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

First 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
2026
Q2 		$3.12M Sell
9,538
-80
-0.8% -$24.8K 0.46% 46
2026
Q1 		$2.83M Sell
9,618
-846
-8% -$257K 0.46% 51
2025
Q4 		$3.37M Buy
10,464
+404
+4% +$125K 0.55% 45
2025
Q3 		$3.17M Sell
10,060
-142
-1% -$42.2K 0.53% 48
2025
Q2 		$2.96M Sell
10,202
-307
-3% -$78.3K 0.53% 47
2025
Q1 		$2.58M Sell
10,509
-130
-1% -$33.1K 0.5% 51
2024
Q4 		$2.55M Sell
10,639
-95
-0.9% -$22.1K 0.49% 49
2024
Q3 		$2.26M Sell
10,734
-378
-3% -$79.6K 0.43% 53
2024
Q2 		$2.25M Sell
11,112
-1,654
-13% -$323K 0.46% 50
2024
Q1 		$2.56M Sell
12,766
-553
-4% -$99.8K 0.53% 46
2023
Q4 		$2.27M Sell
13,319
-1,547
-10% -$234K 0.55% 43
2023
Q3 		$2.16M Sell
14,866
-272
-2% -$40.8K 0.56% 41
2023
Q2 		$2.2M Sell
15,138
-1,117
-7% -$154K 0.56% 45
2023
Q1 		$2.12M Sell
16,255
-3,887
-19% -$533K 0.56% 38
2022
Q4 		$2.7M Buy
20,142
+10,668
+113% +$1.35M 0.75% 24
2022
Q3 		$990K Buy
9,474
+5,174
+120% +$594K 0.36% 75
2022
Q2 		$485K Sell
4,300
-1,085
-20% -$134K 0.16% 99
2022
Q1 		$734K Sell
5,385
-1,508
-22% -$223K 0.23% 85
2021
Q4 		$1.09M Sell
6,893
-2,732
-28% -$449K 0.46% 66
2021
Q3 		$1.57M Sell
9,625
-186
-2% -$29.2K 0.72% 38
2021
Q2 		$1.53M Buy
9,811
+17
+0.2% +$2.67K 0.74% 36
2021
Q1 		$1.49M Sell
9,794
-143
-1% -$20.6K 0.75% 37
2020
Q4 		$1.26M Buy
9,937
+4,710
+90% +$526K 0.8% 36
2020
Q3 		$503K Sell
5,227
-162
-3% -$15.9K 0.33% 75
2020
Q2 		$507K Sell
5,389
-554
-9% -$52.6K 0.38% 72
2020
Q1 		$535K Sell
5,943
-165
-3% -$20K 0.48% 69
2019
Q4 		$851K Sell
6,108
-1,034
-14% -$133K 0.62% 51
2019
Q3 		$840K Buy
7,142
+1,726
+32% +$195K 0.63% 50
2019
Q2 		$606K Buy
5,416
+224
+4% +$24.7K 0.48% 67
2019
Q1 		$526K Sell
5,192
-134
-3% -$13.8K 0.41% 75
2018
Q4 		$520K Buy
5,326
+249
+5% +$26.5K 0.44% 67
2018
Q3 		$582K Hold
5,077
– – 0.44% 76
2018
Q2 		$529K Buy
5,077
+270
+6% +$29.6K 0.41% 77
2018
Q1 		$529K Buy
4,807
+5
+0.1% +$566 0.42% 73
2017
Q4 		$514K Sell
4,802
-176
-4% -$17.8K 0.4% 71
2017
Q3 		$476K Sell
4,978
-219
-4% -$20.2K 0.39% 73
2017
Q2 		$475K Sell
5,197
-507
-9% -$43.7K 0.4% 72
2017
Q1 		$501K Buy
5,704
+408
+8% +$36K 0.43% 64
2016
Q4 		$457K Buy
+5,296
New +$404K 0.42% 67

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

First Bank & Trust's JPM Position: Q2 2026 in Review

First Bank & Trust reduced its JPMorgan Chase (JPM) stake by 0.83% in Q2 2026, selling an estimated $24.8K and leaving 9,538 shares worth $3.12M. The position accounts for 0.46% of the portfolio, ranked #46.

First Bank & Trust first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.37M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • First Bank & Trust held 9,538 shares of JPMorgan Chase worth $3.12M as of Q2 2026.
  • First Bank & Trust sold 80 JPMorgan Chase shares in Q2 2026, an estimated $24.8K.
  • JPMorgan Chase made up 0.46% of First Bank & Trust's portfolio in Q2 2026, its #46 holding.
  • First Bank & Trust first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • First Bank & Trust's JPMorgan Chase position peaked at $3.37M in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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