JP Morgan Chase
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JP Morgan Chase’s Doximity DOCS Stock Holding History

JP Morgan Chase’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.5M Buy
1,497,177
+237,318
+19% +$7.39M ﹤0.01% 1621
2025
Q4 		$55.8M Buy
1,259,859
+807,255
+178% +$45.3M ﹤0.01% 1301
2025
Q3 		$33.1M Sell
452,604
-26,508
-6% -$1.73M ﹤0.01% 1691
2025
Q2 		$29.4M Buy
479,112
+17,769
+4% +$991K ﹤0.01% 1668
2025
Q1 		$26.8M Buy
461,343
+16,747
+4% +$1.06M ﹤0.01% 1692
2024
Q4 		$23.7M Sell
444,596
-53,460
-11% -$2.62M ﹤0.01% 1881
2024
Q3 		$21.7M Buy
498,056
+15,771
+3% +$526K ﹤0.01% 1921
2024
Q2 		$13.5M Buy
482,285
+82,216
+21% +$2.17M ﹤0.01% 2189
2024
Q1 		$10.8M Buy
400,069
+32,489
+9% +$926K ﹤0.01% 2412
2023
Q4 		$10.3M Sell
367,580
-87,275
-19% -$2.06M ﹤0.01% 2447
2023
Q3 		$9.65M Sell
454,855
-31,712
-7% -$866K ﹤0.01% 2273
2023
Q2 		$16.6M Buy
486,567
+114,008
+31% +$3.8M ﹤0.01% 1840
2023
Q1 		$12.1M Sell
372,559
-92,678
-20% -$3.07M ﹤0.01% 2114
2022
Q4 		$15.6M Buy
465,237
+72,753
+19% +$2.22M ﹤0.01% 1862
2022
Q3 		$11.9M Buy
392,484
+186,644
+91% +$6.84M ﹤0.01% 2017
2022
Q2 		$7.17M Sell
205,840
-1,557,352
-88% -$61.3M ﹤0.01% 2443
2022
Q1 		$91.8M Sell
1,763,192
-381
-0% -$19.2K 0.01% 875
2021
Q4 		$88.4M Buy
1,763,573
+1,754,871
+20,166% +$114M 0.01% 945
2021
Q3 		$702K Sell
8,702
-302,569
-97% -$22.1M ﹤0.01% 4529
2021
Q2 		$18.1M Buy
+311,271
New +$17.5M ﹤0.01% 1930

Other funds holding DOCS

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return