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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
Q2 		$2.14M Sell
6,547
-155
-2% -$48.1K 1.07% 30
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CoreFirst Bank & Trust's JPM Position: Q2 2026 in Review

CoreFirst Bank & Trust reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $48.1K and leaving 6,547 shares worth $2.14M. The position accounts for 1.07% of the portfolio, ranked #30.

CoreFirst Bank & Trust first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.39M in Q2 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CoreFirst Bank & Trust held 6,547 shares of JPMorgan Chase worth $2.14M as of Q2 2026.
  • CoreFirst Bank & Trust sold 155 JPMorgan Chase shares in Q2 2026, an estimated $48.1K.
  • JPMorgan Chase made up 1.07% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #30 holding.
  • CoreFirst Bank & Trust first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • CoreFirst Bank & Trust's JPMorgan Chase position peaked at $2.39M in Q2 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.