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DSG Capital Advisors’s JPMorgan Chase JPM Stock Holding History

DSG Capital 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
Q2 		$24.4M Sell
71,163
-196
-0.3% -$60.9K 3.47% 9
2026
Q1 		$21M Sell
71,359
-32
-0% -$9.71K 3.36% 8
2025
Q4 		$22.1M Buy
71,391
+1,110
+2% +$344K 3.36% 8
2025
Q3 		$22.2M Buy
70,281
+1,658
+2% +$493K 3.53% 7
2025
Q2 		$19.9M Buy
68,623
+1,405
+2% +$359K 3.54% 6
2025
Q1 		$16.5M Buy
67,218
+380
+0.6% +$96.9K 3.33% 7
2024
Q4 		$16M Buy
+66,838
New +$15.6M 2.9% 9

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DSG Capital Advisors's JPM Position: Q2 2026 in Review

DSG Capital Advisors reduced its JPMorgan Chase (JPM) stake by 0.27% in Q2 2026, selling an estimated $60.9K and leaving 71,163 shares worth $24.4M. The position accounts for 3.47% of the portfolio, ranked #9.

DSG Capital Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • DSG Capital Advisors held 71,163 shares of JPMorgan Chase worth $24.4M as of Q2 2026.
  • DSG Capital Advisors sold 196 JPMorgan Chase shares in Q2 2026, an estimated $60.9K.
  • JPMorgan Chase made up 3.47% of DSG Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • DSG Capital Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.