Sloy Dahl & Holst’s JPMorgan Chase JPM Stock Holding History

Sloy Dahl & Holst’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	$822K	Sell	2,512 -35	-1%	-$10.9K	0.1%	57
2026 Q1	$749K	Buy	2,547 +18	+0.7%	+$5.46K	0.1%	56
2025 Q4	$815K	Hold	2,529	–	–	0.1%	54
2025 Q3	$798K	Sell	2,529 -35	-1%	-$10.4K	0.08%	53
2025 Q2	$743K	Sell	2,564 -55	-2%	-$14K	0.1%	49
2025 Q1	$642K	Hold	2,619	–	–	0.11%	52
2024 Q4	$628K	Buy	2,619 +20	+0.8%	+$4.66K	0.08%	52
2024 Q3	$548K	Buy	2,599 +35	+1%	+$7.37K	0.09%	47
2024 Q2	$519K	Hold	2,564	–	–	0.11%	45
2024 Q1	$514K	Hold	2,564	–	–	0.12%	46
2023 Q4	$436K	Sell	2,564 -19	-0.7%	-$2.88K	0.09%	56
2023 Q3	$375K	Hold	2,583	–	–	0.08%	54
2023 Q2	$376K	Hold	2,583	–	–	0.07%	52
2023 Q1	$337K	Hold	2,583	–	–	0.08%	46
2022 Q4	$346K	Sell	2,583 -397	-13%	-$50.3K	0.12%	43
2022 Q3	$311K	Hold	2,980	–	–	0.07%	56
2022 Q2	$336K	Hold	2,980	–	–	0.08%	51
2022 Q1	$406K	Sell	2,980 -546	-15%	-$80.6K	0.07%	47
2021 Q4	$577K	Hold	3,526	–	–	0.12%	43
2021 Q3	$577K	Buy	3,526 +397	+13%	+$62.2K	0.12%	43
2021 Q2	$486K	Sell	3,129 -697	-18%	-$109K	0.07%	41
2021 Q1	$582K	Buy	+3,826	New	+$550K	0.08%	36

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sloy Dahl & Holst's JPM Position: Q2 2026 in Review

Sloy Dahl & Holst reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $10.9K and leaving 2,512 shares worth $822K. The position accounts for 0.1% of the portfolio, ranked #57.

Sloy Dahl & Holst first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sloy Dahl & Holst held 2,512 shares of JPMorgan Chase worth $822K as of Q2 2026.
Sloy Dahl & Holst sold 35 JPMorgan Chase shares in Q2 2026, an estimated $10.9K.
JPMorgan Chase made up 0.1% of Sloy Dahl & Holst's portfolio in Q2 2026, its #57 holding.
Sloy Dahl & Holst first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.