BankPlus Trust Department’s JPMorgan Chase JPM Stock Holding History

BankPlus Trust Department’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	$6.85M	Buy	20,940 +957	+5%	+$297K	1.6%	7
2026 Q1	$5.88M	Buy	19,983 +6,220	+45%	+$1.89M	1.57%	6
2025 Q4	$4.43M	Sell	13,763 -265	-2%	-$82K	1.16%	10
2025 Q3	$4.42M	Sell	14,028 -599	-4%	-$178K	1.18%	10
2025 Q2	$4.24M	Buy	14,627 +1,430	+11%	+$365K	1.26%	10
2025 Q1	$3.24M	Buy	13,197 +421	+3%	+$107K	1.08%	13
2024 Q4	$3.06M	Buy	+12,776	New	+$2.98M	1%	17

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BankPlus Trust Department's JPM Position: Q2 2026 in Review

BankPlus Trust Department increased its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, buying an estimated $297K and bringing the position to 20,940 shares worth $6.85M. The position accounts for 1.6% of the portfolio, ranked #7.

BankPlus Trust Department first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

BankPlus Trust Department held 20,940 shares of JPMorgan Chase worth $6.85M as of Q2 2026.
BankPlus Trust Department bought 957 JPMorgan Chase shares in Q2 2026, an estimated $297K.
JPMorgan Chase made up 1.6% of BankPlus Trust Department's portfolio in Q2 2026, its #7 holding.
BankPlus Trust Department first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.