Lipe & Dalton’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $519K | Hold |
1,585
| – | – | 0.24% | 57 |
|
|
2026
Q1 | $466K | Hold |
1,585
| – | – | 0.24% | 55 |
|
|
2025
Q4 | $511K | Sell |
1,585
-80
| -5% | -$24.8K | 0.25% | 60 |
|
|
2025
Q3 | $525K | Hold |
1,665
| – | – | 0.26% | 61 |
|
|
2025
Q2 | $483K | Hold |
1,665
| – | – | 0.26% | 58 |
|
|
2025
Q1 | $409K | Sell |
1,665
-135
| -8% | -$34.4K | 0.23% | 61 |
|
|
2024
Q4 | $432K | Hold |
1,800
| – | – | 0.23% | 63 |
|
|
2024
Q3 | $380K | Hold |
1,800
| – | – | 0.19% | 69 |
|
|
2024
Q2 | $364K | Hold |
1,800
| – | – | 0.2% | 69 |
|
|
2024
Q1 | $361K | Buy |
1,800
+270
| +18% | +$48.7K | 0.19% | 69 |
|
|
2023
Q4 | $260K | Hold |
1,530
| – | – | 0.14% | 72 |
|
|
2023
Q3 | $222K | Hold |
1,530
| – | – | 0.13% | 74 |
|
|
2023
Q2 | $223K | Sell |
1,530
-85
| -5% | -$11.7K | 0.13% | 74 |
|
|
2023
Q1 | $210K | Sell |
1,615
-65
| -4% | -$8.91K | 0.12% | 76 |
|
|
2022
Q4 | $225K | Sell |
1,680
-50
| -3% | -$6.33K | 0.13% | 71 |
|
|
2022
Q3 | $181K | Hold |
1,730
| – | – | 0.11% | 75 |
|
|
2022
Q2 | $195K | Hold |
1,730
| – | – | 0.11% | 77 |
|
|
2022
Q1 | $236K | Sell |
1,730
-170
| -9% | -$25.1K | 0.12% | 76 |
|
|
2021
Q4 | $301K | Buy |
1,900
+145
| +8% | +$23.8K | 0.14% | 74 |
|
|
2021
Q3 | $287K | Hold |
1,755
| – | – | 0.15% | 70 |
|
|
2021
Q2 | $273K | Hold |
1,755
| – | – | 0.14% | 72 |
|
|
2021
Q1 | $267K | Sell |
1,755
-160
| -8% | -$23K | 0.15% | 68 |
|
|
2020
Q4 | $243K | Hold |
1,915
| – | – | 0.15% | 65 |
|
|
2020
Q3 | $184K | Hold |
1,915
| – | – | 0.13% | 69 |
|
|
2020
Q2 | $180K | Buy |
1,915
+100
| +6% | +$9.49K | 0.13% | 72 |
|
|
2020
Q1 | $163K | Hold |
1,815
| – | – | 0.14% | 69 |
|
|
2019
Q4 | $253K | Buy |
1,815
+132
| +8% | +$16.9K | 0.17% | 68 |
|
|
2019
Q3 | $198K | Sell |
1,683
-200
| -11% | -$22.6K | 0.14% | 72 |
|
|
2019
Q2 | $211K | Hold |
1,883
| – | – | 0.15% | 66 |
|
|
2019
Q1 | $191K | Hold |
1,883
| – | – | 0.14% | 67 |
|
|
2018
Q4 | $184K | Buy |
+1,883
| New | +$201K | 0.15% | 63 |
|
|
2017
Q4 | – | Sell |
-1,500
| Closed | -$143K | – | 78 |
|
|
2017
Q3 | $143K | Buy |
+1,500
| New | +$138K | 0.1% | 65 |
|
|
2017
Q1 | – | Sell |
-75,114
| Closed | -$6.48M | – | 80 |
|
|
2016
Q4 | $6.48M | Sell |
75,114
-123
| -0.2% | -$9.38K | 4.61% | 1 |
|
|
2016
Q3 | $5.01M | Sell |
75,237
-1,297
| -2% | -$84.6K | 3.35% | 7 |
|
|
2016
Q2 | $4.76M | Sell |
76,534
-1,015
| -1% | -$63.4K | 3.28% | 5 |
|
|
2016
Q1 | $4.59M | Sell |
77,549
-1,475
| -2% | -$86.1K | 3.61% | 7 |
|
|
2015
Q4 | $5.22M | Sell |
79,024
-860
| -1% | -$56K | 4.23% | 4 |
|
|
2015
Q3 | $4.87M | Sell |
79,884
-2,440
| -3% | -$160K | 4.04% | 4 |
|
|
2015
Q2 | $5.58M | Sell |
82,324
-2,095
| -2% | -$137K | 4% | 3 |
|
|
2015
Q1 | $5.11M | Sell |
84,419
-1,635
| -2% | -$96.8K | 3.52% | 6 |
|
|
2014
Q4 | $5.38M | Sell |
86,054
-1,015
| -1% | -$61.1K | 3.6% | 7 |
|
|
2014
Q3 | $5.25M | Sell |
87,069
-950
| -1% | -$55.5K | 3.43% | 10 |
|
|
2014
Q2 | $5.07M | Sell |
88,019
-1,405
| -2% | -$79K | 3.19% | 13 |
|
|
2014
Q1 | $4.86M | Sell |
89,424
-1,728
| -2% | -$99.9K | 3.25% | 14 |
|
|
2013
Q4 | $5.33M | Sell |
91,152
-4,575
| -5% | -$251K | 3.64% | 8 |
|
|
2013
Q3 | $4.95M | Buy |
95,727
+4,915
| +5% | +$264K | 3.63% | 8 |
|
|
2013
Q2 | $4.79M | Buy |
+90,812
| New | +$4.62M | 3.98% | 7 |
|
Other funds holding JPM
Lipe & Dalton's JPM Position: Q2 2026 in Review
Lipe & Dalton held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,585 shares worth $519K. The position accounts for 0.24% of the portfolio, ranked #57.
Lipe & Dalton first reported a position in JPM in Q2 2013 and has held it in 47 quarters since. The position peaked at $6.48M in Q4 2016. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Lipe & Dalton held 1,585 shares of JPMorgan Chase worth $519K as of Q2 2026.
- Lipe & Dalton left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 0.24% of Lipe & Dalton's portfolio in Q2 2026, its #57 holding.
- Lipe & Dalton first reported a position in JPMorgan Chase in Q2 2013 and has held it in 47 quarters since.
- Lipe & Dalton's JPMorgan Chase position peaked at $6.48M in Q4 2016.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.