Advantage Trust Company’s JPMorgan Chase JPM Stock Holding History

Advantage 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	$33.1K	Buy	101 +56	+124%	+$17.4K	0.01%	129
2026 Q1	$13.2K	Hold	45	–	–	0.01%	104
2025 Q4	$14.5K	Sell	45 -45	-50%	-$13.9K	0.01%	100
2025 Q3	$28.4K	Hold	90	–	–	0.01%	134
2025 Q2	$26.1K	Hold	90	–	–	0.01%	158
2025 Q1	$22.1K	Hold	90	–	–	0.01%	122
2024 Q4	$21.6K	Hold	90	–	–	0.01%	135
2024 Q3	$19K	Sell	90 -700	-89%	-$147K	0.01%	126
2024 Q2	$160K	Hold	790	–	–	0.11%	49
2024 Q1	$158K	Hold	790	–	–	0.12%	51
2023 Q4	$134K	Buy	+790	New	+$120K	0.11%	58

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Advantage Trust Company increased its JPMorgan Chase (JPM) stake by 124% in Q2 2026, buying an estimated $17.4K and bringing the position to 101 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #129.

Advantage Trust Company first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $160K in Q2 2024. 1,793 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Advantage Trust Company held 101 shares of JPMorgan Chase worth $33.1K as of Q2 2026.
Advantage Trust Company bought 56 JPMorgan Chase shares in Q2 2026, an estimated $17.4K.
JPMorgan Chase made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #129 holding.
Advantage Trust Company first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Advantage Trust Company's JPMorgan Chase position peaked at $160K in Q2 2024.
1,793 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.