JP Morgan Chase
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JP Morgan Chase’s DoubleVerify DV Stock Holding History

JP Morgan Chase’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13M Buy
1,370,017
+251,898
+23% +$2.57M ﹤0.01% 2447
2025
Q4 		$12.8M Buy
1,118,119
+129,250
+13% +$1.43M ﹤0.01% 2468
2025
Q3 		$11.8M Buy
988,869
+220,639
+29% +$3.27M ﹤0.01% 2577
2025
Q2 		$11.5M Buy
768,230
+117,161
+18% +$1.61M ﹤0.01% 2431
2025
Q1 		$8.7M Sell
651,069
-57,360
-8% -$1.06M ﹤0.01% 2668
2024
Q4 		$13.6M Buy
708,429
+63,196
+10% +$1.19M ﹤0.01% 2407
2024
Q3 		$10.9M Buy
645,233
+282,051
+78% +$5.38M ﹤0.01% 2526
2024
Q2 		$7.07M Buy
363,182
+76,315
+27% +$1.84M ﹤0.01% 2773
2024
Q1 		$10.1M Sell
286,867
-37,548
-12% -$1.4M ﹤0.01% 2486
2023
Q4 		$11.9M Buy
324,415
+41,009
+14% +$1.28M ﹤0.01% 2290
2023
Q3 		$7.92M Buy
283,406
+87,718
+45% +$3M ﹤0.01% 2462
2023
Q2 		$7.62M Buy
195,688
+40,218
+26% +$1.3M ﹤0.01% 2529
2023
Q1 		$4.69M Buy
155,470
+118,285
+318% +$3.1M ﹤0.01% 2874
2022
Q4 		$817K Buy
37,185
+490
+1% +$12.8K ﹤0.01% 4187
2022
Q3 		$1M Buy
36,695
+23,175
+171% +$598K ﹤0.01% 3990
2022
Q2 		$307K Sell
13,520
-3,116
-19% -$70.1K ﹤0.01% 4841
2022
Q1 		$419K Buy
16,636
+6,381
+62% +$166K ﹤0.01% 4814
2021
Q4 		$342K Buy
10,255
+7,183
+234% +$240K ﹤0.01% 5051
2021
Q3 		$105K Sell
3,072
-39,203
-93% -$1.38M ﹤0.01% 5534
2021
Q2 		$1.79M Buy
+42,275
New +$1.51M ﹤0.01% 3874

Other funds holding DV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return