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

First Western Trust Bank’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	$12.7M	Sell	38,920 -2,031	-5%	-$631K	0.62%	15
2026 Q1	$12M	Sell	40,951 -959	-2%	-$291K	0.61%	15
2025 Q4	$13.5M	Sell	41,910 -514	-1%	-$159K	0.66%	13
2025 Q3	$13.4M	Sell	42,424 -1,488	-3%	-$443K	0.61%	13
2025 Q2	$12.7M	Sell	43,912 -675	-2%	-$172K	0.57%	13
2025 Q1	$10.9M	Sell	44,587 -1,451	-3%	-$370K	0.52%	14
2024 Q4	$11M	Sell	46,038 -946	-2%	-$220K	0.51%	16
2024 Q3	$9.91M	Sell	46,984 -2,700	-5%	-$569K	0.45%	18
2024 Q2	$10M	Sell	49,684 -6,292	-11%	-$1.23M	0.48%	16
2024 Q1	$11.2M	Sell	55,976 -2,331	-4%	-$421K	0.51%	17
2023 Q4	$9.92M	Buy	58,307 +1,599	+3%	+$242K	0.49%	20
2023 Q3	$8.22M	Sell	56,708 -1,603	-3%	-$240K	0.44%	25
2023 Q2	$8.48M	Sell	58,311 -511	-0.9%	-$70.3K	0.41%	25
2023 Q1	$7.67M	Buy	58,822 +2,194	+4%	+$301K	0.4%	27
2022 Q4	$7.59M	Buy	56,628 +1,753	+3%	+$222K	0.44%	28
2022 Q3	$5.74M	Sell	54,875 -1,795	-3%	-$206K	0.39%	32
2022 Q2	$6.53M	Sell	56,670 -3,593	-6%	-$445K	0.43%	28
2022 Q1	$8.47M	Buy	+60,263	New	+$8.9M	0.44%	27

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

First Western Trust Bank reduced its JPMorgan Chase (JPM) stake by 5% in Q2 2026, selling an estimated $631K and leaving 38,920 shares worth $12.7M. The position accounts for 0.62% of the portfolio, ranked #15.

First Western Trust Bank first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.5M in Q4 2025. 2,429 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

First Western Trust Bank held 38,920 shares of JPMorgan Chase worth $12.7M as of Q2 2026.
First Western Trust Bank sold 2,031 JPMorgan Chase shares in Q2 2026, an estimated $631K.
JPMorgan Chase made up 0.62% of First Western Trust Bank's portfolio in Q2 2026, its #15 holding.
First Western Trust Bank first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's JPMorgan Chase position peaked at $13.5M in Q4 2025.
2,429 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.