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Blue Trust Inc’s JPMorgan Chase JPM Stock Holding History

Blue Trust Inc’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 		$13.3M Sell
40,592
-957
-2% -$297K 0.14% 52
2026
Q1 		$12.2M Sell
41,549
-4,963
-11% -$1.51M 0.14% 52
2025
Q4 		$15M Sell
46,512
-2,007
-4% -$621K 0.17% 43
2025
Q3 		$15.3M Buy
48,519
+865
+2% +$257K 0.17% 44
2025
Q2 		$13.8M Buy
47,654
+363
+0.8% +$92.6K 0.16% 45
2025
Q1 		$11.6M Buy
47,291
+2,643
+6% +$674K 0.15% 49
2024
Q4 		$10.7M Sell
44,648
-7,170
-14% -$1.67M 0.14% 54
2024
Q3 		$10.5M Buy
51,818
+18,108
+54% +$3.81M 0.14% 55
2024
Q2 		$6.75M Buy
33,710
+4,693
+16% +$917K 0.09% 64
2024
Q1 		$5.81M Buy
29,017
+27
+0.1% +$4.87K 0.08% 62
2023
Q4 		$4.2M Sell
28,990
-4,034
-12% -$611K 0.07% 64
2023
Q3 		$4.8M Buy
33,024
+4,827
+17% +$724K 0.07% 60
2023
Q2 		$3.67M Sell
28,197
-9,170
-25% -$1.26M 0.06% 72
2023
Q1 		$5.01M Sell
37,367
-3,562
-9% -$488K 0.08% 73
2022
Q4 		$4.28M Buy
40,929
+8,693
+27% +$1.1M 0.08% 70
2022
Q3 		$3.63M Buy
32,236
+3,466
+12% +$398K 0.06% 72
2022
Q2 		$3.92M Buy
+28,770
New +$3.56M 0.06% 71

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Blue Trust Inc's JPM Position: Q2 2026 in Review

Blue Trust Inc reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $297K and leaving 40,592 shares worth $13.3M. The position accounts for 0.14% of the portfolio, ranked #52.

Blue Trust Inc first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.3M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Blue Trust Inc held 40,592 shares of JPMorgan Chase worth $13.3M as of Q2 2026.
  • Blue Trust Inc sold 957 JPMorgan Chase shares in Q2 2026, an estimated $297K.
  • JPMorgan Chase made up 0.14% of Blue Trust Inc's portfolio in Q2 2026, its #52 holding.
  • Blue Trust Inc first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's JPMorgan Chase position peaked at $15.3M in Q3 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.