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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
Q3 		$7.62M Buy
23,034
+20,562
+832% +$7.19M 2.75% 10
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Dupree Financial Group's JPM Position: Q3 2026 in Review

Dupree Financial Group increased its JPMorgan Chase (JPM) stake by 832% in Q3 2026, buying an estimated $7.19M and bringing the position to 23,034 shares worth $7.62M. The position accounts for 2.75% of the portfolio, ranked #10.

Dupree Financial Group first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Dupree Financial Group held 23,034 shares of JPMorgan Chase worth $7.62M as of Q3 2026.
  • Dupree Financial Group bought 20,562 JPMorgan Chase shares in Q3 2026, an estimated $7.19M.
  • JPMorgan Chase made up 2.75% of Dupree Financial Group's portfolio in Q3 2026, its #10 holding.
  • Dupree Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.