GreatBanc Trust’s JPMorgan Chase JPM Stock Holding History

GreatBanc 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	$613K	Hold	1,874	–	–	0.38%	30
2026 Q1	$551K	Sell	1,874 -20	-1%	-$6.07K	0.39%	32
2025 Q4	$610K	Sell	1,894 -140	-7%	-$43.3K	0.43%	28
2025 Q3	$642K	Buy	+2,034	New	+$605K	0.44%	29

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GreatBanc Trust's JPM Position: Q2 2026 in Review

GreatBanc Trust held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,874 shares worth $613K. The position accounts for 0.38% of the portfolio, ranked #30.

GreatBanc Trust first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $642K in Q3 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

GreatBanc Trust held 1,874 shares of JPMorgan Chase worth $613K as of Q2 2026.
GreatBanc Trust left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.38% of GreatBanc Trust's portfolio in Q2 2026, its #30 holding.
GreatBanc Trust first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
GreatBanc Trust's JPMorgan Chase position peaked at $642K in Q3 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GreatBanc Trust's 13F filing for Q2 2026, filed 30 Jul 2026.