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American Trust’s JPMorgan Chase JPM Stock Holding History

American 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
Q1 		$9.68M Sell
32,923
-4,372
-12% -$1.33M 0.86% 19
2025
Q4 		$12M Sell
37,295
-30
-0.1% -$9.29K 1.01% 17
2025
Q3 		$11.8M Buy
37,325
+75
+0.2% +$22.3K 0.99% 15
2025
Q2 		$10.8M Buy
37,250
+908
+2% +$232K 1.02% 15
2025
Q1 		$8.91M Sell
36,342
-261
-0.7% -$66.5K 2.2% 7
2024
Q4 		$8.77M Sell
36,603
-25
-0.1% -$5.82K 0.67% 21
2024
Q3 		$7.72M Sell
36,628
-4,919
-12% -$1.04M 0.64% 22
2024
Q2 		$8.4M Sell
41,547
-1,045
-2% -$204K 0.69% 23
2024
Q1 		$8.53M Sell
42,592
-2,565
-6% -$463K 0.71% 20
2023
Q4 		$7.68M Buy
45,157
+284
+0.6% +$43K 0.57% 28
2023
Q3 		$6.51M Sell
44,873
-4,216
-9% -$632K 0.5% 30
2023
Q2 		$7.14M Sell
49,089
-543
-1% -$74.7K 0.5% 37
2023
Q1 		$6.47M Sell
49,632
-1,958
-4% -$268K 0.45% 39
2022
Q4 		$6.92M Sell
51,590
-477
-0.9% -$60.4K 0.64% 32
2022
Q3 		$5.44M Sell
52,067
-3,082
-6% -$354K 0.46% 39
2022
Q2 		$6.21M Buy
55,149
+74
+0.1% +$9.17K 0.5% 37
2022
Q1 		$7.51M Buy
55,075
+3,301
+6% +$487K 0.5% 33
2021
Q4 		$8.2M Buy
+51,774
New +$8.5M 0.63% 25

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Trust's JPM Position: Q1 2026 in Review

American Trust reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2026, selling an estimated $1.33M and leaving 32,923 shares worth $9.68M. The position accounts for 0.86% of the portfolio, ranked #19.

American Trust first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $12M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • American Trust held 32,923 shares of JPMorgan Chase worth $9.68M as of Q1 2026.
  • American Trust sold 4,372 JPMorgan Chase shares in Q1 2026, an estimated $1.33M.
  • JPMorgan Chase made up 0.86% of American Trust's portfolio in Q1 2026, its #19 holding.
  • American Trust first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • American Trust's JPMorgan Chase position peaked at $12M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.