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Community Trust & Investment’s JPMorgan Chase JPM Stock Holding History

Community Trust & Investment’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 		$44.7M Sell
136,556
-1,528
-1% -$475K 2.31% 9
2026
Q1 		$40.6M Buy
138,084
+3,200
+2% +$971K 2.21% 8
2025
Q4 		$43.5M Sell
134,884
-1,807
-1% -$559K 2.3% 8
2025
Q3 		$43.1M Sell
136,691
-29,719
-18% -$8.84M 2.32% 9
2025
Q2 		$48.2M Sell
166,410
-2,546
-2% -$650K 2.79% 8
2025
Q1 		$41.4M Sell
168,956
-1,707
-1% -$435K 2.65% 8
2024
Q4 		$40.9M Sell
170,663
-1,191
-0.7% -$277K 2.53% 8
2024
Q3 		$36.2M Buy
171,854
+3,847
+2% +$810K 2.3% 8
2024
Q2 		$34M Sell
168,007
-3,999
-2% -$782K 2.32% 8
2024
Q1 		$34.5M Sell
172,006
-6,373
-4% -$1.15M 2.42% 9
2023
Q4 		$30.3M Buy
178,379
+461
+0.3% +$69.9K 2.33% 10
2023
Q3 		$25.8M Sell
177,918
-508
-0.3% -$76.2K 2.16% 10
2023
Q2 		$26M Sell
178,426
-2,298
-1% -$316K 2.08% 9
2023
Q1 		$23.6M Sell
180,724
-15,428
-8% -$2.11M 2.03% 10
2022
Q4 		$26.3M Sell
196,152
-2,631
-1% -$333K 2.39% 8
2022
Q3 		$20.8M Buy
198,783
+2,372
+1% +$272K 1.98% 11
2022
Q2 		$22.1M Buy
196,411
+7,990
+4% +$990K 2.04% 10
2022
Q1 		$25.7M Buy
188,421
+4,772
+3% +$704K 2.27% 7
2021
Q4 		$29.1M Buy
183,649
+1,461
+0.8% +$240K 2.24% 10
2021
Q3 		$29.8M Buy
182,188
+14,715
+9% +$2.31M 2.49% 8
2021
Q2 		$26M Sell
167,473
-1,310
-0.8% -$206K 2.38% 9
2021
Q1 		$25.7M Sell
168,783
-21,107
-11% -$3.04M 2.51% 9
2020
Q4 		$24.1M Sell
189,890
-34,695
-15% -$3.88M 2.45% 10
2020
Q3 		$21.6M Sell
224,585
-29,650
-12% -$2.91M 2.47% 10
2020
Q2 		$23.9M Buy
254,235
+1,043
+0.4% +$99K 2.88% 9
2020
Q1 		$22.8M Sell
253,192
-22,681
-8% -$2.76M 3.22% 8
2019
Q4 		$38.5M Sell
275,873
-51,854
-16% -$6.65M 4.39% 3
2019
Q3 		$38.6M Sell
327,727
-9,501
-3% -$1.07M 4.63% 2
2019
Q2 		$37.7M Sell
337,228
-1,963
-0.6% -$216K 4.64% 3
2019
Q1 		$34.3M Sell
339,191
-4,096
-1% -$422K 4.23% 3
2018
Q4 		$33.5M Sell
343,287
-9,928
-3% -$1.06M 5.02% 2
2018
Q3 		$39.9M Sell
353,215
-3,220
-0.9% -$366K 4.57% 2
2018
Q2 		$37.1M Buy
356,435
+1,057
+0.3% +$116K 4.32% 2
2018
Q1 		$39.1M Sell
355,378
-34,881
-9% -$3.95M 4.73% 2
2017
Q4 		$41.7M Sell
390,259
-8,338
-2% -$844K 5.21% 2
2017
Q3 		$38.1M Buy
398,597
+2,356
+0.6% +$217K 4.09% 2
2017
Q2 		$36.2M Sell
396,241
-834
-0.2% -$72K 4.04% 2
2017
Q1 		$34.9M Buy
397,075
+2,538
+0.6% +$224K 4.04% 2
2016
Q4 		$34M Sell
394,537
-49,758
-11% -$3.79M 4.05% 2
2016
Q3 		$29.6M Buy
444,295
+7,253
+2% +$473K 3.78% 2
2016
Q2 		$27.2M Buy
437,042
+6,623
+2% +$414K 3.45% 3
2016
Q1 		$25.5M Buy
430,419
+12,032
+3% +$703K 3.27% 4
2015
Q4 		$27.6M Buy
418,387
+3,089
+0.7% +$201K 3.61% 4
2015
Q3 		$25.3M Buy
415,298
+5,034
+1% +$330K 3.42% 4
2015
Q2 		$27.8M Sell
410,264
-5,248
-1% -$343K 3.64% 2
2015
Q1 		$25.2M Buy
415,512
+15,910
+4% +$942K 3.39% 3
2014
Q4 		$25M Buy
399,602
+172
+0% +$10.3K 3.44% 3
2014
Q3 		$24.1M Buy
399,430
+8,560
+2% +$500K 3.51% 3
2014
Q2 		$22.5M Buy
390,870
+8,639
+2% +$486K 3.41% 4
2014
Q1 		$23.2M Buy
382,231
+24,764
+7% +$1.43M 3.92% 2
2013
Q4 		$20.9M Buy
357,467
+5,307
+2% +$291K 3.85% 3
2013
Q3 		$18.2M Buy
352,160
+12,308
+4% +$660K 3.73% 3
2013
Q2 		$17.9M Buy
+339,852
New +$17.3M 3.8% 2

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Community Trust & Investment's JPM Position: Q2 2026 in Review

Community Trust & Investment reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $475K and leaving 136,556 shares worth $44.7M. The position accounts for 2.31% of the portfolio, ranked #9.

Community Trust & Investment first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $48.2M in Q2 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Community Trust & Investment held 136,556 shares of JPMorgan Chase worth $44.7M as of Q2 2026.
  • Community Trust & Investment sold 1,528 JPMorgan Chase shares in Q2 2026, an estimated $475K.
  • JPMorgan Chase made up 2.31% of Community Trust & Investment's portfolio in Q2 2026, its #9 holding.
  • Community Trust & Investment first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Community Trust & Investment's JPMorgan Chase position peaked at $48.2M in Q2 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Community Trust & Investment's 13F filing for Q2 2026, filed 8 Jul 2026.