First Bankers 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
Q2 | $7.42M | Sell |
22,655
-1,234
| -5% | -$383K | 2.31% | 9 |
|
|
2026
Q1 | $7.03M | Sell |
23,889
-1,680
| -7% | -$510K | 2.37% | 8 |
|
|
2025
Q4 | $8.24M | Buy |
25,569
+5,193
| +25% | +$1.61M | 2.77% | 5 |
|
|
2025
Q3 | $6.43M | Sell |
20,376
-155
| -0.8% | -$46.1K | 2.24% | 8 |
|
|
2025
Q2 | $5.95M | Buy |
20,531
+3,994
| +24% | +$1.02M | 2.2% | 8 |
|
|
2025
Q1 | $4.06M | Buy |
16,537
+574
| +4% | +$146K | 1.6% | 16 |
|
|
2024
Q4 | $3.83M | Sell |
15,963
-135
| -0.8% | -$31.4K | 1.49% | 20 |
|
|
2024
Q3 | $3.39M | Sell |
16,098
-661
| -4% | -$139K | 1.31% | 25 |
|
|
2024
Q2 | $3.39M | Sell |
16,759
-201
| -1% | -$39.3K | 1.4% | 21 |
|
|
2024
Q1 | $3.4M | Sell |
16,960
-91
| -0.5% | -$16.4K | 1.45% | 20 |
|
|
2023
Q4 | $2.9M | Sell |
17,051
-247
| -1% | -$37.4K | 1.35% | 25 |
|
|
2023
Q3 | $2.51M | Sell |
17,298
-130
| -0.7% | -$19.5K | 1.27% | 28 |
|
|
2023
Q2 | $2.53M | Sell |
17,428
-115
| -0.7% | -$15.8K | 1.24% | 28 |
|
|
2023
Q1 | $2.29M | Sell |
17,543
-310
| -2% | -$42.5K | 1.15% | 32 |
|
|
2022
Q4 | $2.39M | Sell |
17,853
-6,656
| -27% | -$843K | 1.23% | 29 |
|
|
2022
Q3 | $2.56M | Sell |
24,509
-1,263
| -5% | -$145K | 1.47% | 23 |
|
|
2022
Q2 | $2.9M | Sell |
25,772
-1,058
| -4% | -$131K | 1.52% | 21 |
|
|
2022
Q1 | $3.66M | Buy |
26,830
+1,302
| +5% | +$192K | 1.7% | 16 |
|
|
2021
Q4 | $4.04M | Buy |
25,528
+598
| +2% | +$98.2K | 1.78% | 14 |
|
|
2021
Q3 | $4.08M | Buy |
24,930
+188
| +0.8% | +$29.5K | 2.05% | 12 |
|
|
2021
Q2 | $3.85M | Sell |
24,742
-4,170
| -14% | -$655K | 1.87% | 13 |
|
|
2021
Q1 | $4.4M | Sell |
28,912
-2,754
| -9% | -$396K | 1.84% | 12 |
|
|
2020
Q4 | $4.02M | Buy |
31,666
+1,496
| +5% | +$167K | 1.55% | 20 |
|
|
2020
Q3 | $2.9M | Sell |
30,170
-13,870
| -31% | -$1.36M | 1.23% | 30 |
|
|
2020
Q2 | $4.14M | Buy |
44,040
+860
| +2% | +$81.6K | 1.85% | 16 |
|
|
2020
Q1 | $3.89M | Buy |
43,180
+18
| +0% | +$2.19K | 2.01% | 12 |
|
|
2019
Q4 | $6.02M | Buy |
43,162
+393
| +0.9% | +$50.4K | 2.54% | 4 |
|
|
2019
Q3 | $5.03M | Buy |
42,769
+1,286
| +3% | +$145K | 2.27% | 8 |
|
|
2019
Q2 | $4.64M | Buy |
41,483
+2,145
| +5% | +$237K | 2.14% | 9 |
|
|
2019
Q1 | $3.98M | Sell |
39,338
-33,160
| -46% | -$3.42M | 1.89% | 15 |
|
|
2018
Q4 | $7.08M | Buy |
72,498
+38,806
| +115% | +$4.13M | 1.84% | 15 |
|
|
2018
Q3 | $3.8M | Buy |
33,692
+3,670
| +12% | +$417K | 1.81% | 15 |
|
|
2018
Q2 | $3.13M | Buy |
30,022
+3,934
| +15% | +$432K | 1.62% | 20 |
|
|
2018
Q1 | $2.87M | Buy |
26,088
+172
| +0.7% | +$19.5K | 1.51% | 25 |
|
|
2017
Q4 | $2.77M | Buy |
25,916
+50
| +0.2% | +$5.06K | 1.37% | 26 |
|
|
2017
Q3 | $2.47M | Sell |
25,866
-675
| -3% | -$62.2K | 1.28% | 28 |
|
|
2017
Q2 | $2.43M | Buy |
26,541
+1,125
| +4% | +$97.1K | 1.31% | 28 |
|
|
2017
Q1 | $2.23M | Sell |
25,416
-3,459
| -12% | -$305K | 1.22% | 31 |
|
|
2016
Q4 | $2.49M | Sell |
28,875
-118
| -0.4% | -$9K | 1.38% | 24 |
|
|
2016
Q3 | $1.93M | Buy |
28,993
+3,378
| +13% | +$220K | 1.08% | 32 |
|
|
2016
Q2 | $1.59M | Sell |
25,615
-1,643
| -6% | -$103K | 0.89% | 43 |
|
|
2016
Q1 | $1.61M | Sell |
27,258
-611
| -2% | -$35.7K | 0.68% | 53 |
|
|
2015
Q4 | $1.84M | Hold |
27,869
| – | – | 0.8% | 45 |
|
|
2015
Q3 | $1.7M | Sell |
27,869
-540
| -2% | -$35.4K | 0.78% | 44 |
|
|
2015
Q2 | $1.93M | Hold |
28,409
| – | – | 0.82% | 43 |
|
|
2015
Q1 | $1.72M | Buy |
28,409
+10
| +0% | +$592 | 0.74% | 47 |
|
|
2014
Q4 | $1.78M | Sell |
28,399
-84
| -0.3% | -$5.05K | 0.77% | 45 |
|
|
2014
Q3 | $1.72M | Buy |
28,483
+177
| +0.6% | +$10.3K | 0.76% | 44 |
|
|
2014
Q2 | $1.63M | Buy |
28,306
+140
| +0.5% | +$7.87K | 0.72% | 46 |
|
|
2014
Q1 | $1.71M | Sell |
28,166
-3,421
| -11% | -$198K | 0.8% | 42 |
|
|
2013
Q4 | $1.85M | Sell |
31,587
-37
| -0.1% | -$2.03K | 0.88% | 38 |
|
|
2013
Q3 | $1.64M | Sell |
31,624
-500
| -2% | -$26.8K | 0.87% | 38 |
|
|
2013
Q2 | $1.7M | Buy |
+32,124
| New | +$1.63M | 0.92% | 38 |
|
Other funds holding JPM
RG
TWC
ATO
MBI
First Bankers Trust's JPM Position: Q2 2026 in Review
First Bankers Trust reduced its JPMorgan Chase (JPM) stake by 5.2% in Q2 2026, selling an estimated $383K and leaving 22,655 shares worth $7.42M. The position accounts for 2.31% of the portfolio, ranked #9.
First Bankers Trust first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.24M in Q4 2025. 1,835 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- First Bankers Trust held 22,655 shares of JPMorgan Chase worth $7.42M as of Q2 2026.
- First Bankers Trust sold 1,234 JPMorgan Chase shares in Q2 2026, an estimated $383K.
- JPMorgan Chase made up 2.31% of First Bankers Trust's portfolio in Q2 2026, its #9 holding.
- First Bankers Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- First Bankers Trust's JPMorgan Chase position peaked at $8.24M in Q4 2025.
- 1,835 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on First Bankers Trust's 13F filing for Q2 2026, filed 9 Jul 2026.