CSB
JPM icon

City State Bank’s JPMorgan Chase JPM Stock Holding History

City State 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 		$2.83M Sell
8,656
-49
-0.6% -$15.2K 0.65% 42
2026
Q1 		$2.56M Buy
8,705
+237
+3% +$71.9K 0.66% 40
2025
Q4 		$2.73M Buy
8,468
+80
+1% +$24.8K 0.75% 35
2025
Q3 		$2.65M Sell
8,388
-150
-2% -$44.6K 0.76% 32
2025
Q2 		$2.48M Sell
8,538
-129
-1% -$32.9K 0.78% 29
2025
Q1 		$2.13M Buy
8,667
+34
+0.4% +$8.67K 0.7% 33
2024
Q4 		$2.07M Sell
8,633
-75
-0.9% -$17.5K 0.73% 30
2024
Q3 		$1.84M Sell
8,708
-193
-2% -$40.7K 0.67% 38
2024
Q2 		$1.8M Sell
8,901
-174
-2% -$34K 0.74% 35
2024
Q1 		$1.82M Buy
9,075
+10
+0.1% +$1.8K 0.8% 32
2023
Q4 		$1.54M Sell
9,065
-85
-0.9% -$12.9K 0.77% 30
2023
Q3 		$1.33M Sell
9,150
-10
-0.1% -$1.5K 0.73% 34
2023
Q2 		$1.33M Sell
9,160
-116
-1% -$16K 0.72% 36
2023
Q1 		$1.21M Sell
9,276
-63
-0.7% -$8.63K 0.69% 36
2022
Q4 		$1.25M Buy
9,339
+112
+1% +$14.2K 0.77% 31
2022
Q3 		$964K Buy
9,227
+306
+3% +$35.1K 0.67% 36
2022
Q2 		$1M Buy
8,921
+10
+0.1% +$1.24K 0.7% 35
2022
Q1 		$1.22M Buy
8,911
+477
+6% +$70.4K 0.73% 30
2021
Q4 		$1.34M Buy
+8,434
New +$1.39M 0.82% 23

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

City State Bank's JPM Position: Q2 2026 in Review

City State Bank reduced its JPMorgan Chase (JPM) stake by 0.56% in Q2 2026, selling an estimated $15.2K and leaving 8,656 shares worth $2.83M. The position accounts for 0.65% of the portfolio, ranked #42.

City State Bank first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • City State Bank held 8,656 shares of JPMorgan Chase worth $2.83M as of Q2 2026.
  • City State Bank sold 49 JPMorgan Chase shares in Q2 2026, an estimated $15.2K.
  • JPMorgan Chase made up 0.65% of City State Bank's portfolio in Q2 2026, its #42 holding.
  • City State Bank first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.