Exchange Bank
JPM icon

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
Q3 		$3.54M Sell
10,686
-172
-2% -$60.2K 2.19% 9
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Exchange Bank's JPM Position: Q3 2026 in Review

Exchange Bank reduced its JPMorgan Chase (JPM) stake by 1.6% in Q3 2026, selling an estimated $60.2K and leaving 10,686 shares worth $3.54M. The position accounts for 2.19% of the portfolio, ranked #9.

Exchange Bank first reported a position in JPM in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.69M in Q3 2025. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Exchange Bank held 10,686 shares of JPMorgan Chase worth $3.54M as of Q3 2026.
  • Exchange Bank sold 172 JPMorgan Chase shares in Q3 2026, an estimated $60.2K.
  • JPMorgan Chase made up 2.19% of Exchange Bank's portfolio in Q3 2026, its #9 holding.
  • Exchange Bank first reported a position in JPMorgan Chase in Q2 2023 and has held it in 14 quarters since.
  • Exchange Bank's JPMorgan Chase position peaked at $3.69M in Q3 2025.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.