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Berkshire Bank’s JPMorgan Chase JPM Stock Holding History

Berkshire 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 		$10.2M Sell
31,087
-1,114
-3% -$346K 1.96% 12
2026
Q1 		$9.47M Sell
32,201
-1,165
-3% -$354K 1.94% 13
2025
Q4 		$10.8M Sell
33,366
-1,608
-5% -$498K 2.18% 11
2025
Q3 		$11M Sell
34,974
-1,640
-4% -$488K 2.38% 10
2025
Q2 		$10.6M Sell
36,614
-1,265
-3% -$323K 2.42% 9
2025
Q1 		$9.29M Sell
37,879
-944
-2% -$241K 2.26% 10
2024
Q4 		$9.31M Buy
38,823
+1,735
+5% +$404K 2.16% 10
2024
Q3 		$7.82M Sell
37,088
-847
-2% -$178K 1.83% 10
2024
Q2 		$7.67M Sell
37,935
-1,788
-5% -$350K 1.93% 9
2024
Q1 		$7.96M Sell
39,723
-2,084
-5% -$376K 1.98% 9
2023
Q4 		$7.11M Sell
41,807
-59
-0.1% -$8.94K 1.88% 10
2023
Q3 		$6.07M Sell
41,866
-164
-0.4% -$24.6K 1.75% 12
2023
Q2 		$6.11M Sell
42,030
-233
-0.6% -$32K 1.69% 12
2023
Q1 		$5.51M Sell
42,263
-345
-0.8% -$47.3K 1.64% 15
2022
Q4 		$5.71M Sell
42,608
-4,143
-9% -$525K 1.75% 14
2022
Q3 		$4.88M Sell
46,751
-86
-0.2% -$9.87K 1.49% 16
2022
Q2 		$5.27M Buy
46,837
+389
+0.8% +$48.2K 1.54% 15
2022
Q1 		$6.33M Buy
46,448
+9
+0% +$1.33K 1.5% 16
2021
Q4 		$7.35M Buy
46,439
+1,345
+3% +$221K 1.63% 15
2021
Q3 		$7.38M Sell
45,094
-18
-0% -$2.82K 1.8% 11
2021
Q2 		$7.02M Sell
45,112
-145
-0.3% -$22.8K 1.7% 13
2021
Q1 		$6.89M Sell
45,257
-482
-1% -$69.3K 1.73% 11
2020
Q4 		$5.81M Buy
45,739
+2,131
+5% +$238K 1.45% 15
2020
Q3 		$4.2M Buy
+43,608
New +$4.28M 1.12% 21

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

Berkshire Bank's JPM Position: Q2 2026 in Review

Berkshire Bank reduced its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, selling an estimated $346K and leaving 31,087 shares worth $10.2M. The position accounts for 1.96% of the portfolio, ranked #12.

Berkshire Bank first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. The position peaked at $11M in Q3 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Berkshire Bank held 31,087 shares of JPMorgan Chase worth $10.2M as of Q2 2026.
  • Berkshire Bank sold 1,114 JPMorgan Chase shares in Q2 2026, an estimated $346K.
  • JPMorgan Chase made up 1.96% of Berkshire Bank's portfolio in Q2 2026, its #12 holding.
  • Berkshire Bank first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's JPMorgan Chase position peaked at $11M in Q3 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.