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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
Q2 		$9.91M Sell
30,269
-2,654
-8% -$824K 0.76% 20
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

American Trust's JPM Position: Q2 2026 in Review

American Trust reduced its JPMorgan Chase (JPM) stake by 8.1% in Q2 2026, selling an estimated $824K and leaving 30,269 shares worth $9.91M. The position accounts for 0.76% of the portfolio, ranked #20.

American Trust first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $12M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • American Trust held 30,269 shares of JPMorgan Chase worth $9.91M as of Q2 2026.
  • American Trust sold 2,654 JPMorgan Chase shares in Q2 2026, an estimated $824K.
  • JPMorgan Chase made up 0.76% of American Trust's portfolio in Q2 2026, its #20 holding.
  • American Trust first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • American Trust's JPMorgan Chase position peaked at $12M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.