BB
JPM icon

Bell Bank’s JPMorgan Chase JPM Stock Holding History

Bell 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 		$7.27M Buy
22,218
+1,517
+7% +$471K 0.28% 52
2026
Q1 		$6.09M Buy
20,701
+569
+3% +$173K 0.26% 51
2025
Q4 		$6.49M Buy
20,132
+50
+0.2% +$15.5K 0.28% 52
2025
Q3 		$6.33M Sell
20,082
-703
-3% -$209K 0.27% 51
2025
Q2 		$6.03M Buy
20,785
+2,036
+11% +$520K 0.28% 52
2025
Q1 		$4.6M Buy
18,749
+358
+2% +$91.3K 0.25% 55
2024
Q4 		$4.41M Buy
18,391
+359
+2% +$83.6K 0.33% 51
2024
Q3 		$3.8M Sell
18,032
-1,940
-10% -$409K 0.45% 50
2024
Q2 		$4.04M Buy
19,972
+870
+5% +$170K 0.34% 47
2024
Q1 		$3.83M Buy
19,102
+2,910
+18% +$525K 0.33% 47
2023
Q4 		$2.75M Buy
16,192
+602
+4% +$91.2K 0.27% 51
2023
Q3 		$2.26M Buy
15,590
+968
+7% +$145K 0.25% 53
2023
Q2 		$2.13M Buy
14,622
+2,490
+21% +$342K 0.23% 59
2023
Q1 		$1.58M Sell
12,132
-367
-3% -$50.3K 0.17% 73
2022
Q4 		$1.68M Sell
12,499
-385
-3% -$48.8K 0.19% 66
2022
Q3 		$1.35M Buy
12,884
+1,155
+10% +$133K 0.17% 76
2022
Q2 		$1.32M Buy
11,729
+3,002
+34% +$372K 0.16% 88
2022
Q1 		$1.19M Sell
8,727
-35
-0.4% -$5.17K 0.13% 90
2021
Q4 		$1.39M Sell
8,762
-733
-8% -$120K 0.16% 84
2021
Q3 		$1.55M Sell
9,495
-985
-9% -$154K 0.19% 69
2021
Q2 		$1.63M Sell
10,480
-636
-6% -$99.9K 0.22% 62
2021
Q1 		$1.69M Buy
11,116
+571
+5% +$82.1K 0.24% 56
2020
Q4 		$1.34M Sell
10,545
-546
-5% -$61K 0.21% 67
2020
Q3 		$1.07M Buy
11,091
+4,436
+67% +$436K 0.19% 74
2020
Q2 		$626K Buy
6,655
+11
+0.2% +$1.04K 0.12% 94
2020
Q1 		$598K Sell
6,644
-291
-4% -$35.4K 0.13% 89
2019
Q4 		$967K Buy
6,935
+34
+0.5% +$4.36K 0.17% 67
2019
Q3 		$812K Buy
6,901
+45
+0.7% +$5.09K 0.15% 75
2019
Q2 		$767K Sell
6,856
-167
-2% -$18.4K 0.17% 72
2019
Q1 		$711K Sell
7,023
-355
-5% -$36.6K 0.19% 72
2018
Q4 		$720K Buy
7,378
+314
+4% +$33.5K 0.22% 73
2018
Q3 		$797K Sell
7,064
-1
-0% -$114 0.25% 71
2018
Q2 		$736K Buy
7,065
+1,449
+26% +$159K 0.23% 71
2018
Q1 		$618K Sell
5,616
-18
-0.3% -$2.04K 0.2% 71
2017
Q4 		$602K Sell
5,634
-92
-2% -$9.31K 0.17% 69
2017
Q3 		$547K Sell
5,726
-242
-4% -$22.3K 0.16% 67
2017
Q2 		$545K Sell
5,968
-217
-4% -$18.7K 0.19% 68
2017
Q1 		$543K Sell
6,185
-205
-3% -$18.1K 0.2% 69
2016
Q4 		$551K Sell
6,390
-30,264
-83% -$2.31M 0.22% 63
2016
Q3 		$2.44M Buy
36,654
+1,148
+3% +$74.9K 1.54% 25
2016
Q2 		$2.21M Buy
35,506
+1,520
+4% +$94.9K 1.27% 34
2016
Q1 		$2.01M Buy
33,986
+2,619
+8% +$153K 1.31% 35
2015
Q4 		$2.07M Buy
31,367
+20,447
+187% +$1.33M 1.49% 27
2015
Q3 		$666K Sell
10,920
-214
-2% -$14K 0.53% 87
2015
Q2 		$754K Buy
11,134
+298
+3% +$19.5K 0.56% 73
2015
Q1 		$656K Sell
10,836
-820
-7% -$48.6K 0.46% 91
2014
Q4 		$729K Sell
11,656
-380
-3% -$22.9K 0.5% 86
2014
Q3 		$725K Sell
12,036
-461
-4% -$26.9K 0.52% 85
2014
Q2 		$720K Sell
12,497
-2,944
-19% -$166K 0.51% 91
2014
Q1 		$937K Sell
15,441
-4,784
-24% -$276K 0.63% 50
2013
Q4 		$1.18M Sell
20,225
-22,816
-53% -$1.25M 0.61% 42
2013
Q3 		$2.23M Buy
43,041
+4,304
+11% +$231K 0.78% 45
2013
Q2 		$2.04M Buy
+38,737
New +$1.97M 0.72% 51

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Bell Bank's JPM Position: Q2 2026 in Review

Bell Bank increased its JPMorgan Chase (JPM) stake by 7.3% in Q2 2026, buying an estimated $471K and bringing the position to 22,218 shares worth $7.27M. The position accounts for 0.28% of the portfolio, ranked #52.

Bell Bank first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bell Bank held 22,218 shares of JPMorgan Chase worth $7.27M as of Q2 2026.
  • Bell Bank bought 1,517 JPMorgan Chase shares in Q2 2026, an estimated $471K.
  • JPMorgan Chase made up 0.28% of Bell Bank's portfolio in Q2 2026, its #52 holding.
  • Bell Bank first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.