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Dudley Capital Management’s JPMorgan Chase JPM Stock Holding History

Dudley Capital Management’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 		$8.13M Hold
24,573
– – 3.15% 7
2026
Q2 		$8.04M Buy
24,573
+1
+0% +$311 3.21% 6
2026
Q1 		$7.23M Sell
24,572
-235
-0.9% -$71.3K 3.19% 8
2025
Q4 		$7.99M Sell
24,807
-24
-0.1% -$7.43K 3.48% 6
2025
Q3 		$7.83M Hold
24,831
– – 3.52% 5
2025
Q2 		$7.2M Sell
24,831
-20
-0.1% -$5.1K 3.59% 4
2025
Q1 		$6.1M Sell
24,851
-79
-0.3% -$20.1K 3.19% 6
2024
Q4 		$5.98M Buy
24,930
+69
+0.3% +$16.1K 3.01% 7
2024
Q3 		$5.24M Buy
24,861
+64
+0.3% +$13.5K 2.71% 8
2024
Q2 		$5.02M Buy
24,797
+1,450
+6% +$283K 2.78% 8
2024
Q1 		$4.64M Buy
23,347
+545
+2% +$98.3K 2.71% 8
2023
Q4 		$3.88M Buy
22,802
+5
+0% +$758 2.47% 8
2023
Q3 		$3.31M Sell
22,797
-892
-4% -$134K 2.32% 10
2023
Q2 		$3.45M Sell
23,689
-320
-1% -$44K 2.32% 8
2023
Q1 		$3.13M Sell
24,009
-10
-0% -$1.37K 2.13% 8
2022
Q4 		$3.22M Buy
+24,019
New +$3.04M 2.25% 8

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

Dudley Capital Management's JPM Position: Q3 2026 in Review

Dudley Capital Management held its JPMorgan Chase (JPM) position steady in Q3 2026 at 24,573 shares worth $8.13M. The position accounts for 3.15% of the portfolio, ranked #7.

Dudley Capital Management first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Dudley Capital Management held 24,573 shares of JPMorgan Chase worth $8.13M as of Q3 2026.
  • Dudley Capital Management left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 3.15% of Dudley Capital Management's portfolio in Q3 2026, its #7 holding.
  • Dudley Capital Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.