Country Trust Bank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $85M | Buy |
259,654
+3,255
| +1% | +$1.01M | 1.49% | 21 |
|
|
2026
Q1 | $75.4M | Buy |
256,399
+19,291
| +8% | +$5.85M | 1.43% | 19 |
|
|
2025
Q4 | $76.4M | Buy |
237,108
+37,896
| +19% | +$11.7M | 1.38% | 19 |
|
|
2025
Q3 | $62.8M | Sell |
199,212
-9,340
| -4% | -$2.78M | 1.38% | 19 |
|
|
2025
Q2 | $60.5M | Sell |
208,552
-18,034
| -8% | -$4.6M | 1.36% | 20 |
|
|
2025
Q1 | $55.6M | Buy |
226,586
+11,466
| +5% | +$2.92M | 1.4% | 21 |
|
|
2024
Q4 | $51.6M | Sell |
215,120
-24,949
| -10% | -$5.81M | 1.29% | 22 |
|
|
2024
Q3 | $50.6M | Sell |
240,069
-16,881
| -7% | -$3.56M | 1.24% | 24 |
|
|
2024
Q2 | $52M | Sell |
256,950
-1,930
| -0.7% | -$377K | 1.31% | 21 |
|
|
2024
Q1 | $51.9M | Sell |
258,880
-18,809
| -7% | -$3.39M | 1.34% | 22 |
|
|
2023
Q4 | $47.2M | Sell |
277,689
-4,461
| -2% | -$676K | 1.31% | 20 |
|
|
2023
Q3 | $40.9M | Sell |
282,150
-50,990
| -15% | -$7.64M | 1.2% | 25 |
|
|
2023
Q2 | $48.5M | Sell |
333,140
-12,716
| -4% | -$1.75M | 1.31% | 23 |
|
|
2023
Q1 | $45.1M | Sell |
345,856
-26,462
| -7% | -$3.63M | 1.28% | 24 |
|
|
2022
Q4 | $49.9M | Sell |
372,318
-7,547
| -2% | -$956K | 1.48% | 17 |
|
|
2022
Q3 | $39.7M | Sell |
379,865
-67,229
| -15% | -$7.72M | 1.25% | 26 |
|
|
2022
Q2 | $50.3M | Buy |
447,094
+13,325
| +3% | +$1.65M | 1.59% | 15 |
|
|
2022
Q1 | $59.1M | Buy |
433,769
+32,592
| +8% | +$4.81M | 1.65% | 13 |
|
|
2021
Q4 | $63.5M | Buy |
401,177
+9,140
| +2% | +$1.5M | 1.72% | 13 |
|
|
2021
Q3 | $64.2M | Buy |
392,037
+53,610
| +16% | +$8.4M | 1.88% | 11 |
|
|
2021
Q2 | $52.6M | Sell |
338,427
-4,163
| -1% | -$654K | 1.56% | 17 |
|
|
2021
Q1 | $52.2M | Sell |
342,590
-72,395
| -17% | -$10.4M | 1.67% | 15 |
|
|
2020
Q4 | $52.7M | Sell |
414,985
-1,052
| -0.3% | -$118K | 1.82% | 12 |
|
|
2020
Q3 | $40.1M | Sell |
416,037
-11,015
| -3% | -$1.08M | 1.53% | 18 |
|
|
2020
Q2 | $40.2M | Sell |
427,052
-20,398
| -5% | -$1.94M | 1.62% | 17 |
|
|
2020
Q1 | $40.3M | Sell |
447,450
-3,265
| -0.7% | -$397K | 1.81% | 13 |
|
|
2019
Q4 | $62.8M | Sell |
450,715
-15,962
| -3% | -$2.05M | 2.47% | 8 |
|
|
2019
Q3 | $54.9M | Sell |
466,677
-36,399
| -7% | -$4.12M | 2.38% | 9 |
|
|
2019
Q2 | $56.2M | Buy |
503,076
+1,251
| +0.2% | +$138K | 2.45% | 13 |
|
|
2019
Q1 | $50.8M | Sell |
501,825
-57,700
| -10% | -$5.94M | 2.26% | 11 |
|
|
2018
Q4 | $54.6M | Buy |
559,525
+8,336
| +2% | +$888K | 2.72% | 6 |
|
|
2018
Q3 | $62.2M | Sell |
551,189
-116,190
| -17% | -$13.2M | 2.88% | 4 |
|
|
2018
Q2 | $69.5M | Buy |
667,379
+89,542
| +15% | +$9.82M | 2.99% | 3 |
|
|
2018
Q1 | $63.5M | Sell |
577,837
-130,186
| -18% | -$14.7M | 3.03% | 3 |
|
|
2017
Q4 | $75.7M | Sell |
708,023
-13,675
| -2% | -$1.38M | 3.25% | 2 |
|
|
2017
Q3 | $68.9M | Buy |
721,698
+32,206
| +5% | +$2.97M | 3.12% | 2 |
|
|
2017
Q2 | $63M | Buy |
689,492
+4,918
| +0.7% | +$424K | 3.01% | 2 |
|
|
2017
Q1 | $60.1M | Sell |
684,574
-16,368
| -2% | -$1.44M | 2.99% | 2 |
|
|
2016
Q4 | $60.5M | Sell |
700,942
-9,191
| -1% | -$701K | 3.07% | 2 |
|
|
2016
Q3 | $47.3M | Sell |
710,133
-1,860
| -0.3% | -$121K | 2.45% | 4 |
|
|
2016
Q2 | $44.2M | Sell |
711,993
-728
| -0.1% | -$45.5K | 2.38% | 5 |
|
|
2016
Q1 | $42.2M | Buy |
712,721
+34,515
| +5% | +$2.02M | 2.26% | 5 |
|
|
2015
Q4 | $44.8M | Buy |
678,206
+1,673
| +0.2% | +$109K | 2.45% | 3 |
|
|
2015
Q3 | $41.2M | Buy |
676,533
+3,820
| +0.6% | +$250K | 2.26% | 4 |
|
|
2015
Q2 | $45.6M | Buy |
672,713
+1,087
| +0.2% | +$71K | 2.29% | 4 |
|
|
2015
Q1 | $40.7M | Buy |
671,626
+9,738
| +1% | +$577K | 2.05% | 7 |
|
|
2014
Q4 | $41.4M | Buy |
661,888
+2,261
| +0.3% | +$136K | 2.08% | 6 |
|
|
2014
Q3 | $39.7M | Buy |
659,627
+14,872
| +2% | +$869K | 2.04% | 7 |
|
|
2014
Q2 | $37.2M | Buy |
+644,755
| New | +$36.2M | 1.86% | 14 |
|
Other funds holding JPM
N
Country Trust Bank's JPM Position: Q2 2026 in Review
Country Trust Bank increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $1.01M and bringing the position to 259,654 shares worth $85M. The position accounts for 1.49% of the portfolio, ranked #21.
Country Trust Bank first reported a position in JPM in Q2 2014 and has held it in 49 quarters since. 3,927 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Country Trust Bank held 259,654 shares of JPMorgan Chase worth $85M as of Q2 2026.
- Country Trust Bank bought 3,255 JPMorgan Chase shares in Q2 2026, an estimated $1.01M.
- JPMorgan Chase made up 1.49% of Country Trust Bank's portfolio in Q2 2026, its #21 holding.
- Country Trust Bank first reported a position in JPMorgan Chase in Q2 2014 and has held it in 49 quarters since.
- 3,927 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.