First Nebraska Trust’s JPMorgan Chase JPM Stock Holding History

First Nebraska 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 Q1	$12.1M	Sell	41,041 -118	-0.3%	-$35.8K	1.12%	24
2025 Q4	$13.3M	Buy	41,159 +248	+0.6%	+$76.8K	1.21%	21
2025 Q3	$12.9M	Buy	40,911 +240	+0.6%	+$71.4K	1.17%	20
2025 Q2	$11.8M	Sell	40,671 -320	-0.8%	-$81.7K	1.13%	21
2025 Q1	$10.1M	Sell	40,991 -300	-0.7%	-$76.5K	0.99%	27
2024 Q4	$9.9M	Buy	41,291 +290	+0.7%	+$67.5K	0.96%	26
2024 Q3	$8.65M	Sell	41,001 -339	-0.8%	-$71.4K	0.84%	34
2024 Q2	$8.36M	Sell	41,340 -115	-0.3%	-$22.5K	0.86%	33
2024 Q1	$8.3M	Sell	41,455 -120	-0.3%	-$21.7K	0.86%	32
2023 Q4	$7.07M	Sell	41,575 -240	-0.6%	-$36.4K	0.82%	32
2023 Q3	$6.06M	Buy	41,815 +58	+0.1%	+$8.69K	0.75%	32
2023 Q2	$6.07M	Buy	41,757 +39	+0.1%	+$5.36K	0.73%	34
2023 Q1	$5.44M	Sell	41,718 -25	-0.1%	-$3.42K	0.69%	36
2022 Q4	$5.6M	Sell	41,743 -593	-1%	-$75.1K	0.73%	35
2022 Q3	$4.42M	Buy	42,336 +11,825	+39%	+$1.36M	0.63%	39
2022 Q2	$3.44M	Sell	30,511 -40	-0.1%	-$4.96K	0.45%	49
2022 Q1	$4.16M	Sell	30,551 -105	-0.3%	-$15.5K	0.49%	43
2021 Q4	$4.85M	Sell	30,656 -604	-2%	-$99.2K	0.58%	37
2021 Q3	$5.12M	Buy	31,260 +653	+2%	+$102K	0.67%	38
2021 Q2	$4.76M	Sell	30,607 -6,753	-18%	-$1.06M	0.62%	38
2021 Q1	$5.69M	Buy	37,360 +422	+1%	+$60.7K	0.76%	32
2020 Q4	$4.69M	Sell	36,938 -250	-0.7%	-$27.9K	0.68%	35
2020 Q3	$3.58M	Sell	37,188 -2,377	-6%	-$233K	0.61%	40
2020 Q2	$3.72M	Buy	39,565 +9,061	+30%	+$860K	0.69%	39
2020 Q1	$2.75M	Buy	30,504 +918	+3%	+$112K	0.6%	42
2019 Q4	$4.12M	Sell	29,586 -41	-0.1%	-$5.26K	0.67%	38
2019 Q3	$3.49M	Buy	29,627 +812	+3%	+$91.8K	0.58%	42
2019 Q2	$3.22M	Sell	28,815 -460	-2%	-$50.7K	0.56%	41
2019 Q1	$2.96M	Buy	29,275 +69	+0.2%	+$7.11K	0.53%	45
2018 Q4	$2.85M	Sell	29,206 -334	-1%	-$35.6K	0.58%	40
2018 Q3	$3.33M	Sell	29,540 -214	-0.7%	-$24.3K	0.56%	42
2018 Q2	$3.1M	Sell	29,754 -82	-0.3%	-$8.99K	0.66%	45
2018 Q1	$3.28M	Buy	29,836 +109	+0.4%	+$12.3K	0.65%	39
2017 Q4	$3.18M	Sell	29,727 -634	-2%	-$64.2K	0.65%	38
2017 Q3	$2.9M	Sell	30,361 -13,240	-30%	-$1.22M	0.64%	40
2017 Q2	$3.99M	Sell	43,601 -13,301	-23%	-$1.15M	0.89%	29
2017 Q1	$5M	Buy	56,902 +1,748	+3%	+$154K	1.12%	24
2016 Q4	$4.76M	Buy	55,154 +129	+0.2%	+$9.84K	1.14%	23
2016 Q3	$3.66M	Buy	55,025 +8,819	+19%	+$575K	0.94%	32
2016 Q2	$2.87M	Sell	46,206 -46	-0.1%	-$2.87K	0.75%	35
2016 Q1	$2.74M	Sell	46,252 -480	-1%	-$28K	0.75%	36
2015 Q4	$3.09M	Buy	46,732 +528	+1%	+$34.4K	0.93%	32
2015 Q3	$2.82M	Buy	46,204 +330	+0.7%	+$21.6K	0.9%	34
2015 Q2	$3.11M	Hold	45,874	–	–	0.95%	34
2015 Q1	$2.78M	Hold	45,874	–	–	0.82%	35
2014 Q4	$2.87M	Sell	45,874 -6,616	-13%	-$398K	0.83%	34
2014 Q3	$3.16M	Buy	52,490 +8,695	+20%	+$508K	0.9%	34
2014 Q2	$2.52M	Hold	43,795	–	–	0.73%	38
2014 Q1	$2.66M	Buy	43,795 +300	+0.7%	+$17.3K	0.82%	36
2013 Q4	$2.54M	Buy	43,495 +10,415	+31%	+$571K	0.8%	37
2013 Q3	$1.71M	Buy	+33,080	New	+$1.77M	0.59%	45

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Nebraska Trust's JPM Position: Q1 2026 in Review

First Nebraska Trust reduced its JPMorgan Chase (JPM) stake by 0.29% in Q1 2026, selling an estimated $35.8K and leaving 41,041 shares worth $12.1M. The position accounts for 1.12% of the portfolio, ranked #24.

First Nebraska Trust first reported a position in JPM in Q3 2013 and has held it in 51 quarters since. The position peaked at $13.3M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

First Nebraska Trust held 41,041 shares of JPMorgan Chase worth $12.1M as of Q1 2026.
First Nebraska Trust sold 118 JPMorgan Chase shares in Q1 2026, an estimated $35.8K.
JPMorgan Chase made up 1.12% of First Nebraska Trust's portfolio in Q1 2026, its #24 holding.
First Nebraska Trust first reported a position in JPMorgan Chase in Q3 2013 and has held it in 51 quarters since.
First Nebraska Trust's JPMorgan Chase position peaked at $13.3M in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.