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CoreFirst Bank & Trust’s JPMorgan Chase JPM Stock Holding History

CoreFirst Bank & 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 		$1.97M Sell
6,702
-560
-8% -$170K 1.05% 32
2025
Q4 		$2.34M Sell
7,262
-215
-3% -$66.6K 1.27% 23
2025
Q3 		$2.36M Sell
7,477
-769
-9% -$229K 1.28% 22
2025
Q2 		$2.39M Sell
8,246
-368
-4% -$93.9K 1.35% 20
2025
Q1 		$2.11M Sell
8,614
-1,243
-13% -$317K 1.36% 25
2024
Q4 		$2.36M Sell
9,857
-276
-3% -$64.3K 1.4% 20
2024
Q3 		$2.14M Sell
10,133
-205
-2% -$43.2K 1.23% 24
2024
Q2 		$2.09M Sell
10,338
-53
-0.5% -$10.4K 1.41% 20
2024
Q1 		$2.08M Sell
10,391
-289
-3% -$52.1K 1.3% 22
2023
Q4 		$1.82M Sell
10,680
-134
-1% -$20.3K 1.21% 21
2023
Q3 		$1.57M Sell
10,814
-33
-0.3% -$4.95K 1.11% 22
2023
Q2 		$1.58M Sell
10,847
-678
-6% -$93.3K 1.11% 20
2023
Q1 		$1.5M Sell
11,525
-548
-5% -$75.1K 1.09% 21
2022
Q4 		$1.62M Buy
12,073
+258
+2% +$32.7K 1.23% 16
2022
Q3 		$1.24M Sell
11,815
-255
-2% -$29.3K 1.07% 23
2022
Q2 		$1.36M Sell
12,070
-290
-2% -$35.9K 1.07% 19
2022
Q1 		$1.69M Buy
12,360
+453
+4% +$66.9K 1.15% 17
2021
Q4 		$1.89M Sell
11,907
-369
-3% -$60.6K 1.22% 16
2021
Q3 		$2.01M Sell
12,276
-1,353
-10% -$212K 1.39% 12
2021
Q2 		$2.12M Sell
13,629
-513
-4% -$80.6K 1.44% 11
2021
Q1 		$2.15M Sell
14,142
-11
-0.1% -$1.58K 1.48% 11
2020
Q4 		$1.8M Buy
+14,153
New +$1.58M 1.33% 12

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

CoreFirst Bank & Trust's JPM Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its JPMorgan Chase (JPM) stake by 7.7% in Q1 2026, selling an estimated $170K and leaving 6,702 shares worth $1.97M. The position accounts for 1.05% of the portfolio, ranked #32.

CoreFirst Bank & Trust first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.39M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • CoreFirst Bank & Trust held 6,702 shares of JPMorgan Chase worth $1.97M as of Q1 2026.
  • CoreFirst Bank & Trust sold 560 JPMorgan Chase shares in Q1 2026, an estimated $170K.
  • JPMorgan Chase made up 1.05% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #32 holding.
  • CoreFirst Bank & Trust first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • CoreFirst Bank & Trust's JPMorgan Chase position peaked at $2.39M in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.