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Community Bank & Trust (Waco, Texas)’s JPMorgan Chase JPM Stock Holding History

Community Bank & Trust (Waco, Texas)’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 		$14.6M Buy
49,554
+97
+0.2% +$29.4K 2.89% 5
2025
Q4 		$15.9M Sell
49,457
-1,178
-2% -$365K 3.27% 4
2025
Q3 		$16M Buy
50,635
+448
+0.9% +$133K 3.3% 4
2025
Q2 		$14.6M Buy
50,187
+101
+0.2% +$25.8K 3.3% 4
2025
Q1 		$12.3M Sell
50,086
-434
-0.9% -$111K 2.89% 4
2024
Q4 		$12.1M Buy
50,520
+837
+2% +$195K 2.76% 6
2024
Q3 		$10.5M Buy
49,683
+2,198
+5% +$463K 2.36% 7
2024
Q2 		$9.6M Buy
47,485
+105
+0.2% +$20.5K 2.4% 7
2024
Q1 		$9.49M Buy
47,380
+79
+0.2% +$14.3K 2.33% 10
2023
Q4 		$8.05M Buy
47,301
+948
+2% +$144K 2.19% 7
2023
Q3 		$4.84M Sell
46,353
-295
-0.6% -$44.2K 1.72% 18
2023
Q2 		$6.79M Buy
46,648
+46
+0.1% +$6.33K 2.04% 10
2023
Q1 		$6.07M Sell
46,602
-671
-1% -$91.9K 1.93% 12
2022
Q4 		$6.34M Buy
47,273
+920
+2% +$117K 2.07% 11
2022
Q3 		$4.84M Buy
46,353
+402
+0.9% +$46.1K 1.72% 18
2022
Q2 		$5.17M Buy
45,951
+1,477
+3% +$183K 1.71% 16
2022
Q1 		$6.26M Buy
44,474
+767
+2% +$113K 1.79% 15
2021
Q4 		$6.92M Buy
43,707
+403
+0.9% +$66.2K 2.04% 9
2021
Q3 		$7.09M Buy
43,304
+545
+1% +$85.4K 2.31% 6
2021
Q2 		$6.65M Buy
42,759
+626
+1% +$98.3K 2.17% 8
2021
Q1 		$6.41M Buy
42,133
+603
+1% +$86.8K 2.17% 7
2020
Q4 		$5.28K Buy
41,530
+4,068
+11% +$455K 1.86% 12
2020
Q3 		$3.61M Buy
37,462
+2,288
+7% +$225K 1.43% 23
2020
Q2 		$3.31M Buy
35,174
+1,873
+6% +$178K 1.38% 26
2020
Q1 		$3M Buy
33,301
+249
+0.8% +$30.3K 1.5% 23
2019
Q4 		$4.61M Buy
33,052
+2,337
+8% +$300K 1.84% 11
2019
Q3 		$3.62M Buy
30,715
+1,134
+4% +$128K 1.55% 20
2019
Q2 		$3.31M Buy
29,581
+252
+0.9% +$27.8K 1.42% 28
2019
Q1 		$2.97M Buy
29,329
+408
+1% +$42K 1.3% 29
2018
Q4 		$5.82M Buy
28,921
+292
+1% +$31.1K 2.82% 5
2018
Q3 		$3.23M Buy
28,629
+750
+3% +$85.1K 1.35% 29
2018
Q2 		$2.9M Buy
27,879
+233
+0.8% +$25.6K 1.31% 27
2018
Q1 		$3.04M Buy
27,646
+476
+2% +$53.9K 1.4% 25
2017
Q4 		$2.91M Buy
27,170
+195
+0.7% +$19.7K 1.27% 27
2017
Q3 		$2.58M Hold
26,975
– – 1.2% 34
2017
Q2 		$2.47M Hold
26,975
– – 1.19% 32
2017
Q1 		$2.37M Sell
26,975
-400
-1% -$35.3K 1.17% 34
2016
Q4 		$2.36M Buy
27,375
+100
+0.4% +$7.63K 1.23% 27
2016
Q3 		$1.82M Hold
27,275
– – 0.99% 43
2016
Q2 		$1.7M Hold
27,275
– – 0.93% 44
2016
Q1 		$1.61M Hold
27,275
– – 0.92% 45
2015
Q4 		$1.8M Buy
+27,275
New +$1.78M 1.05% 40

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

Community Bank & Trust (Waco, Texas)'s JPM Position: Q1 2026 in Review

Community Bank & Trust (Waco, Texas) increased its JPMorgan Chase (JPM) stake by 0.2% in Q1 2026, buying an estimated $29.4K and bringing the position to 49,554 shares worth $14.6M. The position accounts for 2.89% of the portfolio, ranked #5.

Community Bank & Trust (Waco, Texas) first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $16M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Community Bank & Trust (Waco, Texas) held 49,554 shares of JPMorgan Chase worth $14.6M as of Q1 2026.
  • Community Bank & Trust (Waco, Texas) bought 97 JPMorgan Chase shares in Q1 2026, an estimated $29.4K.
  • JPMorgan Chase made up 2.89% of Community Bank & Trust (Waco, Texas)'s portfolio in Q1 2026, its #5 holding.
  • Community Bank & Trust (Waco, Texas) first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
  • Community Bank & Trust (Waco, Texas)'s JPMorgan Chase position peaked at $16M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q1 2026, filed 17 Apr 2026.