DZ Bank’s JPMorgan Chase JPM Stock Holding History

DZ Bank’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	$95.1M	Buy	+289,600	New	+$89.9M	0.07%	141
2022 Q3	–	Sell	-300,000	Closed	-$33.7M	–	1045
2022 Q2	$33.7M	Buy	+300,000	New	+$37.2M	0.06%	190
2020 Q2	–	Sell	-88,400	Closed	-$7.99M	–	830
2020 Q1	$7.99M	Sell	88,400 -25,500	-22%	-$3.1M	0.03%	270
2019 Q4	$15.8M	Buy	113,900 +8,000	+8%	+$1.03M	0.04%	231
2019 Q3	$12.5M	Buy	105,900 +6,000	+6%	+$679K	0.04%	240
2019 Q2	$11.1M	Hold	99,900	–	–	0.03%	258
2019 Q1	$10.1M	Buy	99,900 +7,100	+8%	+$731K	0.03%	262
2018 Q4	$9.09M	Buy	92,800 +28,800	+45%	+$3.07M	0.04%	260
2018 Q3	$7.33M	Sell	64,000 -33,500	-34%	-$3.8M	0.03%	308
2018 Q2	$10.2M	Buy	+97,500	New	+$10.7M	0.04%	271

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

DZ Bank's JPM Position: Q2 2026 in Review

DZ Bank increased its JPMorgan Chase (JPM) stake by 2.7% in Q2 2026, buying an estimated $62.6M and bringing the position to 7,765,901 shares worth $2.54B. The position accounts for 1.95% of the portfolio, ranked #8.

DZ Bank first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.11B in Q4 2021. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

DZ Bank held 7,765,901 shares of JPMorgan Chase worth $2.54B as of Q2 2026.
DZ Bank bought 201,469 JPMorgan Chase shares in Q2 2026, an estimated $62.6M.
JPMorgan Chase made up 1.95% of DZ Bank's portfolio in Q2 2026, its #8 holding.
DZ Bank first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
DZ Bank's JPMorgan Chase position peaked at $3.11B in Q4 2021.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.