Dupont Capital Management’s JPMorgan Chase JPM Stock Holding History

Dupont 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	–	Sell	-67,065	Closed	-$19.7M	–	71
2026 Q1	$19.7M	Sell	67,065 -5,178	-7%	-$1.57M	2.25%	12
2025 Q4	$23.3M	Sell	72,243 -16,799	-19%	-$5.2M	2.62%	10
2025 Q3	$28.1M	Hold	89,042	–	–	2.9%	8
2025 Q2	$25.8M	Sell	89,042 -16,651	-16%	-$4.25M	2.77%	7
2025 Q1	$25.9M	Sell	105,693 -5,717	-5%	-$1.46M	2.87%	8
2024 Q4	$26.7M	Hold	111,410	–	–	2.49%	8
2024 Q3	$23.5M	Hold	111,410	–	–	1.96%	10
2024 Q2	$22.5M	Hold	111,410	–	–	1.96%	12
2024 Q1	$22.3M	Sell	111,410 -7,281	-6%	-$1.31M	1.85%	12
2023 Q4	$20.2M	Sell	118,691 -19,795	-14%	-$3M	1.76%	14
2023 Q3	$20.1M	Buy	138,486 +70,852	+105%	+$10.6M	1.75%	13
2023 Q2	$9.84M	Buy	67,634 +186	+0.3%	+$25.6K	0.48%	47
2023 Q1	$8.79M	Buy	67,448 +18,562	+38%	+$2.54M	0.42%	47
2022 Q4	$6.56M	Buy	48,886 +13,179	+37%	+$1.67M	0.31%	49
2022 Q3	$3.73M	Sell	35,707 -35,054	-50%	-$4.02M	0.22%	76
2022 Q2	$7.97M	Sell	70,761 -6,948	-9%	-$861K	0.37%	34
2022 Q1	$10.6M	Sell	77,709 -38,039	-33%	-$5.61M	0.43%	31
2021 Q4	$18.3M	Sell	115,748 -59,799	-34%	-$9.82M	0.65%	15
2021 Q3	$28.7M	Sell	175,547 -57,504	-25%	-$9.02M	0.9%	12
2021 Q2	$36.2M	Sell	233,051 -20,779	-8%	-$3.26M	0.86%	15
2021 Q1	$38.6M	Sell	253,830 -55,887	-18%	-$8.04M	0.93%	14
2020 Q4	$39.4M	Sell	309,717 -40,455	-12%	-$4.52M	0.84%	13
2020 Q3	$33.7M	Sell	350,172 -28,910	-8%	-$2.84M	0.74%	18
2020 Q2	$35.7M	Buy	379,082 +28,728	+8%	+$2.73M	0.78%	17
2020 Q1	$31.5M	Sell	350,354 -31,265	-8%	-$3.8M	0.75%	15
2019 Q4	$53.2M	Buy	381,619 +31,041	+9%	+$3.98M	1.19%	9
2019 Q3	$41.3M	Sell	350,578 -44,195	-11%	-$5M	0.95%	10
2019 Q2	$44.1M	Sell	394,773 -62,718	-14%	-$6.92M	1.01%	13
2019 Q1	$46.3M	Sell	457,491 -27,234	-6%	-$2.81M	1.06%	9
2018 Q4	$47.3M	Buy	484,725 +32,975	+7%	+$3.51M	1.16%	8
2018 Q3	$51M	Sell	451,750 -8,638	-2%	-$981K	1.12%	7
2018 Q2	$48M	Sell	460,388 -20,919	-4%	-$2.29M	1.13%	7
2018 Q1	$52.9M	Sell	481,307 -11,242	-2%	-$1.27M	1.28%	6
2017 Q4	$52.7M	Sell	492,549 -25,319	-5%	-$2.56M	1.21%	7
2017 Q3	$49.5M	Buy	517,868 +14,887	+3%	+$1.37M	1.12%	7
2017 Q2	$46M	Buy	502,981 +46,049	+10%	+$3.97M	1.02%	10
2017 Q1	$40.1M	Sell	456,932 -80,996	-15%	-$7.15M	0.89%	9
2016 Q4	$46.4M	Sell	537,928 -52,820	-9%	-$4.03M	1.04%	11
2016 Q3	$39.3M	Sell	590,748 -38,276	-6%	-$2.5M	0.88%	11
2016 Q2	$39.1M	Sell	629,024 -94,225	-13%	-$5.89M	0.87%	10
2016 Q1	$42.8M	Buy	723,249 +11,073	+2%	+$647K	0.98%	9
2015 Q4	$47M	Sell	712,176 -121,936	-15%	-$7.94M	1.13%	7
2015 Q3	$50.9M	Sell	834,112 -170,777	-17%	-$11.2M	1.29%	5
2015 Q2	$68.1M	Buy	1,004,889 +97,997	+11%	+$6.4M	1.47%	4
2015 Q1	$54.9M	Sell	906,892 -170,620	-16%	-$10.1M	1.08%	10
2014 Q4	$67.4M	Buy	1,077,512 +321,786	+43%	+$19.4M	1.24%	9
2014 Q3	$45.5M	Buy	755,726 +10,303	+1%	+$602K	0.79%	21
2014 Q2	$43M	Sell	745,423 -20,378	-3%	-$1.15M	0.7%	25
2014 Q1	$46.5M	Sell	765,801 -63,320	-8%	-$3.66M	0.75%	19
2013 Q4	$48.5M	Sell	829,121 -142,674	-15%	-$7.82M	0.85%	18
2013 Q3	$50.2M	Buy	971,795 +12,522	+1%	+$672K	0.92%	18
2013 Q2	$50.6M	Buy	+959,273	New	+$48.8M	0.95%	19

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Dupont Capital Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 67,065 shares — an estimated $19.7M sold.

Dupont Capital Management first reported a position in JPM in Q2 2013 and held it in 52 quarters. The position peaked at $68.1M in Q2 2015. 3,206 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Dupont Capital Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Dupont Capital Management sold 67,065 JPMorgan Chase shares in Q2 2026, an estimated $19.7M.
Dupont Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 52 quarters.
Dupont Capital Management's JPMorgan Chase position peaked at $68.1M in Q2 2015.
3,206 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dupont Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.