First American Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25M | Sell |
85,121
-10,380
| -11% | -$3.15M | 1.68% | 11 |
|
|
2025
Q4 | $30.8M | Buy |
95,501
+7,697
| +9% | +$2.38M | 2.11% | 8 |
|
|
2025
Q3 | $27.7M | Buy |
87,804
+12,461
| +17% | +$3.71M | 2.01% | 8 |
|
|
2025
Q2 | $21.8M | Buy |
75,343
+9,174
| +14% | +$2.34M | 1.74% | 9 |
|
|
2025
Q1 | $16.2M | Sell |
66,169
-4,258
| -6% | -$1.09M | 1.49% | 14 |
|
|
2024
Q4 | $16.9M | Sell |
70,427
-36,415
| -34% | -$8.48M | 1.68% | 12 |
|
|
2024
Q3 | $22.5M | Sell |
106,842
-7,028
| -6% | -$1.48M | 2.23% | 8 |
|
|
2024
Q2 | $23M | Buy |
113,870
+5,855
| +5% | +$1.14M | 2.31% | 9 |
|
|
2024
Q1 | $21.6M | Buy |
108,015
+3,011
| +3% | +$543K | 2.27% | 8 |
|
|
2023
Q4 | $17.9M | Buy |
105,004
+4,215
| +4% | +$639K | 2.21% | 9 |
|
|
2023
Q3 | $14.6M | Sell |
100,789
-1,821
| -2% | -$273K | 2.07% | 10 |
|
|
2023
Q2 | $14.9M | Sell |
102,610
-139
| -0.1% | -$19.1K | 2.06% | 10 |
|
|
2023
Q1 | $13.4M | Buy |
102,749
+1,104
| +1% | +$151K | 1.99% | 10 |
|
|
2022
Q4 | $13.6M | Buy |
101,645
+3,295
| +3% | +$417K | 2.11% | 11 |
|
|
2022
Q3 | $10.3M | Sell |
98,350
-1,413
| -1% | -$162K | 1.73% | 14 |
|
|
2022
Q2 | $11.2M | Buy |
99,763
+1,964
| +2% | +$243K | 1.78% | 14 |
|
|
2022
Q1 | $13.3M | Buy |
97,799
+3,605
| +4% | +$532K | 1.84% | 14 |
|
|
2021
Q4 | $14.9M | Buy |
94,194
+2,712
| +3% | +$445K | 2.04% | 11 |
|
|
2021
Q3 | $15M | Buy |
91,482
+3,495
| +4% | +$548K | 2.26% | 9 |
|
|
2021
Q2 | $13.7M | Sell |
87,987
-3,376
| -4% | -$530K | 2.15% | 10 |
|
|
2021
Q1 | $13.9M | Buy |
91,363
+3,329
| +4% | +$479K | 2.2% | 10 |
|
|
2020
Q4 | $11.2M | Buy |
88,034
+30,895
| +54% | +$3.45M | 1.86% | 12 |
|
|
2020
Q3 | $5.5M | Buy |
57,139
+675
| +1% | +$66.3K | 0.99% | 34 |
|
|
2020
Q2 | $5.31M | Buy |
56,464
+1,165
| +2% | +$111K | 1.04% | 27 |
|
|
2020
Q1 | $4.98M | Buy |
55,299
+400
| +0.7% | +$48.6K | 1.22% | 25 |
|
|
2019
Q4 | $7.65M | Buy |
54,899
+47
| +0.1% | +$6.03K | 1.46% | 17 |
|
|
2019
Q3 | $6.46M | Sell |
54,852
-2,561
| -4% | -$290K | 1.3% | 26 |
|
|
2019
Q2 | $6.42M | Sell |
57,413
-21,067
| -27% | -$2.32M | 1.33% | 24 |
|
|
2019
Q1 | $7.95M | Sell |
78,480
-15,458
| -16% | -$1.59M | 1.75% | 13 |
|
|
2018
Q4 | $9.17M | Buy |
93,938
+301
| +0.3% | +$32.1K | 2.31% | 9 |
|
|
2018
Q3 | $10.6M | Sell |
93,637
-132
| -0.1% | -$15K | 2.36% | 9 |
|
|
2018
Q2 | $9.77M | Buy |
93,769
+1,713
| +2% | +$188K | 2.3% | 8 |
|
|
2018
Q1 | $10.1M | Buy |
92,056
+60
| +0.1% | +$6.79K | 2.46% | 7 |
|
|
2017
Q4 | $9.84M | Buy |
91,996
+1,342
| +1% | +$136K | 2.42% | 7 |
|
|
2017
Q3 | $8.66M | Buy |
90,654
+1,545
| +2% | +$142K | 2.26% | 8 |
|
|
2017
Q2 | $8.14M | Sell |
89,109
-12,389
| -12% | -$1.07M | 2.27% | 8 |
|
|
2017
Q1 | $8.91M | Buy |
101,498
+10,535
| +12% | +$929K | 2.72% | 5 |
|
|
2016
Q4 | $7.85M | Buy |
90,963
+8,222
| +10% | +$627K | 2.43% | 5 |
|
|
2016
Q3 | $5.51M | Sell |
82,741
-16,746
| -17% | -$1.09M | 1.72% | 18 |
|
|
2016
Q2 | $6.18M | Sell |
99,487
-3,444
| -3% | -$215K | 2.18% | 13 |
|
|
2016
Q1 | $6.09M | Buy |
102,931
+2,629
| +3% | +$154K | 2.14% | 13 |
|
|
2015
Q4 | $6.62M | Buy |
100,302
+250
| +0.2% | +$16.3K | 2.44% | 5 |
|
|
2015
Q3 | $6.1M | Buy |
100,052
+1,064
| +1% | +$69.7K | 2.36% | 7 |
|
|
2015
Q2 | $6.71M | Sell |
98,988
-7,122
| -7% | -$465K | 2.48% | 5 |
|
|
2015
Q1 | $6.43M | Sell |
106,110
-814
| -0.8% | -$48.2K | 2.29% | 7 |
|
|
2014
Q4 | $6.69M | Sell |
106,924
-4,570
| -4% | -$275K | 2.48% | 7 |
|
|
2014
Q3 | $6.72M | Buy |
111,494
+367
| +0.3% | +$21.5K | 2.49% | 5 |
|
|
2014
Q2 | $6.4M | Sell |
111,127
-17,168
| -13% | -$965K | 2.43% | 9 |
|
|
2014
Q1 | $7.79M | Buy |
128,295
+7,474
| +6% | +$432K | 2.91% | 2 |
|
|
2013
Q4 | $7.07M | Sell |
120,821
-3,665
| -3% | -$201K | 2.39% | 4 |
|
|
2013
Q3 | $6.43M | Sell |
124,486
-19,352
| -13% | -$1.04M | 2.31% | 6 |
|
|
2013
Q2 | $7.59M | Buy |
+143,838
| New | +$7.31M | 2.85% | 4 |
|
Other funds holding JPM
VCM
VPM
First American Trust's JPM Position: Q1 2026 in Review
First American Trust reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $3.15M and leaving 85,121 shares worth $25M. The position accounts for 1.68% of the portfolio, ranked #11.
First American Trust first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.8M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- First American Trust held 85,121 shares of JPMorgan Chase worth $25M as of Q1 2026.
- First American Trust sold 10,380 JPMorgan Chase shares in Q1 2026, an estimated $3.15M.
- JPMorgan Chase made up 1.68% of First American Trust's portfolio in Q1 2026, its #11 holding.
- First American Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- First American Trust's JPMorgan Chase position peaked at $30.8M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.