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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Dudley Capital Management's JPM Position: Q2 2026 in Review

Dudley Capital Management increased its JPMorgan Chase (JPM) stake by 0% in Q2 2026, buying an estimated $311 and bringing the position to 24,573 shares worth $8.04M. The position accounts for 3.21% of the portfolio, ranked #6.

Dudley Capital Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Dudley Capital Management held 24,573 shares of JPMorgan Chase worth $8.04M as of Q2 2026.
  • Dudley Capital Management bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 3.21% of Dudley Capital Management's portfolio in Q2 2026, its #6 holding.
  • Dudley Capital Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.