R.H. Dinel Investment Counsel’s JPMorgan Chase JPM Stock Holding History

R.H. Dinel Investment Counsel’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 Q2	$1.27M	Sell	3,892 -200	-5%	-$62.1K	0.98%	26
2026 Q1	$1.2M	Hold	4,092	–	–	0.97%	24
2025 Q4	$1.32M	Hold	4,092	–	–	0.97%	25
2025 Q3	$1.29M	Sell	4,092 -125	-3%	-$37.2K	0.83%	28
2025 Q2	$1.22M	Hold	4,217	–	–	0.81%	29
2025 Q1	$1.03M	Hold	4,217	–	–	0.71%	30
2024 Q4	$1.01M	Hold	4,217	–	–	0.67%	31
2024 Q3	$889K	Hold	4,217	–	–	0.56%	32
2024 Q2	$853K	Hold	4,217	–	–	0.55%	33
2024 Q1	$845K	Hold	4,217	–	–	0.54%	33
2023 Q4	$717K	Hold	4,217	–	–	0.49%	33
2023 Q3	$612K	Hold	4,217	–	–	0.44%	34
2023 Q2	$613K	Sell	4,217 -375	-8%	-$51.6K	0.43%	35
2023 Q1	$598K	Hold	4,592	–	–	0.45%	33
2022 Q4	$616K	Hold	4,592	–	–	0.55%	31
2022 Q3	$480K	Hold	4,592	–	–	0.48%	32
2022 Q2	$517K	Hold	4,592	–	–	0.47%	33
2022 Q1	$626K	Hold	4,592	–	–	0.48%	34
2021 Q4	$727K	Hold	4,592	–	–	0.5%	33
2021 Q3	$752K	Hold	4,592	–	–	0.56%	34
2021 Q2	$714K	Hold	4,592	–	–	0.51%	34
2021 Q1	$699K	Hold	4,592	–	–	0.53%	34
2020 Q4	$584K	Hold	4,592	–	–	0.47%	32
2020 Q3	$444K	Sell	4,592 -1,230	-21%	-$121K	0.42%	34
2020 Q2	$548K	Hold	5,822	–	–	0.53%	32
2020 Q1	$524K	Sell	5,822 -250	-4%	-$30.4K	0.62%	32
2019 Q4	$846K	Hold	6,072	–	–	0.75%	30
2019 Q3	$715K	Hold	6,072	–	–	0.67%	31
2019 Q2	$679K	Hold	6,072	–	–	0.63%	33
2019 Q1	$615K	Hold	6,072	–	–	0.61%	35
2018 Q4	$593K	Buy	+6,072	New	+$647K	0.67%	33
2016 Q3	$404K	Hold	6,072	–	–	0.45%	43
2016 Q2	$377K	Hold	6,072	–	–	0.44%	44
2016 Q1	$360K	Hold	6,072	–	–	0.42%	43
2015 Q4	$401K	Hold	6,072	–	–	0.45%	45
2015 Q3	$370K	Hold	6,072	–	–	0.39%	53
2015 Q2	$411K	Hold	6,072	–	–	0.39%	55
2015 Q1	$368K	Sell	6,072 -3,600	-37%	-$213K	0.35%	56
2014 Q4	$605K	Hold	9,672	–	–	0.54%	50
2014 Q3	$583K	Hold	9,672	–	–	0.53%	51
2014 Q2	$557K	Sell	9,672 -1,202	-11%	-$67.6K	0.51%	49
2014 Q1	$660K	Hold	10,874	–	–	0.58%	47
2013 Q4	$636K	Buy	+10,874	New	+$596K	0.56%	49

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

R.H. Dinel Investment Counsel's JPM Position: Q2 2026 in Review

R.H. Dinel Investment Counsel reduced its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, selling an estimated $62.1K and leaving 3,892 shares worth $1.27M. The position accounts for 0.98% of the portfolio, ranked #26.

R.H. Dinel Investment Counsel first reported a position in JPM in Q4 2013 and has held it in 43 quarters since. The position peaked at $1.32M in Q4 2025. 3,150 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

R.H. Dinel Investment Counsel held 3,892 shares of JPMorgan Chase worth $1.27M as of Q2 2026.
R.H. Dinel Investment Counsel sold 200 JPMorgan Chase shares in Q2 2026, an estimated $62.1K.
JPMorgan Chase made up 0.98% of R.H. Dinel Investment Counsel's portfolio in Q2 2026, its #26 holding.
R.H. Dinel Investment Counsel first reported a position in JPMorgan Chase in Q4 2013 and has held it in 43 quarters since.
R.H. Dinel Investment Counsel's JPMorgan Chase position peaked at $1.32M in Q4 2025.
3,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on R.H. Dinel Investment Counsel's 13F filing for Q2 2026, filed 13 Jul 2026.