Nancy E. Dempze’s JPMorgan Chase JPM Stock Holding History

Nancy E. Dempze’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Hold	5,228	–	–	0.84%	34
2025 Q4	$1.68M	Buy	5,228 +460	+10%	+$142K	0.88%	34
2025 Q3	$1.5M	Hold	4,768	–	–	0.83%	38
2025 Q2	$1.38M	Sell	4,768 -230	-5%	-$58.7K	0.8%	35
2025 Q1	$1.23M	Sell	4,998 -20	-0.4%	-$5.1K	0.74%	39
2024 Q4	$1.2M	Sell	5,018 -70	-1%	-$16.3K	0.69%	43
2024 Q3	$1.07M	Hold	5,088	–	–	0.6%	47
2024 Q2	$1.03M	Buy	5,088 +1,530	+43%	+$299K	0.71%	40
2024 Q1	$713K	Sell	3,558 -95	-3%	-$17.1K	0.54%	40
2023 Q4	$621K	Sell	3,653 -90	-2%	-$13.6K	0.52%	41
2023 Q3	$543K	Sell	3,743 -35	-0.9%	-$5.25K	0.49%	44
2023 Q2	$549K	Sell	3,778 -30	-0.8%	-$4.13K	0.47%	44
2023 Q1	$496K	Hold	3,808	–	–	0.45%	45
2022 Q4	$511K	Buy	3,808 +75	+2%	+$9.5K	0.5%	46
2022 Q3	$390K	Hold	3,733	–	–	0.42%	47
2022 Q2	$420K	Sell	3,733 -92	-2%	-$11.4K	0.42%	49
2022 Q1	$522K	Sell	3,825 -25	-0.6%	-$3.69K	0.38%	54
2021 Q4	$610K	Hold	3,850	–	–	0.41%	52
2021 Q3	$630K	Hold	3,850	–	–	0.49%	45
2021 Q2	$599K	Buy	3,850 +435	+13%	+$68.3K	0.51%	44
2021 Q1	$520K	Hold	3,415	–	–	0.46%	44
2020 Q4	$434K	Hold	3,415	–	–	0.4%	47
2020 Q3	$329K	Hold	3,415	–	–	0.33%	52
2020 Q2	$321K	Sell	3,415 -3,000	-47%	-$285K	0.36%	50
2020 Q1	$577K	Sell	6,415 -280	-4%	-$34K	0.78%	35
2019 Q4	$934K	Sell	6,695 -50	-0.7%	-$6.41K	1.03%	33
2019 Q3	$794K	Hold	6,745	–	–	0.96%	34
2019 Q2	$754K	Hold	6,745	–	–	0.87%	35
2019 Q1	$683K	Hold	6,745	–	–	0.81%	35
2018 Q4	$658K	Hold	6,745	–	–	0.91%	32
2018 Q3	$761K	Hold	6,745	–	–	0.85%	32
2018 Q2	$703K	Hold	6,745	–	–	0.86%	33
2018 Q1	$741K	Sell	6,745 -100	-1%	-$11.3K	0.91%	33
2017 Q4	$732K	Sell	6,845 -100	-1%	-$10.1K	0.88%	33
2017 Q3	$663K	Hold	6,945	–	–	0.93%	35
2017 Q2	$635K	Hold	6,945	–	–	0.91%	38
2017 Q1	$610K	Buy	6,945 +2,845	+69%	+$251K	0.93%	40
2016 Q4	$354K	Hold	4,100	–	–	0.62%	50
2016 Q3	$273K	Hold	4,100	–	–	0.48%	63
2016 Q2	$255K	Hold	4,100	–	–	0.45%	66
2016 Q1	$243K	Hold	4,100	–	–	0.43%	71
2015 Q4	$271K	Buy	+4,100	New	+$267K	0.52%	68

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nancy E. Dempze's JPM Position: Q1 2026 in Review

Nancy E. Dempze held its JPMorgan Chase (JPM) position steady in Q1 2026 at 5,228 shares worth $1.54M. The position accounts for 0.84% of the portfolio, ranked #34.

Nancy E. Dempze first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.68M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Nancy E. Dempze held 5,228 shares of JPMorgan Chase worth $1.54M as of Q1 2026.
Nancy E. Dempze left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.84% of Nancy E. Dempze's portfolio in Q1 2026, its #34 holding.
Nancy E. Dempze first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
Nancy E. Dempze's JPMorgan Chase position peaked at $1.68M in Q4 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Nancy E. Dempze's 13F filing for Q1 2026, filed 14 May 2026.