Duncan Williams Asset Management’s JPMorgan Chase JPM Stock Holding History

Duncan Williams Asset 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	$601K	Sell	1,835 -13	-0.7%	-$4.04K	0.14%	87
2026 Q1	$544K	Sell	1,848 -47	-2%	-$14.3K	0.15%	90
2025 Q4	$601K	Buy	1,895 +7	+0.4%	+$2.17K	0.15%	88
2025 Q3	$596K	Sell	1,888 -9	-0.5%	-$2.68K	0.17%	90
2025 Q2	$550K	Buy	1,897 +10	+0.5%	+$2.55K	0.17%	87
2025 Q1	$463K	Hold	1,887	–	–	0.17%	87
2024 Q4	$452K	Buy	1,887 +778	+70%	+$181K	0.18%	90
2024 Q3	$234K	Buy	+1,109	New	+$234K	0.13%	112

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Duncan Williams Asset Management's JPM Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its JPMorgan Chase (JPM) stake by 0.7% in Q2 2026, selling an estimated $4.04K and leaving 1,835 shares worth $601K. The position accounts for 0.14% of the portfolio, ranked #87.

Duncan Williams Asset Management first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $601K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Duncan Williams Asset Management held 1,835 shares of JPMorgan Chase worth $601K as of Q2 2026.
Duncan Williams Asset Management sold 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
JPMorgan Chase made up 0.14% of Duncan Williams Asset Management's portfolio in Q2 2026, its #87 holding.
Duncan Williams Asset Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Duncan Williams Asset Management's JPMorgan Chase position peaked at $601K in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.