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Baker Boyer National Bank’s JPMorgan Chase JPM Stock Holding History

Baker Boyer National Bank’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 		$342K Hold
1,045
– – 0.09% 66
2026
Q1 		$307K Hold
1,045
– – 0.09% 68
2025
Q4 		$337K Buy
1,045
+82
+9% +$25.4K 0.1% 67
2025
Q3 		$304K Sell
963
-102
-10% -$30.3K 0.1% 64
2025
Q2 		$309K Hold
1,065
– – 0.11% 64
2025
Q1 		$261K Sell
1,065
-13
-1% -$3.31K 0.1% 64
2024
Q4 		$258K Sell
1,078
-170
-14% -$39.6K 0.09% 71
2024
Q3 		$263K Sell
1,248
-18
-1% -$3.79K 0.09% 70
2024
Q2 		$256K Sell
1,266
-94
-7% -$18.4K 0.09% 71
2024
Q1 		$272K Buy
1,360
+150
+12% +$27.1K 0.09% 74
2023
Q4 		$206K Buy
+1,210
New +$183K 0.08% 78
2016
Q4 		– Sell
-3,241
Closed -$216K – 42
2016
Q3 		$216K Hold
3,241
– – 0.89% 38
2016
Q2 		$201K Buy
+3,241
New +$202K 0.92% 37
2016
Q1 		– Sell
-3,091
Closed -$204K – 34
2015
Q4 		$204K Sell
3,091
-450
-13% -$29.3K 0.96% 33
2015
Q3 		$216K Sell
3,541
-777
-18% -$50.9K 1.05% 32
2015
Q2 		$293K Sell
4,318
-164
-4% -$10.7K 0.61% 40
2015
Q1 		$272K Buy
4,482
+164
+4% +$9.71K 0.56% 41
2014
Q4 		$270K Buy
+4,318
New +$260K 0.53% 41

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Baker Boyer National Bank's JPM Position: Q2 2026 in Review

Baker Boyer National Bank held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,045 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #66.

Baker Boyer National Bank first reported a position in JPM in Q4 2014 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Baker Boyer National Bank held 1,045 shares of JPMorgan Chase worth $342K as of Q2 2026.
  • Baker Boyer National Bank left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.09% of Baker Boyer National Bank's portfolio in Q2 2026, its #66 holding.
  • Baker Boyer National Bank first reported a position in JPMorgan Chase in Q4 2014 and has held it in 18 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.