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Central Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Central Bank & Trust’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 		$5.18M Sell
15,826
-1,690
-10% -$525K 0.73% 36
2026
Q1 		$5.15M Buy
17,516
+1,382
+9% +$419K 0.81% 29
2025
Q4 		$5.2M Sell
16,134
-369
-2% -$114K 0.8% 32
2025
Q3 		$5.21M Sell
16,503
-256
-2% -$76.1K 0.82% 34
2025
Q2 		$4.86M Sell
16,759
-494
-3% -$126K 0.79% 35
2025
Q1 		$4.23M Buy
17,253
+273
+2% +$69.6K 0.71% 41
2024
Q4 		$4.07M Sell
16,980
-1,586
-9% -$369K 0.62% 46
2024
Q3 		$3.91M Sell
18,566
-48
-0.3% -$10.1K 0.54% 52
2024
Q2 		$3.76M Buy
18,614
+1,246
+7% +$244K 0.52% 52
2024
Q1 		$3.48M Buy
17,368
+535
+3% +$96.5K 0.5% 54
2023
Q4 		$2.86M Buy
16,833
+5,184
+45% +$786K 0.44% 63
2023
Q3 		$1.69M Buy
11,649
+1,298
+13% +$195K 0.29% 67
2023
Q2 		$1.51M Buy
10,351
+473
+5% +$65.1K 0.26% 77
2023
Q1 		$1.29M Buy
9,878
+429
+5% +$58.8K 0.23% 85
2022
Q4 		$1.27M Buy
9,449
+657
+7% +$83.2K 0.24% 86
2022
Q3 		$919K Sell
8,792
-82
-0.9% -$9.41K 0.2% 95
2022
Q2 		$999K Buy
8,874
+36
+0.4% +$4.46K 0.2% 92
2022
Q1 		$1.21M Sell
8,838
-445
-5% -$65.7K 0.19% 89
2021
Q4 		$1.47M Buy
9,283
+55
+0.6% +$9.03K 0.23% 84
2021
Q3 		$1.51M Buy
9,228
+124
+1% +$19.4K 0.25% 79
2021
Q2 		$1.42M Buy
9,104
+71
+0.8% +$11.2K 0.23% 79
2021
Q1 		$1.38M Buy
9,033
+3,552
+65% +$511K 0.23% 82
2020
Q4 		$696K Sell
5,481
-225
-4% -$25.1K 0.12% 105
2020
Q3 		$549K Buy
5,706
+7
+0.1% +$687 0.1% 103
2020
Q2 		$536K Hold
5,699
– – 0.11% 105
2020
Q1 		$513K Sell
5,699
-1,335
-19% -$162K 0.12% 97
2019
Q4 		$981K Buy
7,034
+2,530
+56% +$324K 0.19% 92
2019
Q3 		$530K Sell
4,504
-736
-14% -$83.2K 0.11% 109
2019
Q2 		$586K Sell
5,240
-105
-2% -$11.6K 0.13% 100
2019
Q1 		$541K Sell
5,345
-727
-12% -$74.9K 0.12% 105
2018
Q4 		$593K Sell
6,072
-477
-7% -$50.8K 0.15% 97
2018
Q3 		$739K Sell
6,549
-130
-2% -$14.8K 0.17% 89
2018
Q2 		$696K Sell
6,679
-502
-7% -$55.1K 0.17% 84
2018
Q1 		$790K Buy
7,181
+209
+3% +$23.7K 0.2% 81
2017
Q4 		$746K Sell
6,972
-308
-4% -$31.2K 0.18% 91
2017
Q3 		$695K Sell
7,280
-324
-4% -$29.9K 0.17% 90
2017
Q2 		$695K Sell
7,604
-694
-8% -$59.9K 0.18% 91
2017
Q1 		$729K Sell
8,298
-637
-7% -$56.2K 0.19% 93
2016
Q4 		$771K Buy
8,935
+1,786
+25% +$136K 0.21% 88
2016
Q3 		$476K Buy
7,149
+205
+3% +$13.4K 0.13% 97
2016
Q2 		$431K Buy
6,944
+1,346
+24% +$84.1K 0.12% 94
2016
Q1 		$332K Buy
5,598
+61
+1% +$3.56K 0.09% 106
2015
Q4 		$366K Buy
5,537
+200
+4% +$13K 0.11% 101
2015
Q3 		$325K Buy
5,337
+875
+20% +$57.3K 0.11% 101
2015
Q2 		$302K Sell
4,462
-1,875
-30% -$122K 0.1% 106
2015
Q1 		$384K Buy
6,337
+2,715
+75% +$161K 0.13% 97
2014
Q4 		$227K Sell
3,622
-82
-2% -$4.93K 0.08% 121
2014
Q3 		$223K Sell
3,704
-1,345
-27% -$78.6K 0.08% 123
2014
Q2 		$295K Buy
5,049
+191
+4% +$10.7K 0.11% 107
2014
Q1 		$294K Sell
4,858
-191
-4% -$11K 0.11% 106
2013
Q4 		$295K Sell
5,049
-125
-2% -$6.85K 0.11% 107
2013
Q3 		$267K Buy
5,174
+300
+6% +$16.1K 0.12% 104
2013
Q2 		$258K Buy
+4,874
New +$248K 0.12% 115

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Central Bank & Trust's JPM Position: Q2 2026 in Review

Central Bank & Trust reduced its JPMorgan Chase (JPM) stake by 9.6% in Q2 2026, selling an estimated $525K and leaving 15,826 shares worth $5.18M. The position accounts for 0.73% of the portfolio, ranked #36.

Central Bank & Trust first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.21M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Central Bank & Trust held 15,826 shares of JPMorgan Chase worth $5.18M as of Q2 2026.
  • Central Bank & Trust sold 1,690 JPMorgan Chase shares in Q2 2026, an estimated $525K.
  • JPMorgan Chase made up 0.73% of Central Bank & Trust's portfolio in Q2 2026, its #36 holding.
  • Central Bank & Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Central Bank & Trust's JPMorgan Chase position peaked at $5.21M in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Central Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.