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Colonial Trust’s JPMorgan Chase JPM Stock Holding History

Colonial 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
Q1 		$15.8M Buy
53,687
+57
+0.1% +$17.3K 2.15% 5
2025
Q4 		$17.3M Buy
53,630
+776
+1% +$240K 2.3% 6
2025
Q3 		$16.7M Buy
52,854
+968
+2% +$288K 2.25% 4
2025
Q2 		$15M Sell
51,886
-346
-0.7% -$88.3K 2.19% 4
2025
Q1 		$12.8M Sell
52,232
-1,273
-2% -$325K 1.99% 5
2024
Q4 		$12.8M Buy
53,505
+1,645
+3% +$383K 1.91% 6
2024
Q3 		$10.9M Buy
51,860
+4,614
+10% +$972K 1.69% 6
2024
Q2 		$9.56M Buy
47,246
+3,342
+8% +$653K 1.68% 7
2024
Q1 		$8.79M Buy
43,904
+740
+2% +$134K 1.65% 7
2023
Q4 		$7.34M Buy
43,164
+4,674
+12% +$708K 1.53% 10
2023
Q3 		$5.58M Sell
38,490
-242
-0.6% -$36.3K 1.38% 12
2023
Q2 		$5.63M Buy
38,732
+647
+2% +$89K 1.35% 14
2023
Q1 		$4.96M Buy
38,085
+1,664
+5% +$228K 1.26% 14
2022
Q4 		$4.88M Sell
36,421
-2,165
-6% -$274K 1.33% 15
2022
Q3 		$4.03M Buy
+38,586
New +$4.43M 1.29% 19

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Colonial Trust's JPM Position: Q1 2026 in Review

Colonial Trust increased its JPMorgan Chase (JPM) stake by 0.11% in Q1 2026, buying an estimated $17.3K and bringing the position to 53,687 shares worth $15.8M. The position accounts for 2.15% of the portfolio, ranked #5.

Colonial Trust first reported a position in JPM in Q3 2022 and has held it in 15 quarters since. The position peaked at $17.3M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Colonial Trust held 53,687 shares of JPMorgan Chase worth $15.8M as of Q1 2026.
  • Colonial Trust bought 57 JPMorgan Chase shares in Q1 2026, an estimated $17.3K.
  • JPMorgan Chase made up 2.15% of Colonial Trust's portfolio in Q1 2026, its #5 holding.
  • Colonial Trust first reported a position in JPMorgan Chase in Q3 2022 and has held it in 15 quarters since.
  • Colonial Trust's JPMorgan Chase position peaked at $17.3M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.