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

Crews 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 		$5.05M Sell
15,428
-251
-2% -$77.9K 0.66% 32
2026
Q1 		$4.61M Sell
15,679
-140
-0.9% -$42.5K 0.67% 28
2025
Q4 		$5.1M Sell
15,819
-261
-2% -$80.8K 0.73% 27
2025
Q3 		$5.07M Sell
16,080
-151
-0.9% -$44.9K 0.74% 25
2025
Q2 		$4.71M Buy
16,231
+37
+0.2% +$9.44K 0.74% 25
2025
Q1 		$3.97M Sell
16,194
-237
-1% -$60.4K 0.68% 29
2024
Q4 		$3.94M Buy
+16,431
New +$3.83M 0.66% 30

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Crews Bank & Trust reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $77.9K and leaving 15,428 shares worth $5.05M. The position accounts for 0.66% of the portfolio, ranked #32.

Crews Bank & Trust first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.1M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Crews Bank & Trust held 15,428 shares of JPMorgan Chase worth $5.05M as of Q2 2026.
  • Crews Bank & Trust sold 251 JPMorgan Chase shares in Q2 2026, an estimated $77.9K.
  • JPMorgan Chase made up 0.66% of Crews Bank & Trust's portfolio in Q2 2026, its #32 holding.
  • Crews Bank & Trust first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's JPMorgan Chase position peaked at $5.1M in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.