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DT Investment Partners’s JPMorgan Chase JPM Stock Holding History

DT Investment Partners’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 		$10.7M Sell
36,349
-1,351
-4% -$410K 0.89% 27
2025
Q4 		$12.1M Buy
37,700
+260
+0.7% +$80.5K 1.01% 24
2025
Q3 		$11.8M Sell
37,440
-417
-1% -$124K 1% 23
2025
Q2 		$11M Sell
37,857
-1,805
-5% -$461K 0.99% 21
2025
Q1 		$9.73M Sell
39,662
-1,097
-3% -$280K 0.94% 24
2024
Q4 		$9.77M Sell
40,759
-1,911
-4% -$445K 0.83% 25
2024
Q3 		$9M Buy
42,670
+332
+0.8% +$69.9K 0.73% 27
2024
Q2 		$8.56M Buy
42,338
+906
+2% +$177K 0.76% 28
2024
Q1 		$8.3M Sell
41,432
-125
-0.3% -$22.6K 0.84% 25
2023
Q4 		$7.33M Buy
41,557
+513
+1% +$77.7K 0.79% 25
2023
Q3 		$5.95M Sell
41,044
-24
-0.1% -$3.6K 0.72% 28
2023
Q2 		$6.46M Buy
41,068
+81
+0.2% +$11.1K 0.73% 28
2023
Q1 		$5.79M Buy
40,987
+1,114
+3% +$153K 0.7% 27
2022
Q4 		$5.35M Sell
39,873
-460
-1% -$58.3K 0.7% 29
2022
Q3 		$4.21M Sell
40,333
-3,208
-7% -$368K 0.69% 29
2022
Q2 		$4.9M Buy
43,541
+1,924
+5% +$238K 0.73% 28
2022
Q1 		$5.67M Buy
41,617
+3,590
+9% +$530K 0.73% 27
2021
Q4 		$6.02M Buy
38,027
+4,336
+13% +$712K 0.78% 25
2021
Q3 		$5.51M Buy
33,691
+3,692
+12% +$579K 0.74% 28
2021
Q2 		$4.67M Sell
29,999
-5,702
-16% -$896K 0.65% 29
2021
Q1 		$5.43M Sell
35,701
-3,181
-8% -$458K 0.78% 28
2020
Q4 		$4.94M Sell
38,882
-321
-0.8% -$35.9K 0.79% 27
2020
Q3 		$3.77M Hold
39,203
– – 0.54% 29
2020
Q2 		$3.69M Hold
39,203
– – 0.46% 28
2020
Q1 		$3.53M Sell
39,203
-1,674
-4% -$203K 0.57% 24
2019
Q4 		$5.7M Buy
+40,877
New +$5.24M 0.52% 41
2019
Q3 		– Sell
-1,961
Closed -$219K – 76
2019
Q2 		$219K Buy
+1,961
New +$216K 0.03% 69
2019
Q1 		– Sell
-2,368
Closed -$231K – 74
2018
Q4 		$231K Buy
2,368
+215
+10% +$22.9K 0.04% 69
2018
Q3 		$243K Sell
2,153
-230
-10% -$26.1K 0.03% 69
2018
Q2 		$248K Sell
2,383
-2,104
-47% -$231K 0.04% 68
2018
Q1 		$493K Buy
4,487
+106
+2% +$12K 0.08% 65
2017
Q4 		$469K Buy
4,381
+886
+25% +$89.7K 0.07% 64
2017
Q3 		$334K Buy
3,495
+410
+13% +$37.8K 0.06% 70
2017
Q2 		$282K Buy
+3,085
New +$266K 0.05% 63
2015
Q3 		– Sell
-7,094
Closed -$481K – 87
2015
Q2 		$481K Buy
7,094
+3,025
+74% +$198K 0.12% 78
2015
Q1 		$247K Hold
4,069
– – 0.07% 52
2014
Q4 		$255K Hold
4,069
– – 0.08% 55
2014
Q3 		$245K Sell
4,069
-3,590
-47% -$210K 0.08% 76
2014
Q2 		$441K Buy
+7,659
New +$431K 0.15% 52

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

DT Investment Partners's JPM Position: Q1 2026 in Review

DT Investment Partners reduced its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, selling an estimated $410K and leaving 36,349 shares worth $10.7M. The position accounts for 0.89% of the portfolio, ranked #27.

DT Investment Partners first reported a position in JPM in Q2 2014 and has held it in 39 quarters since. The position peaked at $12.1M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • DT Investment Partners held 36,349 shares of JPMorgan Chase worth $10.7M as of Q1 2026.
  • DT Investment Partners sold 1,351 JPMorgan Chase shares in Q1 2026, an estimated $410K.
  • JPMorgan Chase made up 0.89% of DT Investment Partners's portfolio in Q1 2026, its #27 holding.
  • DT Investment Partners first reported a position in JPMorgan Chase in Q2 2014 and has held it in 39 quarters since.
  • DT Investment Partners's JPMorgan Chase position peaked at $12.1M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.