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Dover Advisors, LLC

SEC CIK
0001964541
Latest filing
Aug 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Dover Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
22,128
Value
$7.13M
% of portfolio
2.9%
Quarters held
15
Since Q4 2022
Holdings of JPM by Dover Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,128$7.13M2.9%+283+1.3%AddedHolders
Q1 202621,845$6.43M2.7%−675−3.0%ReducedHolders
Q4 202522,520$7.26M2.8%−649−2.8%ReducedHolders
Q3 202523,169$7.31M2.9%−70.0%ReducedHolders
Q2 202523,176$6.72M3.0%−3,315−12.5%ReducedHolders
Q1 202526,491$6.50M2.8%+8,891+50.5%AddedHolders
Q4 202417,600$4.22M2.4%−41−0.2%ReducedHolders
Q3 202417,641$3.72M2.1%+264+1.5%AddedHolders
Q2 202417,377$3.51M2.2%+700+4.2%AddedHolders
Q1 202416,677$3.34M2.3%+8,024+92.7%AddedHolders
Q4 20238,653$1.47M1.9%−3,499−28.8%ReducedHolders
Q3 202312,152$1.76M1.8%+30+0.2%AddedHolders
Q2 202312,122$1.76M1.6%−1,947−13.8%ReducedHolders
Q1 202314,069$1.83M1.8%+3,077+28.0%AddedHolders
Q4 202210,992$1.47M1.6%–No prior filingHolders