JP Morgan Chase’s Dave Inc DAVE Stock Holding History

JP Morgan Chase’s Portfolio DAVE Stock Details DAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.47M	Buy	14,575 +1,730	+13%	+$336K	﹤0.01%	3943
2025 Q4	$2.84M	Buy	12,845 +4,417	+52%	+$950K	﹤0.01%	3815
2025 Q3	$1.68M	Sell	8,428 -558	-6%	-$121K	﹤0.01%	4210
2025 Q2	$2.41M	Buy	8,986 +65	+0.7%	+$10.2K	﹤0.01%	3768
2025 Q1	$737K	Sell	8,921 -28,451	-76%	-$2.67M	﹤0.01%	4544
2024 Q4	$3.25M	Sell	37,372 -11,796	-24%	-$790K	﹤0.01%	3756
2024 Q3	$1.96M	Buy	49,168 +37,571	+324%	+$1.36M	﹤0.01%	4021
2024 Q2	$351K	Buy	11,597 +460	+4%	+$18.7K	﹤0.01%	4867
2024 Q1	$414K	Buy	+11,137	New	+$257K	﹤0.01%	4921
2022 Q4	–	Sell	-1,752	Closed	-$20K	–	6618
2022 Q3	$20K	Sell	1,752 -235	-12%	-$4.34K	﹤0.01%	5799
2022 Q2	$44K	Buy	+1,987	New	+$192K	﹤0.01%	5695

Other funds holding DAVE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

JP Morgan Chase's DAVE Position: Q1 2026 in Review

JP Morgan Chase increased its Dave Inc (DAVE) stake by 13% in Q1 2026, buying an estimated $336K and bringing the position to 14,575 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3943.

JP Morgan Chase first reported a position in DAVE in Q2 2022 and has held it in 11 quarters since. The position peaked at $3.25M in Q4 2024. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

JP Morgan Chase held 14,575 shares of Dave Inc worth $2.47M as of Q1 2026.
JP Morgan Chase bought 1,730 Dave Inc shares in Q1 2026, an estimated $336K.
Dave Inc made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3943 holding.
JP Morgan Chase first reported a position in Dave Inc in Q2 2022 and has held it in 11 quarters since.
JP Morgan Chase's Dave Inc position peaked at $3.25M in Q4 2024.
272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.