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Dupree Financial Group’s JPMorgan Chase JPM Stock Holding History

Dupree Financial Group’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 		$809K Hold
2,472
– – 0.3% 52
2026
Q1 		$727K Sell
2,472
-57
-2% -$17.3K 0.29% 46
2025
Q4 		$815K Sell
2,529
-147
-5% -$45.5K 0.3% 44
2025
Q3 		$844K Buy
2,676
+137
+5% +$40.7K 0.32% 38
2025
Q2 		$736K Hold
2,539
– – 0.29% 44
2025
Q1 		$623K Hold
2,539
– – 0.25% 45
2024
Q4 		$609K Buy
2,539
+136
+6% +$31.7K 0.28% 41
2024
Q3 		$507K Buy
2,403
+230
+11% +$48.4K 0.2% 49
2024
Q2 		$440K Hold
2,173
– – 0.2% 45
2024
Q1 		$435K Hold
2,173
– – 0.19% 39
2023
Q4 		$370K Buy
+2,173
New +$329K 0.18% 39

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

Dupree Financial Group's JPM Position: Q2 2026 in Review

Dupree Financial Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,472 shares worth $809K. The position accounts for 0.3% of the portfolio, ranked #52.

Dupree Financial Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $844K in Q3 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Dupree Financial Group held 2,472 shares of JPMorgan Chase worth $809K as of Q2 2026.
  • Dupree Financial Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.3% of Dupree Financial Group's portfolio in Q2 2026, its #52 holding.
  • Dupree Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Dupree Financial Group's JPMorgan Chase position peaked at $844K in Q3 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.