JP Morgan Chase
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JP Morgan Chase’s Donaldson DCI Stock Holding History

JP Morgan Chase’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$77M Buy
865,465
+204,000
+31% +$17.5M ﹤0.01% 1197
2026
Q1 		$54.6M Buy
661,465
+194,124
+42% +$18.7M ﹤0.01% 1344
2025
Q4 		$41.4M Sell
467,341
-22,660
-5% -$1.97M ﹤0.01% 1491
2025
Q3 		$40.1M Buy
490,001
+25,156
+5% +$1.9M ﹤0.01% 1552
2025
Q2 		$32.2M Buy
464,845
+11,451
+3% +$770K ﹤0.01% 1613
2025
Q1 		$30.4M Sell
453,394
-17,208
-4% -$1.19M ﹤0.01% 1605
2024
Q4 		$31.7M Buy
470,602
+31,064
+7% +$2.29M ﹤0.01% 1629
2024
Q3 		$32.4M Buy
439,538
+23,758
+6% +$1.72M ﹤0.01% 1617
2024
Q2 		$29.8M Buy
415,780
+13,159
+3% +$966K ﹤0.01% 1561
2024
Q1 		$30.1M Buy
402,621
+52,970
+15% +$3.6M ﹤0.01% 1599
2023
Q4 		$22.8M Buy
349,651
+64,461
+23% +$3.93M ﹤0.01% 1735
2023
Q3 		$17M Sell
285,190
-37,425
-12% -$2.32M ﹤0.01% 1817
2023
Q2 		$20.2M Buy
322,615
+34,822
+12% +$2.18M ﹤0.01% 1693
2023
Q1 		$18.8M Buy
287,793
+58,141
+25% +$3.65M ﹤0.01% 1715
2022
Q4 		$13.5M Sell
229,652
-57,958
-20% -$3.32M ﹤0.01% 1991
2022
Q3 		$14.1M Buy
287,610
+14,369
+5% +$750K ﹤0.01% 1876
2022
Q2 		$13.2M Buy
273,241
+95,644
+54% +$4.82M ﹤0.01% 1944
2022
Q1 		$9.22M Sell
177,597
-49,987
-22% -$2.72M ﹤0.01% 2453
2021
Q4 		$13.5M Sell
227,584
-133,747
-37% -$7.92M ﹤0.01% 2178
2021
Q3 		$20.7M Buy
361,331
+190,366
+111% +$12.3M ﹤0.01% 1736
2021
Q2 		$10.9M Sell
170,965
-26,682
-13% -$1.65M ﹤0.01% 2361
2021
Q1 		$11.5M Buy
197,647
+41,635
+27% +$2.49M ﹤0.01% 2242
2020
Q4 		$8.72M Sell
156,012
-23,002
-13% -$1.21M ﹤0.01% 2318
2020
Q3 		$8.3M Buy
179,014
+56,229
+46% +$2.73M ﹤0.01% 2183
2020
Q2 		$5.71M Buy
122,785
+21,801
+22% +$964K ﹤0.01% 2357
2020
Q1 		$3.9M Sell
100,984
-44,871
-31% -$2.2M ﹤0.01% 2472
2019
Q4 		$8.4M Buy
145,855
+21,196
+17% +$1.15M ﹤0.01% 2266
2019
Q3 		$6.49M Sell
124,659
-80,864
-39% -$4M ﹤0.01% 2474
2019
Q2 		$10.4M Buy
205,523
+58,666
+40% +$2.98M ﹤0.01% 2080
2019
Q1 		$7.35M Buy
146,857
+30,221
+26% +$1.46M ﹤0.01% 2298
2018
Q4 		$5.06M Sell
116,636
-121,809
-51% -$6.3M ﹤0.01% 2563
2018
Q3 		$13.9M Buy
238,445
+149,144
+167% +$7.49M ﹤0.01% 1931
2018
Q2 		$4.03M Buy
89,301
+36,051
+68% +$1.66M ﹤0.01% 2851
2018
Q1 		$2.4M Sell
53,250
-153,287
-74% -$7.34M ﹤0.01% 3136
2017
Q4 		$10.1M Buy
206,537
+48,355
+31% +$2.31M ﹤0.01% 2119
2017
Q3 		$7.28M Buy
158,182
+126,161
+394% +$5.84M ﹤0.01% 2256
2017
Q2 		$1.46M Buy
32,021
+22,036
+221% +$1.01M ﹤0.01% 3233
2017
Q1 		$454K Buy
9,985
+4,891
+96% +$212K ﹤0.01% 3752
2016
Q4 		$215K Buy
5,094
+121
+2% +$4.8K ﹤0.01% 4151
2016
Q3 		$185K Sell
4,973
-2,271
-31% -$82.7K ﹤0.01% 3717
2016
Q2 		$249K Buy
7,244
+1,056
+17% +$35.3K ﹤0.01% 3652
2016
Q1 		$198K Sell
6,188
-1,994
-24% -$58.5K ﹤0.01% 3620
2015
Q4 		$235K Buy
8,182
+5
+0.1% +$147 ﹤0.01% 3612
2015
Q3 		$229K Sell
8,177
-82,384
-91% -$2.64M ﹤0.01% 3646
2015
Q2 		$3.24M Buy
90,561
+73,190
+421% +$2.67M ﹤0.01% 2641
2015
Q1 		$656K Buy
17,371
+4,145
+31% +$155K ﹤0.01% 3420
2014
Q4 		$511K Sell
13,226
-50,355
-79% -$2M ﹤0.01% 3657
2014
Q3 		$2.58M Sell
63,581
-56,948
-47% -$2.32M ﹤0.01% 2759
2014
Q2 		$5.1M Buy
120,529
+25,880
+27% +$1.08M ﹤0.01% 2057
2014
Q1 		$4.01M Buy
94,649
+8,417
+10% +$354K ﹤0.01% 2217
2013
Q4 		$3.75M Buy
86,232
+12,802
+17% +$522K ﹤0.01% 2354
2013
Q3 		$2.8M Buy
73,430
+13,945
+23% +$516K ﹤0.01% 2584
2013
Q2 		$2.12M Buy
+59,485
New +$2.16M ﹤0.01% 2762

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

JP Morgan Chase's DCI Position: Q2 2026 in Review

JP Morgan Chase increased its Donaldson (DCI) stake by 31% in Q2 2026, buying an estimated $17.5M and bringing the position to 865,465 shares worth $77M. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

JP Morgan Chase first reported a position in DCI in Q2 2013 and has held it in 53 quarters since. 529 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • JP Morgan Chase held 865,465 shares of Donaldson worth $77M as of Q2 2026.
  • JP Morgan Chase bought 204,000 Donaldson shares in Q2 2026, an estimated $17.5M.
  • Donaldson made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1197 holding.
  • JP Morgan Chase first reported a position in Donaldson in Q2 2013 and has held it in 53 quarters since.
  • 529 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.