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Diversified Trust’s JPMorgan Chase JPM Stock Holding History

Diversified 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 		$33.1M Buy
101,235
+724
+0.7% +$225K 0.53% 30
2026
Q1 		$29.6M Buy
100,511
+75
+0.1% +$22.8K 0.55% 26
2025
Q4 		$32.4M Buy
100,436
+1,224
+1% +$379K 0.6% 26
2025
Q3 		$31.3M Buy
99,212
+31,080
+46% +$9.24M 0.63% 25
2025
Q2 		$19.8M Sell
68,132
-7,499
-10% -$1.91M 0.44% 29
2025
Q1 		$18.6M Buy
75,631
+1,000
+1% +$255K 0.46% 30
2024
Q4 		$17.9M Buy
74,631
+1,308
+2% +$305K 0.44% 32
2024
Q3 		$15.5M Buy
73,323
+1,967
+3% +$414K 0.39% 35
2024
Q2 		$14.4M Buy
71,356
+13,098
+22% +$2.56M 0.41% 33
2024
Q1 		$11.7M Sell
58,258
-21,613
-27% -$3.9M 0.35% 41
2023
Q4 		$13.6M Sell
79,871
-4,482
-5% -$679K 0.46% 34
2023
Q3 		$12.2M Sell
84,353
-30,903
-27% -$4.63M 0.46% 33
2023
Q2 		$16.8M Buy
115,256
+7,863
+7% +$1.08M 0.61% 26
2023
Q1 		$14M Buy
107,393
+1,246
+1% +$171K 0.54% 26
2022
Q4 		$14.2M Buy
106,147
+2,676
+3% +$339K 0.59% 26
2022
Q3 		$10.8M Sell
103,471
-147
-0.1% -$16.9K 0.49% 26
2022
Q2 		$11.7M Buy
103,618
+3,244
+3% +$402K 0.49% 27
2022
Q1 		$13.7M Buy
100,374
+11,010
+12% +$1.63M 0.48% 26
2021
Q4 		$14.2M Buy
89,364
+4,527
+5% +$743K 0.47% 27
2021
Q3 		$13.9M Sell
84,837
-1,442
-2% -$226K 0.5% 29
2021
Q2 		$13.4M Sell
86,279
-1,137
-1% -$179K 0.48% 28
2021
Q1 		$13.3M Buy
87,416
+4,597
+6% +$661K 0.51% 26
2020
Q4 		$10.5M Sell
82,819
-4,613
-5% -$516K 0.43% 32
2020
Q3 		$8.42M Buy
87,432
+18,972
+28% +$1.86M 0.39% 35
2020
Q2 		$6.44M Buy
68,460
+3,322
+5% +$315K 0.33% 38
2020
Q1 		$5.86M Buy
65,138
+2,969
+5% +$361K 0.34% 39
2019
Q4 		$8.67M Buy
62,169
+19,415
+45% +$2.49M 0.39% 35
2019
Q3 		$5.03M Buy
42,754
+1,802
+4% +$204K 0.24% 46
2019
Q2 		$4.58M Buy
40,952
+29
+0.1% +$3.2K 0.22% 48
2019
Q1 		$4.14M Buy
40,923
+1,441
+4% +$148K 0.2% 49
2018
Q4 		$3.85M Buy
39,482
+2,254
+6% +$240K 0.22% 44
2018
Q3 		$4.2M Sell
37,228
-98
-0.3% -$11.1K 0.21% 44
2018
Q2 		$3.89M Buy
37,326
+2,157
+6% +$237K 0.25% 42
2018
Q1 		$3.87M Buy
35,169
+208
+0.6% +$23.6K 0.25% 42
2017
Q4 		$3.74M Buy
34,961
+2,195
+7% +$222K 0.23% 43
2017
Q3 		$3.13M Buy
32,766
+40
+0.1% +$3.69K 0.24% 41
2017
Q2 		$2.99M Buy
32,726
+24,894
+318% +$2.15M 0.24% 42
2017
Q1 		$688K Sell
7,832
-744
-9% -$65.6K 0.05% 128
2016
Q4 		$740K Buy
8,576
+2,344
+38% +$179K 0.06% 118
2016
Q3 		$415K Sell
6,232
-49,251
-89% -$3.21M 0.05% 180
2016
Q2 		$3.45M Sell
55,483
-20,090
-27% -$1.25M 0.4% 40
2016
Q1 		$4.47M Sell
75,573
-7,423
-9% -$434K 0.49% 33
2015
Q4 		$5.48M Buy
82,996
+823
+1% +$53.6K 0.59% 22
2015
Q3 		$5.01M Sell
82,173
-419
-0.5% -$27.4K 0.54% 23
2015
Q2 		$5.6M Buy
82,592
+19,896
+32% +$1.3M 0.53% 26
2015
Q1 		$3.8M Buy
62,696
+13,622
+28% +$807K 0.33% 48
2014
Q4 		$3.07M Buy
+49,074
New +$2.95M 0.28% 70
2014
Q2 		$2.29M Buy
+39,747
New +$2.23M 0.19% 115
2013
Q4 		$1.68M Sell
28,667
-101
-0.4% -$5.53K 0.17% 111
2013
Q3 		$1.49M Buy
28,768
+10,251
+55% +$550K 0.16% 132
2013
Q2 		$978K Buy
+18,517
New +$941K 0.12% 180

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Diversified Trust's JPM Position: Q2 2026 in Review

Diversified Trust increased its JPMorgan Chase (JPM) stake by 0.72% in Q2 2026, buying an estimated $225K and bringing the position to 101,235 shares worth $33.1M. The position accounts for 0.53% of the portfolio, ranked #30.

Diversified Trust first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Diversified Trust held 101,235 shares of JPMorgan Chase worth $33.1M as of Q2 2026.
  • Diversified Trust bought 724 JPMorgan Chase shares in Q2 2026, an estimated $225K.
  • JPMorgan Chase made up 0.53% of Diversified Trust's portfolio in Q2 2026, its #30 holding.
  • Diversified Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
  • 1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.