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ESL Trust Services’s JPMorgan Chase JPM Stock Holding History

ESL Trust Services’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 		$834K Sell
2,548
-5
-0.2% -$1.55K 0.14% 24
2026
Q1 		$751K Sell
2,553
-10
-0.4% -$3.04K 0.14% 24
2025
Q4 		$826K Sell
2,563
-28
-1% -$8.67K 0.16% 23
2025
Q3 		$817K Buy
2,591
+18
+0.7% +$5.35K 0.16% 23
2025
Q2 		$746K Sell
2,573
-67
-3% -$17.1K 0.15% 22
2025
Q1 		$648K Hold
2,640
– – 0.15% 21
2024
Q4 		$633K Buy
2,640
+1,448
+121% +$337K 0.14% 21
2024
Q3 		$251K Sell
1,192
-85
-7% -$17.9K 0.06% 23
2024
Q2 		$258K Buy
1,277
+127
+11% +$24.8K 0.06% 20
2024
Q1 		$230K Buy
+1,150
New +$208K 0.06% 21

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

ESL Trust Services's JPM Position: Q2 2026 in Review

ESL Trust Services reduced its JPMorgan Chase (JPM) stake by 0.2% in Q2 2026, selling an estimated $1.55K and leaving 2,548 shares worth $834K. The position accounts for 0.14% of the portfolio, ranked #24.

ESL Trust Services first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • ESL Trust Services held 2,548 shares of JPMorgan Chase worth $834K as of Q2 2026.
  • ESL Trust Services sold 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 0.14% of ESL Trust Services's portfolio in Q2 2026, its #24 holding.
  • ESL Trust Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.