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Dunhill Financial’s JPMorgan Chase JPM Stock Holding History

Dunhill Financial’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 		$857K Sell
2,617
-2,389
-48% -$742K 0.18% 59
2026
Q1 		$674K Buy
5,006
+3,182
+174% +$966K 0.16% 61
2025
Q4 		$485K Buy
1,824
+365
+25% +$113K 0.12% 67
2025
Q3 		$460K Buy
1,459
+127
+10% +$37.8K 0.12% 63
2025
Q2 		$374K Buy
1,332
+708
+113% +$181K 0.11% 72
2025
Q1 		$153K Sell
624
-111
-15% -$28.3K 0.07% 113
2024
Q4 		$176K Buy
735
+138
+23% +$32.1K 0.08% 100
2024
Q3 		$126K Sell
597
-123
-17% -$25.9K 0.06% 105
2024
Q2 		$146K Buy
720
+57
+9% +$11.1K 0.09% 90
2024
Q1 		$133K Buy
663
+41
+7% +$7.4K 0.1% 65
2023
Q4 		$106K Sell
622
-431
-41% -$65.3K 0.1% 63
2023
Q3 		$153K Hold
1,053
– – 0.1% 62
2023
Q2 		$155K Buy
+1,053
New +$145K 0.1% 69

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Dunhill Financial's JPM Position: Q2 2026 in Review

Dunhill Financial reduced its JPMorgan Chase (JPM) stake by 48% in Q2 2026, selling an estimated $742K and leaving 2,617 shares worth $857K. The position accounts for 0.18% of the portfolio, ranked #59.

Dunhill Financial first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 3,450 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Dunhill Financial held 2,617 shares of JPMorgan Chase worth $857K as of Q2 2026.
  • Dunhill Financial sold 2,389 JPMorgan Chase shares in Q2 2026, an estimated $742K.
  • JPMorgan Chase made up 0.18% of Dunhill Financial's portfolio in Q2 2026, its #59 holding.
  • Dunhill Financial first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • 3,450 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.