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Bank of Stockton’s JPMorgan Chase JPM Stock Holding History

Bank of Stockton’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 		$6.89M Sell
21,037
-690
-3% -$214K 1.93% 12
2026
Q1 		$6.39M Sell
21,727
-1,094
-5% -$332K 1.98% 11
2025
Q4 		$7.35M Sell
22,821
-334
-1% -$103K 2.1% 9
2025
Q3 		$7.3M Buy
23,155
+141
+0.6% +$41.9K 2.08% 10
2025
Q2 		$6.67M Sell
23,014
-241
-1% -$61.5K 1.99% 11
2025
Q1 		$5.7M Sell
23,255
-100
-0.4% -$25.5K 1.82% 11
2024
Q4 		$5.6M Sell
23,355
-936
-4% -$218K 1.7% 12
2024
Q3 		$5.12M Sell
24,291
-476
-2% -$100K 1.54% 11
2024
Q2 		$5.01M Buy
24,767
+422
+2% +$82.5K 1.59% 12
2024
Q1 		$4.88M Buy
24,345
+334
+1% +$60.3K 1.51% 13
2023
Q4 		$4.09M Buy
24,011
+432
+2% +$65.5K 1.36% 14
2023
Q3 		$3.32M Buy
23,579
+2,201
+10% +$330K 1.24% 16
2023
Q2 		$3.11M Buy
21,378
+447
+2% +$61.5K 1.07% 18
2023
Q1 		$2.73M Sell
20,931
-3,828
-15% -$524K 0.95% 19
2022
Q4 		$3.32M Sell
24,759
-98
-0.4% -$12.4K 1.16% 15
2022
Q3 		$2.6M Buy
24,857
+28
+0.1% +$3.21K 1.01% 17
2022
Q2 		$2.8M Buy
24,829
+65
+0.3% +$8.05K 1.05% 16
2022
Q1 		$3.38M Buy
24,764
+705
+3% +$104K 1.05% 18
2021
Q4 		$3.81M Sell
24,059
-4
-0% -$657 1.12% 17
2021
Q3 		$3.94M Buy
24,063
+246
+1% +$38.6K 1.21% 18
2021
Q2 		$3.7M Sell
23,817
-533
-2% -$83.7K 1.12% 20
2021
Q1 		$3.71M Buy
24,350
+711
+3% +$102K 1.23% 16
2020
Q4 		$3M Sell
23,639
-1,568
-6% -$175K 1.15% 18
2020
Q3 		$2.42M Sell
25,207
-550
-2% -$54K 1.01% 18
2020
Q2 		$2.42M Buy
25,757
+912
+4% +$86.5K 1.05% 19
2020
Q1 		$2.23M Sell
24,845
-669
-3% -$81.3K 1.22% 16
2019
Q4 		$3.56M Sell
25,514
-1,418
-5% -$182K 1.51% 13
2019
Q3 		$3.17M Sell
26,932
-1,375
-5% -$156K 1.39% 14
2019
Q2 		$3.16M Sell
28,307
-235
-0.8% -$25.9K 1.61% 14
2019
Q1 		$2.89M Buy
28,542
+1,779
+7% +$183K 1.49% 14
2018
Q4 		$2.61M Sell
26,763
-96
-0.4% -$10.2K 1.58% 13
2018
Q3 		$3.03M Buy
26,859
+215
+0.8% +$24.4K 1.53% 13
2018
Q2 		$2.77M Sell
26,644
-146
-0.5% -$16K 1.51% 14
2018
Q1 		$2.94M Sell
26,790
-1,670
-6% -$189K 1.23% 16
2017
Q4 		$3.04M Buy
28,460
+3,288
+13% +$333K 1.25% 15
2017
Q3 		$2.4M Buy
25,172
+1,564
+7% +$144K 1.1% 17
2017
Q2 		$2.16M Buy
23,608
+149
+0.6% +$12.9K 0.98% 18
2017
Q1 		$2.06M Buy
23,459
+55
+0.2% +$4.85K 0.94% 18
2016
Q4 		$2.02M Buy
23,404
+964
+4% +$73.5K 0.96% 16
2016
Q3 		$1.49M Sell
22,440
-485
-2% -$31.6K 0.74% 26
2016
Q2 		$1.43M Buy
22,925
+885
+4% +$55.3K 0.76% 28
2016
Q1 		$1.3M Buy
22,040
+251
+1% +$14.7K 0.71% 27
2015
Q4 		$1.44M Buy
21,789
+459
+2% +$29.9K 0.83% 25
2015
Q3 		$1.3M Buy
21,330
+805
+4% +$52.7K 0.8% 24
2015
Q2 		$1.39M Buy
20,525
+1,000
+5% +$65.3K 0.78% 25
2015
Q1 		$1.18M Sell
19,525
-750
-4% -$44.4K 0.64% 33
2014
Q4 		$1.27M Hold
20,275
– – 0.72% 28
2014
Q3 		$1.22M Buy
20,275
+65
+0.3% +$3.8K 0.72% 27
2014
Q2 		$1.17M Sell
20,210
-1,835
-8% -$103K 0.66% 28
2014
Q1 		$1.34M Buy
22,045
+400
+2% +$23.1K 0.82% 19
2013
Q4 		$1.27M Buy
21,645
+1,000
+5% +$54.8K 0.79% 22
2013
Q3 		$1.07M Buy
20,645
+5,820
+39% +$312K 0.76% 24
2013
Q2 		$783K Buy
+14,825
New +$754K 0.61% 34

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

Bank of Stockton's JPM Position: Q2 2026 in Review

Bank of Stockton reduced its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, selling an estimated $214K and leaving 21,037 shares worth $6.89M. The position accounts for 1.93% of the portfolio, ranked #12.

Bank of Stockton first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.35M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bank of Stockton held 21,037 shares of JPMorgan Chase worth $6.89M as of Q2 2026.
  • Bank of Stockton sold 690 JPMorgan Chase shares in Q2 2026, an estimated $214K.
  • JPMorgan Chase made up 1.93% of Bank of Stockton's portfolio in Q2 2026, its #12 holding.
  • Bank of Stockton first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Bank of Stockton's JPMorgan Chase position peaked at $7.35M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.