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
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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank's JPM Position: Q1 2026 in Review

DZ Bank reduced its JPMorgan Chase (JPM) stake by 17% in Q1 2026, selling an estimated $476M and leaving 7,564,432 shares worth $2.23B. The position accounts for 1.97% of the portfolio, ranked #8.

DZ Bank first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.94B in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

DZ Bank held 7,564,432 shares of JPMorgan Chase worth $2.23B as of Q1 2026.
DZ Bank sold 1,567,668 JPMorgan Chase shares in Q1 2026, an estimated $476M.
JPMorgan Chase made up 1.97% of DZ Bank's portfolio in Q1 2026, its #8 holding.
DZ Bank first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
DZ Bank's JPMorgan Chase position peaked at $2.94B in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.