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First Dallas Securities’s JPMorgan Chase JPM Stock Holding History

First Dallas Securities’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
Q1 		$3.89M Buy
13,218
+51
+0.4% +$15.5K 1.44% 16
2025
Q4 		$4.24M Sell
13,167
-649
-5% -$201K 1.58% 15
2025
Q3 		$4.36M Sell
13,816
-260
-2% -$77.3K 1.63% 14
2025
Q2 		$4.08M Sell
14,076
-320
-2% -$81.7K 1.61% 13
2025
Q1 		$3.53M Buy
14,396
+129
+0.9% +$32.9K 1.48% 15
2024
Q4 		$3.42M Sell
14,267
-50
-0.3% -$11.6K 1.39% 19
2024
Q3 		$3.02M Sell
14,317
-424
-3% -$89.3K 1.26% 22
2024
Q2 		$2.98M Buy
14,741
+69
+0.5% +$13.5K 1.31% 21
2024
Q1 		$2.94M Sell
14,672
-434
-3% -$78.3K 1.35% 20
2023
Q4 		$2.57M Buy
15,106
+7,124
+89% +$1.08M 1.32% 18
2023
Q3 		$1.16M Sell
7,982
-3,833
-32% -$575K 0.27% 86
2023
Q2 		$1.72M Sell
11,815
-299
-2% -$41.1K 0.96% 33
2023
Q1 		$1.58M Buy
12,114
+351
+3% +$48.1K 0.93% 33
2022
Q4 		$1.58M Sell
11,763
-99
-0.8% -$12.5K 0.95% 30
2022
Q3 		$1.24M Buy
11,862
+226
+2% +$25.9K 0.85% 33
2022
Q2 		$1.31M Buy
11,636
+310
+3% +$38.4K 0.88% 29
2022
Q1 		$1.54M Sell
11,326
-849
-7% -$125K 0.87% 34
2021
Q4 		$1.93M Hold
12,175
– – 1.26% 25
2021
Q3 		$1.99M Buy
12,175
+700
+6% +$110K 1.38% 21
2021
Q2 		$1.78M Buy
11,475
+800
+7% +$126K 1.17% 25
2021
Q1 		$1.63M Sell
10,675
-379
-3% -$54.5K 1.38% 25
2020
Q4 		$1.41M Buy
11,054
+1,350
+14% +$151K 1.27% 28
2020
Q3 		$934K Buy
+9,704
New +$953K 1.05% 33
2020
Q1 		$788K Buy
8,754
+25
+0.3% +$3.04K 1.1% 28
2019
Q4 		$1.22M Sell
8,729
-625
-7% -$80.2K 1.04% 30
2019
Q3 		$1.1M Buy
9,354
+100
+1% +$11.3K 0.98% 31
2019
Q2 		$1.03M Hold
9,254
– – 0.91% 31
2019
Q1 		$937K Sell
9,254
-400
-4% -$41.2K 0.67% 39
2018
Q4 		$942K Buy
9,654
+450
+5% +$47.9K 0.79% 39
2018
Q3 		$1.04M Buy
9,204
+400
+5% +$45.4K 0.65% 40
2018
Q2 		$917K Sell
8,804
-639
-7% -$70.1K 0.59% 43
2018
Q1 		$1.05M Buy
9,443
+314
+3% +$35.6K 0.69% 39
2017
Q4 		$976K Hold
9,129
– – 0.62% 39
2017
Q3 		$872K Sell
9,129
-593
-6% -$54.7K 0.6% 41
2017
Q2 		$889K Sell
9,722
-600
-6% -$51.8K 0.65% 45
2017
Q1 		$906K Buy
10,322
+700
+7% +$61.8K 0.63% 41
2016
Q4 		$831K Buy
9,622
+3,825
+66% +$292K 0.57% 44
2016
Q3 		$386K Buy
+5,797
New +$378K 0.29% 68

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Dallas Securities's JPM Position: Q1 2026 in Review

First Dallas Securities increased its JPMorgan Chase (JPM) stake by 0.39% in Q1 2026, buying an estimated $15.5K and bringing the position to 13,218 shares worth $3.89M. The position accounts for 1.44% of the portfolio, ranked #16.

First Dallas Securities first reported a position in JPM in Q3 2016 and has held it in 38 quarters since. The position peaked at $4.36M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • First Dallas Securities held 13,218 shares of JPMorgan Chase worth $3.89M as of Q1 2026.
  • First Dallas Securities bought 51 JPMorgan Chase shares in Q1 2026, an estimated $15.5K.
  • JPMorgan Chase made up 1.44% of First Dallas Securities's portfolio in Q1 2026, its #16 holding.
  • First Dallas Securities first reported a position in JPMorgan Chase in Q3 2016 and has held it in 38 quarters since.
  • First Dallas Securities's JPMorgan Chase position peaked at $4.36M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.