DBIA
JPM icon

Dumont & Blake Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Dumont & Blake Investment 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
Q1 		$4.37M Sell
14,857
-298
-2% -$90.4K 1.09% 21
2025
Q4 		$4.88M Sell
15,155
-96
-0.6% -$29.7K 1.17% 19
2025
Q3 		$4.81M Sell
15,251
-164
-1% -$48.8K 1.17% 18
2025
Q2 		$4.47M Sell
15,415
-15
-0.1% -$3.83K 1.17% 16
2025
Q1 		$3.78M Sell
15,430
-1
-0% -$255 1.06% 17
2024
Q4 		$3.7M Sell
15,431
-2,373
-13% -$553K 0.99% 19
2024
Q3 		$3.75M Sell
17,804
-17,892
-50% -$3.77M 1% 17
2024
Q2 		$7.22M Buy
35,696
+17,817
+100% +$3.48M 1.02% 16
2024
Q1 		$3.58M Sell
17,879
-2
-0% -$361 1.03% 16
2023
Q4 		$3.04M Sell
17,881
-1,195
-6% -$181K 0.94% 19
2023
Q3 		$2.77M Sell
19,076
-47
-0.2% -$7.04K 0.94% 20
2023
Q2 		$2.78M Sell
19,123
-991
-5% -$136K 0.9% 18
2023
Q1 		$2.62M Sell
20,114
-150
-0.7% -$20.6K 0.89% 21
2022
Q4 		$2.72M Sell
20,264
-124
-0.6% -$15.7K 0.96% 19
2022
Q3 		$2.13M Buy
20,388
+661
+3% +$75.9K 0.8% 30
2022
Q2 		$2.22M Buy
19,727
+141
+0.7% +$17.5K 0.73% 36
2022
Q1 		$2.67M Buy
19,586
+82
+0.4% +$12.1K 0.73% 31
2021
Q4 		$3.09M Sell
19,504
-148
-0.8% -$24.3K 0.8% 28
2021
Q3 		$3.22M Sell
19,652
-150
-0.8% -$23.5K 0.92% 24
2021
Q2 		$3.08M Buy
19,802
+89
+0.5% +$14K 0.88% 25
2021
Q1 		$3M Buy
19,713
+137
+0.7% +$19.7K 0.92% 23
2020
Q4 		$2.49M Sell
19,576
-694
-3% -$77.6K 0.85% 27
2020
Q3 		$1.95M Buy
20,270
+214
+1% +$21K 0.74% 34
2020
Q2 		$1.89M Buy
20,056
+125
+0.6% +$11.9K 0.79% 35
2020
Q1 		$1.79M Sell
19,931
-12
-0.1% -$1.46K 0.92% 29
2019
Q4 		$2.78M Sell
19,943
-3,422
-15% -$439K 1.09% 20
2019
Q3 		$2.75M Sell
23,365
-251
-1% -$28.4K 1.16% 19
2019
Q2 		$2.64M Buy
23,616
+150
+0.6% +$16.5K 1.1% 21
2019
Q1 		$2.38M Buy
23,466
+345
+1% +$35.5K 1.01% 22
2018
Q4 		$2.26M Sell
23,121
-1,295
-5% -$138K 1.06% 21
2018
Q3 		$2.75M Buy
24,416
+530
+2% +$60.2K 1.07% 21
2018
Q2 		$2.49M Sell
23,886
-3,045
-11% -$334K 1.04% 22
2018
Q1 		$2.96M Sell
26,931
-110
-0.4% -$12.5K 1.26% 16
2017
Q4 		$2.89M Sell
27,041
-1,210
-4% -$123K 1.17% 17
2017
Q3 		$2.7M Sell
28,251
-5,924
-17% -$546K 1.16% 19
2017
Q2 		$3.12M Sell
34,175
-130
-0.4% -$11.2K 1.38% 14
2017
Q1 		$3.01M Buy
34,305
+140
+0.4% +$12.4K 1.36% 16
2016
Q4 		$2.95M Sell
34,165
-210
-0.6% -$16K 1.38% 15
2016
Q3 		$2.29M Hold
34,375
– – 1.12% 20
2016
Q2 		$2.14M Sell
34,375
-740
-2% -$46.2K 1.07% 21
2016
Q1 		$2.08M Sell
35,115
-815
-2% -$47.6K 1.08% 22
2015
Q4 		$2.37M Hold
35,930
– – 1.21% 18
2015
Q3 		$2.19M Sell
35,930
-450
-1% -$29.5K 1.18% 20
2015
Q2 		$2.46M Buy
36,380
+200
+0.6% +$13.1K 1.2% 19
2015
Q1 		$2.19M Buy
36,180
+465
+1% +$27.5K 1.06% 23
2014
Q4 		$2.23M Sell
35,715
-225
-0.6% -$13.5K 1.11% 21
2014
Q3 		$2.17M Sell
35,940
-100
-0.3% -$5.85K 1.12% 21
2014
Q2 		$2.08M Sell
36,040
-125
-0.3% -$7.03K 1.04% 26
2014
Q1 		$2.2M Sell
36,165
-1,100
-3% -$63.6K 1.14% 20
2013
Q4 		$2.18M Sell
37,265
-3,757
-9% -$206K 1.12% 19
2013
Q3 		$2.12M Buy
41,022
+305
+0.7% +$16.4K 1.01% 26
2013
Q2 		$2.15M Buy
+40,717
New +$2.07M 1.29% 16

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

Dumont & Blake Investment Advisors's JPM Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $90.4K and leaving 14,857 shares worth $4.37M. The position accounts for 1.09% of the portfolio, ranked #21.

Dumont & Blake Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.22M in Q2 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Dumont & Blake Investment Advisors held 14,857 shares of JPMorgan Chase worth $4.37M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 298 JPMorgan Chase shares in Q1 2026, an estimated $90.4K.
  • JPMorgan Chase made up 1.09% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • Dumont & Blake Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Dumont & Blake Investment Advisors's JPMorgan Chase position peaked at $7.22M in Q2 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.