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Exchange Bank’s JPMorgan Chase JPM Stock Holding History

Exchange Bank’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 		$3.55M Sell
10,858
-208
-2% -$64.6K 2.21% 9
2026
Q1 		$3.26M Hold
11,066
– – 2.26% 12
2025
Q4 		$3.57M Sell
11,066
-619
-5% -$192K 2.47% 8
2025
Q3 		$3.69M Buy
11,685
+693
+6% +$206K 2.56% 9
2025
Q2 		$3.19M Sell
10,992
-254
-2% -$64.8K 2.52% 9
2025
Q1 		$2.76M Buy
11,246
+76
+0.7% +$19.4K 2.23% 12
2024
Q4 		$2.68M Buy
11,170
+21
+0.2% +$4.89K 2.15% 13
2024
Q3 		$2.35M Sell
11,149
-1,256
-10% -$265K 1.92% 14
2024
Q2 		$2.51M Sell
12,405
-130
-1% -$25.4K 2.13% 12
2024
Q1 		$2.51M Sell
12,535
-81
-0.6% -$14.6K 2.06% 12
2023
Q4 		$2.15M Sell
12,616
-1,104
-8% -$167K 1.86% 13
2023
Q3 		$1.99M Buy
13,720
+373
+3% +$55.9K 1.91% 13
2023
Q2 		$1.94M Buy
+13,347
New +$1.84M 1.88% 14

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Exchange Bank's JPM Position: Q2 2026 in Review

Exchange Bank reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $64.6K and leaving 10,858 shares worth $3.55M. The position accounts for 2.21% of the portfolio, ranked #9.

Exchange Bank first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.69M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Exchange Bank held 10,858 shares of JPMorgan Chase worth $3.55M as of Q2 2026.
  • Exchange Bank sold 208 JPMorgan Chase shares in Q2 2026, an estimated $64.6K.
  • JPMorgan Chase made up 2.21% of Exchange Bank's portfolio in Q2 2026, its #9 holding.
  • Exchange Bank first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • Exchange Bank's JPMorgan Chase position peaked at $3.69M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.