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Chicago Trust’s JPMorgan Chase JPM Stock Holding History

Chicago 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 		$11.2M Buy
34,261
+340
+1% +$106K 1.63% 12
2026
Q1 		$9.98M Sell
33,921
-1,301
-4% -$395K 1.59% 12
2025
Q4 		$11.3M Sell
35,222
-2,612
-7% -$809K 1.77% 12
2025
Q3 		$11.9M Sell
37,834
-2,361
-6% -$702K 1.66% 12
2025
Q2 		$11.7M Buy
40,195
+2,215
+6% +$565K 1.64% 13
2025
Q1 		$9.32M Sell
37,980
-2,204
-5% -$562K 1.65% 10
2024
Q4 		$9.63M Buy
40,184
+3,060
+8% +$713K 1.7% 10
2024
Q3 		$7.83M Buy
37,124
+3,370
+10% +$710K 1.35% 10
2024
Q2 		$6.83M Buy
33,754
+3,134
+10% +$613K 1.38% 12
2024
Q1 		$6.13M Buy
30,620
+579
+2% +$104K 1.27% 15
2023
Q4 		$5.11M Sell
30,041
-5,429
-15% -$823K 1.14% 16
2023
Q3 		$5.14M Buy
35,470
+122
+0.3% +$18.3K 1.29% 13
2023
Q2 		$5.14M Sell
35,348
-215
-0.6% -$29.6K 1.23% 12
2023
Q1 		$4.63M Sell
35,563
-3,030
-8% -$415K 1.16% 12
2022
Q4 		$5.17M Sell
38,593
-3,213
-8% -$407K 1.29% 13
2022
Q3 		$4.37M Buy
41,806
+2,441
+6% +$280K 1.13% 16
2022
Q2 		$4.43M Buy
39,365
+4,674
+13% +$579K 1.12% 16
2022
Q1 		$4.73M Buy
34,691
+160
+0.5% +$23.6K 1.02% 15
2021
Q4 		$5.47M Buy
34,531
+1,262
+4% +$207K 1.09% 12
2021
Q3 		$5.45M Buy
33,269
+754
+2% +$118K 1.2% 10
2021
Q2 		$5.06M Buy
32,515
+1,807
+6% +$284K 1.2% 10
2021
Q1 		$4.67M Buy
30,708
+671
+2% +$96.5K 1.61% 7
2020
Q4 		$3.82M Sell
30,037
-1,300
-4% -$145K 1.31% 12
2020
Q3 		$3.02M Sell
31,337
-425
-1% -$41.7K 1.26% 17
2020
Q2 		$2.99M Buy
31,762
+458
+1% +$43.5K 1.32% 16
2020
Q1 		$2.82M Sell
31,304
-1,014
-3% -$123K 1.43% 17
2019
Q4 		$4.5M Sell
32,318
-275
-0.8% -$35.3K 1.83% 9
2019
Q3 		$3.83M Buy
32,593
+1,596
+5% +$181K 1.62% 11
2019
Q2 		$3.46K Buy
30,997
+914
+3% +$101K 1.48% 18
2019
Q1 		$3.05K Sell
30,083
-125
-0.4% -$12.9K 1.31% 25
2018
Q4 		$2.95K Sell
30,208
-192
-0.6% -$20.5K 1.4% 23
2018
Q3 		$3.43M Buy
30,400
+22
+0.1% +$2.5K 1.37% 20
2018
Q2 		$3.17M Sell
30,378
-395
-1% -$43.3K 1.35% 22
2018
Q1 		$3.38M Sell
30,773
-2,586
-8% -$293K 1.45% 18
2017
Q4 		$3.57M Sell
33,359
-4,040
-11% -$409K 1.43% 17
2017
Q3 		$3.57K Buy
37,399
+1,090
+3% +$101K 1.51% 15
2017
Q2 		$3.32K Sell
36,309
-1,551
-4% -$134K 1.47% 16
2017
Q1 		$3.33K Sell
37,860
-7,121
-16% -$628K 1.47% 16
2016
Q4 		$3.88M Sell
44,981
-7,384
-14% -$563K 1.68% 15
2016
Q3 		$3.49M Sell
52,365
-8,301
-14% -$541K 1.52% 15
2016
Q2 		$3.77M Sell
60,666
-2,716
-4% -$170K 1.55% 16
2016
Q1 		$3.75M Sell
63,382
-11,590
-15% -$677K 1.56% 16
2015
Q4 		$4.95M Sell
74,972
-6,785
-8% -$442K 1.92% 11
2015
Q3 		$4.99M Sell
81,757
-902
-1% -$59.1K 1.91% 11
2015
Q2 		$5.6M Sell
82,659
-4,664
-5% -$305K 1.97% 8
2015
Q1 		$5.29M Buy
+87,323
New +$5.17M 1.81% 11

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

Chicago Trust's JPM Position: Q2 2026 in Review

Chicago Trust increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $106K and bringing the position to 34,261 shares worth $11.2M. The position accounts for 1.63% of the portfolio, ranked #12.

Chicago Trust first reported a position in JPM in Q1 2015 and has held it in 46 quarters since. The position peaked at $11.9M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Chicago Trust held 34,261 shares of JPMorgan Chase worth $11.2M as of Q2 2026.
  • Chicago Trust bought 340 JPMorgan Chase shares in Q2 2026, an estimated $106K.
  • JPMorgan Chase made up 1.63% of Chicago Trust's portfolio in Q2 2026, its #12 holding.
  • Chicago Trust first reported a position in JPMorgan Chase in Q1 2015 and has held it in 46 quarters since.
  • Chicago Trust's JPMorgan Chase position peaked at $11.9M in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.