
Q3 		– Sell
-20,000
Closed -$4.05M – 646
2024
Q2 		$4.05M Buy
20,000
+18,200
+1,011% +$3.56M 0.16% 99
2024
Q1 		$361K Buy
+1,800
New +$325K 0.01% 256
2023
Q3 		– Sell
-6,200
Closed -$902K – 408
2023
Q2 		$902K Sell
6,200
-194,600
-97% -$26.8M 0.02% 165
2023
Q1 		$26.2M Buy
200,800
+47,500
+31% +$6.51M 0.43% 27
2022
Q4 		$20.6M Sell
153,300
-2,300
-1% -$291K 0.55% 22
2022
Q3 		$16.3M Buy
155,600
+94,800
+156% +$10.9M 0.34% 29
2022
Q2 		$6.85M Buy
60,800
+29,000
+91% +$3.59M 0.17% 42
2022
Q1 		$4.34M Buy
31,800
+21,400
+206% +$3.16M 0.12% 65
2021
Q4 		$1.65M Buy
10,400
+400
+4% +$65.7K 0.05% 77
2021
Q3 		$1.64M Buy
10,000
+5,000
+100% +$784K 0.07% 84
2021
Q2 		$778K Buy
+5,000
New +$785K 0.02% 140

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

DRW Securities's JPM Position: Q3 2026 in Review

DRW Securities reduced its JPMorgan Chase (JPM) stake by 38% in Q3 2026, selling an estimated $3.78M and leaving 17,958 shares worth $5.94M. The position accounts for ﹤0.01% of the portfolio, ranked #130.

DRW Securities first reported a position in JPM in Q1 2014 and has held it in 27 quarters since. The position peaked at $15.6M in Q3 2025. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • DRW Securities held 17,958 shares of JPMorgan Chase worth $5.94M as of Q3 2026.
  • DRW Securities sold 10,798 JPMorgan Chase shares in Q3 2026, an estimated $3.78M.
  • JPMorgan Chase made up ﹤0.01% of DRW Securities's portfolio in Q3 2026, its #130 holding.
  • DRW Securities first reported a position in JPMorgan Chase in Q1 2014 and has held it in 27 quarters since.
  • DRW Securities's JPMorgan Chase position peaked at $15.6M in Q3 2025.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on DRW Securities's 13F filing for Q3 2026, filed 13 Nov 2026.