JP Morgan Chase
DAVE icon

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
2025
Q4 		– Sell
-2,000
Closed -$399K – 7499
2025
Q3 		$399K Buy
+2,000
New +$432K ﹤0.01% 5160
2022
Q3 		– Sell
-2,278
Closed -$50K – 6521
2022
Q2 		$50K Buy
+2,278
New +$221K ﹤0.01% 5656

Other funds holding DAVE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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.