ATC
JPM icon

Adirondack Trust Company’s JPMorgan Chase JPM Stock Holding History

Adirondack Trust Company’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 		$6.51M Sell
19,892
-249
-1% -$77.3K 1.94% 9
2026
Q1 		$5.92M Sell
20,141
-1,600
-7% -$486K 1.99% 7
2025
Q4 		$7.01M Sell
21,741
-295
-1% -$91.3K 2.3% 7
2025
Q3 		$6.95M Sell
22,036
-134
-0.6% -$39.9K 2.33% 7
2025
Q2 		$6.43M Sell
22,170
-97
-0.4% -$24.8K 2.33% 7
2025
Q1 		$5.46M Sell
22,267
-131
-0.6% -$33.4K 2.13% 7
2024
Q4 		$5.37M Sell
22,398
-316
-1% -$73.6K 2.05% 7
2024
Q3 		$4.79M Buy
22,714
+12
+0.1% +$2.53K 1.84% 8
2024
Q2 		$4.59M Sell
22,702
-68
-0.3% -$13.3K 1.87% 8
2024
Q1 		$4.56M Sell
22,770
-278
-1% -$50.2K 1.91% 8
2023
Q4 		$4.29M Sell
23,048
-464
-2% -$70.3K 1.85% 8
2023
Q3 		$3.41M Sell
23,512
-25
-0.1% -$3.75K 1.7% 13
2023
Q2 		$3.72M Buy
23,537
+9
+0% +$1.24K 1.74% 12
2023
Q1 		$3.07M Buy
23,528
+640
+3% +$87.7K 1.55% 15
2022
Q4 		$3.07M Sell
22,888
-138
-0.6% -$17.5K 1.59% 15
2022
Q3 		$2.41M Buy
23,026
+946
+4% +$109K 1.34% 17
2022
Q2 		$2.49M Buy
22,080
+209
+1% +$25.9K 1.33% 18
2022
Q1 		$2.98M Buy
21,871
+1,068
+5% +$158K 1.41% 17
2021
Q4 		$3.29M Sell
20,803
-301
-1% -$49.4K 1.57% 15
2021
Q3 		$3.59M Sell
21,104
-176
-0.8% -$27.6K 1.71% 14
2021
Q2 		$3.31M Buy
21,280
+128
+0.6% +$20.1K 1.67% 13
2021
Q1 		$3.22M Buy
21,152
+1,980
+10% +$285K 1.71% 13
2020
Q4 		$2.47M Buy
19,172
+825
+4% +$92.2K 1.48% 15
2020
Q3 		$1.77M Sell
18,347
-230
-1% -$22.6K 1.16% 20
2020
Q2 		$1.79M Sell
18,577
-585
-3% -$55.5K 1.19% 19
2020
Q1 		$1.73M Buy
19,162
+1,440
+8% +$175K 1.41% 18
2019
Q4 		$2.35M Sell
17,722
-2,060
-10% -$264K 1.54% 15
2019
Q3 		$2.33M Sell
19,782
-838
-4% -$94.8K 1.64% 16
2019
Q2 		$2.31M Buy
20,620
+1,119
+6% +$123K 1.61% 16
2019
Q1 		$2.26M Sell
19,501
-525
-3% -$54.1K 1.55% 17
2018
Q4 		$1.96M Buy
20,026
+99
+0.5% +$10.5K 1.51% 18
2018
Q3 		$2.25M Buy
19,927
+2,027
+11% +$230K 1.52% 16
2018
Q2 		$1.87M Buy
17,900
+10
+0.1% +$1.1K 1.32% 18
2018
Q1 		$1.95M Buy
17,890
+1,015
+6% +$115K 1.39% 17
2017
Q4 		$1.8M Sell
16,875
-490
-3% -$49.6K 1.31% 20
2017
Q3 		$1.66M Sell
17,365
-75
-0.4% -$6.92K 1.3% 19
2017
Q2 		$1.59M Sell
17,440
-3,390
-16% -$293K 1.28% 20
2017
Q1 		$1.83M Sell
20,830
-2,390
-10% -$211K 1.28% 21
2016
Q4 		$2M Sell
23,220
-176
-0.8% -$13.4K 1.4% 17
2016
Q3 		$1.56M Buy
23,396
+805
+4% +$52.5K 1.12% 23
2016
Q2 		$1.4M Sell
22,591
-359
-2% -$22.4K 1% 25
2016
Q1 		$1.36M Sell
22,950
-15
-0.1% -$876 1.01% 26
2015
Q4 		$1.37M Buy
22,965
+248
+1% +$16.1K 1.08% 21
2015
Q3 		$1.39M Sell
22,717
-295
-1% -$19.3K 1.12% 20
2015
Q2 		$1.56M Buy
23,012
+195
+0.9% +$12.7K 1.16% 20
2015
Q1 		$1.38M Sell
22,817
-25
-0.1% -$1.48K 1.03% 25
2014
Q4 		$1.43M Buy
22,842
+30
+0.1% +$1.8K 1.07% 26
2014
Q3 		$1.37M Buy
22,812
+555
+2% +$32.4K 1.04% 27
2014
Q2 		$1.28M Buy
22,257
+435
+2% +$24.5K 0.98% 30
2014
Q1 		$1.32M Sell
21,822
-1,240
-5% -$71.7K 1.06% 30
2013
Q4 		$1.35M Buy
23,062
+460
+2% +$25.2K 1.09% 28
2013
Q3 		$1.17M Buy
22,602
+50
+0.2% +$2.68K 1.03% 28
2013
Q2 		$1.19M Buy
+22,552
New +$1.15M 1.08% 27

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Adirondack Trust Company's JPM Position: Q2 2026 in Review

Adirondack Trust Company reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $77.3K and leaving 19,892 shares worth $6.51M. The position accounts for 1.94% of the portfolio, ranked #9.

Adirondack Trust Company first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.01M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Adirondack Trust Company held 19,892 shares of JPMorgan Chase worth $6.51M as of Q2 2026.
  • Adirondack Trust Company sold 249 JPMorgan Chase shares in Q2 2026, an estimated $77.3K.
  • JPMorgan Chase made up 1.94% of Adirondack Trust Company's portfolio in Q2 2026, its #9 holding.
  • Adirondack Trust Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Adirondack Trust Company's JPMorgan Chase position peaked at $7.01M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.