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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sloy Dahl & Holst's JPM Position: Q1 2026 in Review

Sloy Dahl & Holst increased its JPMorgan Chase (JPM) stake by 0.71% in Q1 2026, buying an estimated $5.46K and bringing the position to 2,547 shares worth $749K. The position accounts for 0.1% of the portfolio, ranked #56.

Sloy Dahl & Holst first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $815K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sloy Dahl & Holst held 2,547 shares of JPMorgan Chase worth $749K as of Q1 2026.
  • Sloy Dahl & Holst bought 18 JPMorgan Chase shares in Q1 2026, an estimated $5.46K.
  • JPMorgan Chase made up 0.1% of Sloy Dahl & Holst's portfolio in Q1 2026, its #56 holding.
  • Sloy Dahl & Holst first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • Sloy Dahl & Holst's JPMorgan Chase position peaked at $815K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.