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

Enterprise 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
2025
Q2 		$8.56M Sell
29,540
-315
-1% -$80.4K 3.2% 8
2025
Q1 		$7.32M Buy
29,855
+308
+1% +$78.5K 2.83% 9
2024
Q4 		$7.08M Buy
29,547
+277
+0.9% +$64.5K 2.33% 10
2024
Q3 		$6.17M Buy
29,270
+122
+0.4% +$25.7K 1.99% 13
2024
Q2 		$5.9M Buy
29,148
+82
+0.3% +$16K 2.01% 14
2024
Q1 		$5.82M Sell
29,066
-1,211
-4% -$219K 2% 12
2023
Q4 		$5.15M Buy
30,277
+2,406
+9% +$365K 1.83% 11
2023
Q3 		$4.04M Sell
27,871
-196
-0.7% -$29.4K 1.67% 13
2023
Q2 		$4.08M Buy
28,067
+702
+3% +$96.6K 1.56% 14
2023
Q1 		$3.57M Buy
27,365
+931
+4% +$128K 1.54% 14
2022
Q4 		$3.54M Buy
26,434
+867
+3% +$110K 1.68% 15
2022
Q3 		$2.67M Buy
25,567
+138
+0.5% +$15.8K 1.39% 19
2022
Q2 		$2.86M Sell
25,429
-2,165
-8% -$268K 1.3% 21
2022
Q1 		$3.76M Sell
27,594
-1,794
-6% -$265K 1.48% 16
2021
Q4 		$4.65M Buy
29,388
+124
+0.4% +$20.4K 1.63% 16
2021
Q3 		$4.79M Buy
29,264
+179
+0.6% +$28.1K 1.89% 12
2021
Q2 		$4.52M Sell
29,085
-875
-3% -$137K 1.79% 14
2021
Q1 		$4.56M Sell
29,960
-1,546
-5% -$222K 1.92% 13
2020
Q4 		$4M Sell
31,506
-284
-0.9% -$31.7K 1.72% 15
2020
Q3 		$3.06M Sell
31,790
-1,231
-4% -$121K 1.44% 21
2020
Q2 		$3.1M Buy
33,021
+1,086
+3% +$103K 1.55% 18
2020
Q1 		$2.88M Sell
31,935
-1,833
-5% -$223K 1.7% 15
2019
Q4 		$4.71M Buy
33,768
+953
+3% +$122K 2.11% 10
2019
Q3 		$3.86M Buy
32,815
+6,336
+24% +$717K 1.88% 10
2019
Q2 		$2.96M Buy
26,479
+2,261
+9% +$249K 1.53% 14
2019
Q1 		$2.45M Buy
+24,218
New +$2.49M 1.01% 27

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Enterprise Bank & Trust's JPM Position: Q2 2025 in Review

Enterprise Bank & Trust reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2025, selling an estimated $80.4K and leaving 29,540 shares worth $8.56M. The position accounts for 3.2% of the portfolio, ranked #8.

Enterprise Bank & Trust first reported a position in JPM in Q1 2019 and has held it in 26 quarters since. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Enterprise Bank & Trust held 29,540 shares of JPMorgan Chase worth $8.56M as of Q2 2025.
  • Enterprise Bank & Trust sold 315 JPMorgan Chase shares in Q2 2025, an estimated $80.4K.
  • JPMorgan Chase made up 3.2% of Enterprise Bank & Trust's portfolio in Q2 2025, its #8 holding.
  • Enterprise Bank & Trust first reported a position in JPMorgan Chase in Q1 2019 and has held it in 26 quarters since.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.