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Citizens National Bank Trust Department’s JPMorgan Chase JPM Stock Holding History

Citizens National Bank Trust Department’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 		$13.2M Sell
40,309
-165
-0.4% -$51.2K 1.94% 11
2026
Q1 		$11.9M Sell
40,474
-43
-0.1% -$13.1K 1.98% 10
2025
Q4 		$13.1M Buy
40,517
+26
+0.1% +$8.05K 2.25% 6
2025
Q3 		$12.8M Sell
40,491
-240
-0.6% -$71.4K 2.28% 6
2025
Q2 		$11.8M Buy
40,731
+1,450
+4% +$370K 2.36% 6
2025
Q1 		$9.64M Sell
39,281
-10
-0% -$2.55K 2.06% 9
2024
Q4 		$9.42M Sell
39,291
-428
-1% -$99.7K 1.99% 7
2024
Q3 		$8.38M Sell
39,719
-45
-0.1% -$9.48K 1.76% 15
2024
Q2 		$8.04M Buy
39,764
+128
+0.3% +$25K 1.79% 15
2024
Q1 		$7.94M Sell
39,636
-380
-0.9% -$68.6K 1.84% 13
2023
Q4 		$6.81M Sell
40,016
-375
-0.9% -$56.8K 1.73% 15
2023
Q3 		$5.86M Sell
40,391
-1,132
-3% -$170K 1.61% 20
2023
Q2 		$6.04M Sell
41,523
-3,990
-9% -$549K 1.6% 18
2023
Q1 		$5.93M Sell
45,513
-785
-2% -$108K 1.65% 17
2022
Q4 		$6.21M Sell
46,298
-1,155
-2% -$146K 1.75% 14
2022
Q3 		$4.96M Sell
47,453
-2,210
-4% -$254K 1.53% 18
2022
Q2 		$5.59M Buy
49,663
+20,760
+72% +$2.57M 1.61% 15
2022
Q1 		$3.45M Buy
28,903
+1,625
+6% +$240K 1.39% 22
2021
Q4 		$4.32M Sell
27,278
-20,165
-43% -$3.31M 1.64% 17
2021
Q3 		$7.77M Sell
47,443
-77
-0.2% -$12.1K 2.21% 7
2021
Q2 		$7.39M Sell
47,520
-1,230
-3% -$193K 2.11% 10
2021
Q1 		$7.42M Buy
48,750
+80
+0.2% +$11.5K 2.26% 8
2020
Q4 		$6.18M Buy
48,670
+450
+0.9% +$50.3K 2.02% 12
2020
Q3 		$4.64M Hold
48,220
– – 1.81% 13
2020
Q2 		$4.54M Buy
48,220
+175
+0.4% +$16.6K 1.94% 13
2020
Q1 		$4.33M Buy
+48,045
New +$5.84M 2.31% 11

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citizens National Bank Trust Department's JPM Position: Q2 2026 in Review

Citizens National Bank Trust Department reduced its JPMorgan Chase (JPM) stake by 0.41% in Q2 2026, selling an estimated $51.2K and leaving 40,309 shares worth $13.2M. The position accounts for 1.94% of the portfolio, ranked #11.

Citizens National Bank Trust Department first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. 3,400 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Citizens National Bank Trust Department held 40,309 shares of JPMorgan Chase worth $13.2M as of Q2 2026.
  • Citizens National Bank Trust Department sold 165 JPMorgan Chase shares in Q2 2026, an estimated $51.2K.
  • JPMorgan Chase made up 1.94% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #11 holding.
  • Citizens National Bank Trust Department first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • 3,400 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.