JP Morgan Chase’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-67,500
| Closed | -$8.3M | – | 7613 |
|
|
2025
Q4 | $8.3M | Hold |
67,500
| – | – | ﹤0.01% | 2861 |
|
|
2025
Q3 | $6.37M | Buy |
67,500
+17,100
| +34% | +$1.83M | ﹤0.01% | 3141 |
|
|
2025
Q2 | $4.99M | Sell |
50,400
-271,700
| -84% | -$23.5M | ﹤0.01% | 3174 |
|
|
2025
Q1 | $24.2M | Sell |
322,100
-91,100
| -22% | -$6.51M | ﹤0.01% | 1766 |
|
|
2024
Q4 | $31M | Buy |
413,200
+287,900
| +230% | +$19.8M | ﹤0.01% | 1643 |
|
|
2024
Q3 | $8.81M | Buy |
125,300
+82,800
| +195% | +$7.55M | ﹤0.01% | 2716 |
|
|
2024
Q2 | $4.54M | Buy |
42,500
+19,100
| +82% | +$2.26M | ﹤0.01% | 3103 |
|
|
2024
Q1 | $3.12M | Buy |
23,400
+11,900
| +103% | +$1.64M | ﹤0.01% | 3485 |
|
|
2023
Q4 | $1.63M | Hold |
11,500
| – | – | ﹤0.01% | 3984 |
|
|
2023
Q3 | $1.22M | Buy |
11,500
+10,900
| +1,817% | +$1.46M | ﹤0.01% | 3925 |
|
|
2023
Q2 | $86.1K | Buy |
+600
| New | +$88.3K | ﹤0.01% | 5528 |
|
|
2023
Q1 | – | Sell |
-55,100
| Closed | -$7.79M | – | 6797 |
|
|
2022
Q4 | $7.79M | Hold |
55,100
| – | – | ﹤0.01% | 2467 |
|
|
2022
Q3 | $7.5M | Sell |
55,100
-30,100
| -35% | -$4.68M | ﹤0.01% | 2393 |
|
|
2022
Q2 | $13.3M | Buy |
85,200
+60,100
| +239% | +$9.52M | ﹤0.01% | 1939 |
|
|
2022
Q1 | $4.02M | Sell |
25,100
-138,500
| -85% | -$19.6M | ﹤0.01% | 3194 |
|
|
2021
Q4 | $23M | Sell |
163,600
-333,800
| -67% | -$40.5M | ﹤0.01% | 1706 |
|
|
2021
Q3 | $47.6M | Buy |
497,400
+61,000
| +14% | +$5.87M | 0.01% | 1204 |
|
|
2021
Q2 | $43.4M | Buy |
436,400
+165,000
| +61% | +$17.9M | 0.01% | 1285 |
|
|
2021
Q1 | $31.1M | Buy |
+271,400
| New | +$29.2M | ﹤0.01% | 1421 |
|
|
2020
Q2 | – | Sell |
-20,600
| Closed | -$1.51M | – | 5434 |
|
|
2020
Q1 | $1.51M | Hold |
20,600
| – | – | ﹤0.01% | 3140 |
|
|
2019
Q4 | $1.94M | Sell |
20,600
-26,000
| -56% | -$2.73M | ﹤0.01% | 3409 |
|
|
2019
Q3 | $5.32M | Sell |
46,600
-53,400
| -53% | -$5.59M | ﹤0.01% | 2651 |
|
|
2019
Q2 | $10.8M | Buy |
+100,000
| New | +$10.5M | ﹤0.01% | 2053 |
|
|
2019
Q1 | – | Sell |
-50,000
| Closed | -$4.52M | – | 5814 |
|
|
2018
Q4 | $4.52M | Buy |
+50,000
| New | +$4.22M | ﹤0.01% | 2655 |
|
|
2018
Q1 | – | Sell |
-13,500
| Closed | -$1.45M | – | 5439 |
|
|
2017
Q4 | $1.45M | Buy |
+13,500
| New | +$1.32M | ﹤0.01% | 3512 |
|
|
2017
Q2 | – | Sell |
-373,900
| Closed | -$29.3M | – | 5006 |
|
|
2017
Q1 | $29.3M | Buy |
373,900
+361,600
| +2,940% | +$27.8M | 0.01% | 1219 |
|
|
2016
Q4 | $949K | Sell |
12,300
-16,000
| -57% | -$1.29M | ﹤0.01% | 3473 |
|
|
2016
Q3 | $2.23M | Buy |
28,300
+16,000
| +130% | +$1.44M | ﹤0.01% | 2731 |
|
|
2016
Q2 | $1.16M | Hold |
12,300
| – | – | ﹤0.01% | 3101 |
|
|
2016
Q1 | $1.01M | Hold |
12,300
| – | – | ﹤0.01% | 3064 |
|
|
2015
Q4 | $950K | Buy |
+12,300
| New | +$860K | ﹤0.01% | 3143 |
|
|
2015
Q2 | – | Sell |
-62,400
| Closed | -$5.06M | – | 4044 |
|
|
2015
Q1 | $5.06M | Sell |
62,400
-288,000
| -82% | -$21.9M | ﹤0.01% | 2338 |
|
|
2014
Q4 | $24.7M | Buy |
+350,400
| New | +$22.1M | 0.01% | 1343 |
|
Other funds holding DLTR
VCM
MRL
VPM
EIG
JP Morgan Chase's DLTR Position: Q1 2026 in Review
JP Morgan Chase reduced its Dollar Tree (DLTR) stake by 1.4% in Q1 2026, selling an estimated $1.5M and leaving 843,802 shares worth $89.2M. The position accounts for 0.01% of the portfolio, ranked #1048.
JP Morgan Chase first reported a position in DLTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $730M in Q4 2017. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.
- JP Morgan Chase held 843,802 shares of Dollar Tree worth $89.2M as of Q1 2026.
- JP Morgan Chase sold 12,315 Dollar Tree shares in Q1 2026, an estimated $1.5M.
- Dollar Tree made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1048 holding.
- JP Morgan Chase first reported a position in Dollar Tree in Q2 2013 and has held it in 52 quarters since.
- JP Morgan Chase's Dollar Tree position peaked at $730M in Q4 2017.
- 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.