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Adelphi Trust’s JPMorgan Chase JPM Stock Holding History

Adelphi Trust’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
Q3 		$3.3M Buy
9,981
+156
+2% +$54.6K 2.17% 11
2026
Q2 		$3.22M Buy
9,825
+2,383
+32% +$740K 2.13% 12
2026
Q1 		$2.19M Buy
7,442
+293
+4% +$88.9K 1.78% 15
2025
Q4 		$2.3M Buy
+7,149
New +$2.21M 1.88% 15

Other funds holding JPM

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Adelphi Trust's JPM Position: Q3 2026 in Review

Adelphi Trust increased its JPMorgan Chase (JPM) stake by 1.6% in Q3 2026, buying an estimated $54.6K and bringing the position to 9,981 shares worth $3.3M. The position accounts for 2.17% of the portfolio, ranked #11.

Adelphi Trust first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Adelphi Trust held 9,981 shares of JPMorgan Chase worth $3.3M as of Q3 2026.
  • Adelphi Trust bought 156 JPMorgan Chase shares in Q3 2026, an estimated $54.6K.
  • JPMorgan Chase made up 2.17% of Adelphi Trust's portfolio in Q3 2026, its #11 holding.
  • Adelphi Trust first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.