Bank of Nova Scotia Trust’s JPMorgan Chase JPM Stock Holding History

Bank of Nova Scotia 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	$17.9M	Sell	60,731 -2,783	-4%	-$845K	1.53%	24
2025 Q4	$20.5M	Buy	63,514 +200	+0.3%	+$61.9K	1.78%	15
2025 Q3	$20M	Sell	63,314 -1,947	-3%	-$579K	1.86%	16
2025 Q2	$18.9M	Buy	65,261 +490	+0.8%	+$125K	1.86%	17
2025 Q1	$15.9M	Sell	64,771 -2,062	-3%	-$526K	1.7%	21
2024 Q4	$16M	Sell	66,833 -1,302	-2%	-$303K	1.69%	22
2024 Q3	$14.4M	Sell	68,135 -1,455	-2%	-$306K	1.46%	23
2024 Q2	$14.1M	Sell	69,590 -3,893	-5%	-$761K	1.57%	24
2024 Q1	$14.7M	Sell	73,483 -927	-1%	-$167K	1.58%	22
2023 Q4	$12.7M	Buy	74,410 +1,423	+2%	+$216K	1.42%	26
2023 Q3	$10.6M	Sell	72,987 -3,024	-4%	-$453K	1.26%	29
2023 Q2	$11.1M	Buy	76,011 +5,107	+7%	+$702K	1.15%	31
2023 Q1	$9.24M	Sell	70,904 -99,384	-58%	-$13.6M	1.02%	34
2022 Q4	$22.8M	Buy	170,288 +509	+0.3%	+$64.5K	2.47%	11
2022 Q3	$17.7M	Buy	169,779 +1,656	+1%	+$190K	2.01%	15
2022 Q2	$18.9M	Buy	168,123 +2,448	+1%	+$303K	1.94%	15
2022 Q1	$22.6M	Sell	165,675 -37,104	-18%	-$5.48M	1.97%	15
2021 Q4	$32.1M	Sell	202,779 -2,554	-1%	-$419K	2.78%	9
2021 Q3	$33.6M	Buy	205,333 +826	+0.4%	+$129K	3.03%	9
2021 Q2	$31.8M	Buy	204,507 +94,374	+86%	+$14.8M	2.81%	9
2021 Q1	$16.8M	Sell	110,133 -1,475	-1%	-$212K	1.61%	17
2020 Q4	$14.2M	Buy	111,608 +36,434	+48%	+$4.07M	1.48%	21
2020 Q3	$7.24M	Sell	75,174 -2,240	-3%	-$220K	0.89%	37
2020 Q2	$7.28M	Buy	77,414 +5,745	+8%	+$545K	1.09%	31
2020 Q1	$6.45M	Buy	71,669 +3	+0%	+$364	0.96%	34
2019 Q4	$9.99M	Buy	71,666 +1,278	+2%	+$164K	1.13%	32
2019 Q3	$8.28M	Buy	70,388 +154	+0.2%	+$17.4K	0.97%	36
2019 Q2	$7.85M	Buy	70,234 +2,097	+3%	+$231K	0.93%	34
2019 Q1	$6.9M	Sell	68,137 -1,330	-2%	-$137K	0.84%	41
2018 Q4	$6.78M	Buy	69,467 +378	+0.5%	+$40.3K	0.92%	37
2018 Q3	$7.8M	Sell	69,089 -2,895	-4%	-$329K	0.85%	36
2018 Q2	$7.5M	Sell	71,984 -241	-0.3%	-$26.4K	0.84%	35
2018 Q1	$7.94M	Buy	72,225 +719	+1%	+$81.4K	0.93%	29
2017 Q4	$7.65M	Sell	71,506 -2,032	-3%	-$206K	0.83%	32
2017 Q3	$7.02M	Buy	73,538 +3,709	+5%	+$342K	0.74%	32
2017 Q2	$6.38M	Buy	69,829 +13	+0%	+$1.12K	0.73%	33
2017 Q1	$6.13M	Buy	69,816 +19,342	+38%	+$1.71M	0.69%	32
2016 Q4	$4.36M	Buy	50,474 +9,475	+23%	+$723K	0.5%	39
2016 Q3	$2.73M	Sell	40,999 -3,873	-9%	-$253K	0.33%	47
2016 Q2	$2.79M	Sell	44,872 -30,676	-41%	-$1.92M	0.37%	49
2016 Q1	$4.47M	Sell	75,548 -30,685	-29%	-$1.79M	0.61%	37
2015 Q4	$7.01M	Buy	106,233 +5,794	+6%	+$377K	1.05%	22
2015 Q3	$6.12M	Buy	100,439 +6,640	+7%	+$435K	0.86%	30
2015 Q2	$6.33M	Buy	93,799 +5,992	+7%	+$391K	0.81%	32
2015 Q1	$5.32M	Sell	87,807 -1,603	-2%	-$94.9K	0.69%	36
2014 Q4	$5.59M	Buy	89,410 +5,127	+6%	+$309K	0.68%	34
2014 Q3	$5.08M	Buy	84,283 +3,357	+4%	+$196K	0.59%	37
2014 Q2	$4.66M	Buy	80,926 +4,413	+6%	+$248K	0.5%	39
2014 Q1	$4.64M	Buy	76,513 +2,662	+4%	+$154K	0.62%	35
2013 Q4	$4.32M	Buy	73,851 +3,770	+5%	+$207K	0.59%	33
2013 Q3	$3.62M	Buy	70,081 +15,082	+27%	+$809K	0.52%	36
2013 Q2	$3.02M	Buy	+54,999	New	+$2.8M	0.44%	45

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of Nova Scotia Trust's JPM Position: Q1 2026 in Review

Bank of Nova Scotia Trust reduced its JPMorgan Chase (JPM) stake by 4.4% in Q1 2026, selling an estimated $845K and leaving 60,731 shares worth $17.9M. The position accounts for 1.53% of the portfolio, ranked #24.

Bank of Nova Scotia Trust first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.6M in Q3 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Bank of Nova Scotia Trust held 60,731 shares of JPMorgan Chase worth $17.9M as of Q1 2026.
Bank of Nova Scotia Trust sold 2,783 JPMorgan Chase shares in Q1 2026, an estimated $845K.
JPMorgan Chase made up 1.53% of Bank of Nova Scotia Trust's portfolio in Q1 2026, its #24 holding.
Bank of Nova Scotia Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Bank of Nova Scotia Trust's JPMorgan Chase position peaked at $33.6M in Q3 2021.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bank of Nova Scotia Trust's 13F filing for Q1 2026, filed 13 May 2026.