JP Morgan Chase
DFS

JP Morgan Chase’s Discover Financial Services DFS Stock Holding History

JP Morgan Chase’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,300
Closed -$2.17M – 7490
2023
Q4 		$2.17M Sell
19,300
-3,900
-17% -$361K ﹤0.01% 3783
2023
Q3 		$2.01M Buy
23,200
+3,800
+20% +$377K ﹤0.01% 3535
2023
Q2 		$2.27M Buy
19,400
+100
+0.5% +$10.5K ﹤0.01% 3451
2023
Q1 		$1.91M Buy
19,300
+13,800
+251% +$1.48M ﹤0.01% 3574
2022
Q4 		$538K Buy
5,500
+200
+4% +$20.1K ﹤0.01% 4465
2022
Q3 		$482K Buy
+5,300
New +$536K ﹤0.01% 4494
2022
Q1 		– Sell
-100
Closed -$12K – 6668
2021
Q4 		$12K Hold
100
– – ﹤0.01% 6298
2021
Q3 		$12K Hold
100
– – ﹤0.01% 6135
2021
Q2 		$12K Hold
100
– – ﹤0.01% 6015
2021
Q1 		$9K Sell
100
-8,800
-99% -$830K ﹤0.01% 5805
2020
Q4 		$806K Sell
8,900
-4,800
-35% -$358K ﹤0.01% 4089
2020
Q3 		$762K Sell
13,700
-498,700
-97% -$26.1M ﹤0.01% 3784
2020
Q2 		$25.7M Buy
+512,400
New +$22.5M 0.01% 1226
2018
Q3 		– Sell
-19,200
Closed -$1.35M – 5693
2018
Q2 		$1.35M Hold
19,200
– – ﹤0.01% 3653
2018
Q1 		$1.38M Sell
19,200
-55,800
-74% -$4.31M ﹤0.01% 3493
2017
Q4 		$5.77M Sell
75,000
-141,100
-65% -$9.71M ﹤0.01% 2568
2017
Q3 		$13.9M Buy
+216,100
New +$13.1M ﹤0.01% 1746
2016
Q2 		– Sell
-138,900
Closed -$7.07M – 4809
2016
Q1 		$7.07M Buy
+138,900
New +$6.69M ﹤0.01% 1991
2015
Q1 		– Sell
-1,600
Closed -$105K – 4102
2014
Q4 		$105K Sell
1,600
-400
-20% -$25.7K ﹤0.01% 4101
2014
Q3 		$129K Buy
+2,000
New +$125K ﹤0.01% 4064

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's DFS Position: Q2 2025 in Review

JP Morgan Chase sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,165,415 shares — an estimated $370M sold.

JP Morgan Chase first reported a position in DFS in Q2 2013 and held it in 48 quarters. The position peaked at $898M in Q4 2016. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • JP Morgan Chase reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 2,165,415 Discover Financial Services shares in Q2 2025, an estimated $370M.
  • JP Morgan Chase first reported a position in Discover Financial Services in Q2 2013 and held it in 48 quarters.
  • JP Morgan Chase's Discover Financial Services position peaked at $898M in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.