First Community Trust’s JPMorgan Chase JPM Stock Holding History

First Community 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 Q3	$1.51M	Buy	4,561 +745	+20%	+$261K	0.5%	27
2026 Q2	$1.25M	Buy	3,816 +77	+2%	+$23.9K	0.56%	31
2026 Q1	$1.1M	Buy	3,739 +266	+8%	+$80.7K	0.81%	28
2025 Q4	$1.12M	Buy	3,473 +343	+11%	+$106K	0.84%	27
2025 Q3	$987K	Sell	3,130 -162	-5%	-$48.2K	0.76%	28
2025 Q2	$954K	Hold	3,292	–	–	0.78%	28
2025 Q1	$808K	Sell	3,292 -35	-1%	-$8.92K	0.71%	30
2024 Q4	$798K	Buy	3,327 +176	+6%	+$41K	0.57%	35
2024 Q3	$664K	Hold	3,151	–	–	0.54%	40
2024 Q2	$637K	Hold	3,151	–	–	0.55%	40
2024 Q1	$631K	Hold	3,151	–	–	0.59%	38
2023 Q4	$536K	Sell	3,151 -100	-3%	-$15.2K	0.58%	38
2023 Q3	$471K	Sell	3,251 -155	-5%	-$23.2K	0.54%	40
2023 Q2	$495K	Sell	3,406 -530	-13%	-$72.9K	0.55%	38
2023 Q1	$513K	Hold	3,936	–	–	0.61%	39
2022 Q4	$528K	Buy	3,936 +85	+2%	+$10.8K	0.61%	39
2022 Q3	$402K	Sell	3,851 -20	-0.5%	-$2.3K	0.55%	42
2022 Q2	$436K	Buy	3,871 +200	+5%	+$24.8K	0.51%	44
2022 Q1	$500K	Buy	3,671 +35	+1%	+$5.17K	0.48%	45
2021 Q4	$576K	Buy	+3,636	New	+$597K	0.48%	43

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

First Community Trust's JPM Position: Q3 2026 in Review

First Community Trust increased its JPMorgan Chase (JPM) stake by 20% in Q3 2026, buying an estimated $261K and bringing the position to 4,561 shares worth $1.51M. The position accounts for 0.5% of the portfolio, ranked #27.

First Community Trust first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

First Community Trust held 4,561 shares of JPMorgan Chase worth $1.51M as of Q3 2026.
First Community Trust bought 745 JPMorgan Chase shares in Q3 2026, an estimated $261K.
JPMorgan Chase made up 0.5% of First Community Trust's portfolio in Q3 2026, its #27 holding.
First Community Trust first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on First Community Trust's 13F filing for Q3 2026, filed 7 Oct 2026.