Fidelity D&D Bancorp’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.78M Buy
5,434
+119
+2% +$37K 0.61% 29
2026
Q1
$1.56M Sell
5,315
-115
-2% -$34.9K 0.63% 28
2025
Q4
$1.75M Sell
5,430
-229
-4% -$70.9K 0.76% 27
2025
Q3
$1.79M Sell
5,659
-121
-2% -$36K 0.98% 24
2025
Q2
$1.68M Sell
5,780
-600
-9% -$153K 1.03% 25
2025
Q1
$1.57M Sell
6,380
-95
-1% -$24.2K 1.03% 24
2024
Q4
$1.55M Buy
6,475
+600
+10% +$140K 1.03% 26
2024
Q3
$1.24M Sell
5,875
-369
-6% -$77.7K 0.82% 27
2024
Q2
$1.26M Sell
6,244
-46
-0.7% -$8.99K 0.96% 25
2024
Q1
$1.26M Sell
6,290
-266
-4% -$48K 0.95% 24
2023
Q4
$1.12M Sell
6,556
-463
-7% -$70.2K 0.87% 27
2023
Q3
$1.02M Buy
+7,019
New +$1.05M 1.05% 24
2023
Q1
$1.26M Buy
+6,290
New +$862K 0.95% 24

Other funds holding JPM

Fidelity D&D Bancorp's JPM Position: Q2 2026 in Review

Fidelity D&D Bancorp increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $37K and bringing the position to 5,434 shares worth $1.78M. The position accounts for 0.61% of the portfolio, ranked #29.

Fidelity D&D Bancorp first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fidelity D&D Bancorp held 5,434 shares of JPMorgan Chase worth $1.78M as of Q2 2026.
  • Fidelity D&D Bancorp bought 119 JPMorgan Chase shares in Q2 2026, an estimated $37K.
  • JPMorgan Chase made up 0.61% of Fidelity D&D Bancorp's portfolio in Q2 2026, its #29 holding.
  • Fidelity D&D Bancorp first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • Fidelity D&D Bancorp's JPMorgan Chase position peaked at $1.79M in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q2 2026, filed 6 Aug 2026.