Dynamic Technology Lab’s JPMorgan Chase JPM Stock Holding History

Dynamic Technology Lab’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	-724	Closed	-$213K	–	890
2026 Q1	$213K	Buy	+724	New	+$220K	0.03%	724
2025 Q3	–	Sell	-1,819	Closed	-$527K	–	1025
2025 Q2	$527K	Buy	+1,819	New	+$464K	0.07%	482
2024 Q4	–	Sell	-7,425	Closed	-$1.57M	–	1151
2024 Q3	$1.57M	Buy	+7,425	New	+$1.56M	0.17%	183
2023 Q2	–	Sell	-29,823	Closed	-$3.89M	–	1210
2023 Q1	$3.89M	Buy	+29,823	New	+$4.09M	0.36%	32
2022 Q3	–	Sell	-5,798	Closed	-$653K	–	1329
2022 Q2	$653K	Buy	+5,798	New	+$718K	0.07%	472
2022 Q1	–	Sell	-22,265	Closed	-$3.53M	–	1297
2021 Q4	$3.53M	Buy	+22,265	New	+$3.66M	0.39%	17
2021 Q2	–	Sell	-2,905	Closed	-$442K	–	1321
2021 Q1	$442K	Buy	+2,905	New	+$418K	0.05%	621
2020 Q3	–	Sell	-26,280	Closed	-$2.47M	–	1167
2020 Q2	$2.47M	Buy	+26,280	New	+$2.49M	0.37%	29
2018 Q4	–	Sell	-4,862	Closed	-$549K	–	1136
2018 Q3	$549K	Buy	+4,862	New	+$552K	0.08%	470
2017 Q2	–	Sell	-7,595	Closed	-$668K	–	1175
2017 Q1	$668K	Buy	+7,595	New	+$670K	0.16%	185

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

Dynamic Technology Lab's JPM Position: Q2 2026 in Review

Dynamic Technology Lab sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 724 shares — an estimated $213K sold.

Dynamic Technology Lab first reported a position in JPM in Q1 2017 and held it in 10 quarters. The position peaked at $3.89M in Q1 2023. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Dynamic Technology Lab reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Dynamic Technology Lab sold 724 JPMorgan Chase shares in Q2 2026, an estimated $213K.
Dynamic Technology Lab first reported a position in JPMorgan Chase in Q1 2017 and held it in 10 quarters.
Dynamic Technology Lab's JPMorgan Chase position peaked at $3.89M in Q1 2023.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dynamic Technology Lab's 13F filing for Q2 2026, filed 13 Aug 2026.