JPMorgan Chase (JPM)Dakota Wealth Management reduced its stake -22K shares

221K

Shares reported · -22K vs prior quarter

1.4%

Disclosed portfolio weight

$65.1M

Reported value

Holdings as of

Mar 31, 2026

Filed

Aug 26, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 12, 2024CongressDisclosed partial sale of JPM — reported range $1,001 - $15,000
2. Mar 27, 2026CongressDisclosed sale of JPM — reported range $15,001 - $50,000
3. Jul 14, 2026Company filing · Form 8-K · ResultsReported its results
4. Jul 21, 2026Company filing · Form 8-K · Bylaws or charterChanged its bylaws, charter or fiscal year
5. Jul 23, 2026CongressDisclosed partial sale of JPM — reported range $1,001 - $15,000
6. Aug 11, 2026InsiderOfficer sold ~$904K of JPM shares in the open market
7. Aug 20, 2026Congress · 1 personMembers of Congress: 2 sales

What came next

1. Sep 4, 2026Congress · 1 personMembers of Congress: 2 sales
2. Sep 10, 2026InsiderOfficer sold ~$882K of JPM shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for JPMorgan Chase

For JPMorgan Chase, OQRO holds 4 insider filings (SEC Form 4 or Form 144), 7 Congress trade reports and 187 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its JPM page.

How this filing works

• SEC Form 13F

Other disclosures at JPMorgan Chase

• Senate eFD periodic transaction reportOct 1, 2026
• Senate eFD periodic transaction reportOct 1, 2026
• House Clerk periodic transaction reportSep 17, 2026
• House Clerk periodic transaction reportSep 17, 2026
• SEC Form 144Sep 10, 2026
• SEC Form 4Sep 10, 2026

Everything OQRO holds on this company is on its JPM page.