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
2025
Q2 		– Sell
-30,000
Closed -$5.12M – 7196
2025
Q1 		$5.12M Sell
30,000
-41,400
-58% -$7.57M ﹤0.01% 3136
2024
Q4 		$12.4M Hold
71,400
– – ﹤0.01% 2491
2024
Q3 		$10M Buy
71,400
+30,000
+72% +$4.04M ﹤0.01% 2610
2024
Q2 		$5.42M Hold
41,400
– – ﹤0.01% 2976
2024
Q1 		$5.43M Sell
41,400
-5,600
-12% -$642K ﹤0.01% 3033
2023
Q4 		$5.28M Buy
47,000
+37,800
+411% +$3.49M ﹤0.01% 3038
2023
Q3 		$797K Hold
9,200
– – ﹤0.01% 4212
2023
Q2 		$1.08M Hold
9,200
– – ﹤0.01% 4003
2023
Q1 		$909K Buy
9,200
+7,800
+557% +$835K ﹤0.01% 4116
2022
Q4 		$137K Buy
+1,400
New +$141K ﹤0.01% 5215
2022
Q1 		– Sell
-34,800
Closed -$4.02M – 6669
2021
Q4 		$4.02M Hold
34,800
– – ﹤0.01% 3251
2021
Q3 		$4.28M Hold
34,800
– – ﹤0.01% 3166
2021
Q2 		$4.12M Hold
34,800
– – ﹤0.01% 3227
2021
Q1 		$3.31M Buy
+34,800
New +$3.28M ﹤0.01% 3316
2017
Q4 		– Sell
-68,300
Closed -$4.4M – 5453
2017
Q3 		$4.4M Buy
+68,300
New +$4.14M ﹤0.01% 2651
2015
Q1 		– Sell
-4,400
Closed -$288K – 4103
2014
Q4 		$288K Sell
4,400
-400
-8% -$25.7K ﹤0.01% 3887
2014
Q3 		$309K Buy
+4,800
New +$301K ﹤0.01% 3840

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.