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Greenfield Savings Bank’s JPMorgan Chase JPM Stock Holding History

Greenfield Savings 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 		$7.66M Sell
23,408
-135
-0.6% -$41.9K 2.91% 5
2026
Q1 		$6.93M Buy
23,543
+17
+0.1% +$5.16K 2.95% 4
2025
Q4 		$7.58M Sell
23,526
-176
-0.7% -$54.5K 3.19% 4
2025
Q3 		$7.48M Sell
23,702
-450
-2% -$134K 3.15% 3
2025
Q2 		$7M Buy
24,152
+101
+0.4% +$25.8K 3.18% 3
2025
Q1 		$5.9M Sell
24,051
-293
-1% -$74.7K 2.89% 3
2024
Q4 		$5.84M Sell
24,344
-475
-2% -$111K 2.8% 3
2024
Q3 		$5.23M Sell
24,819
-194
-0.8% -$40.9K 2.48% 3
2024
Q2 		$5.06M Buy
25,013
+210
+0.8% +$41.1K 2.6% 3
2024
Q1 		$4.97M Sell
24,803
-205
-0.8% -$37K 2.61% 3
2023
Q4 		$4.25M Buy
25,008
+78
+0.3% +$11.8K 2.46% 3
2023
Q3 		$3.62M Buy
+24,930
New +$3.74M 2.27% 4
2023
Q2 		– Sell
-25,047
Closed -$3.26M – 139
2023
Q1 		$3.26M Sell
25,047
-219
-0.9% -$30K 2.12% 6
2022
Q4 		$3.39M Sell
25,266
-318
-1% -$40.3K 2.24% 5
2022
Q3 		$2.67M Sell
25,584
-324
-1% -$37.2K 1.93% 7
2022
Q2 		$2.92M Buy
+25,908
New +$3.21M 1.96% 8

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Greenfield Savings Bank's JPM Position: Q2 2026 in Review

Greenfield Savings Bank reduced its JPMorgan Chase (JPM) stake by 0.57% in Q2 2026, selling an estimated $41.9K and leaving 23,408 shares worth $7.66M. The position accounts for 2.91% of the portfolio, ranked #5.

Greenfield Savings Bank first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. 2,781 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Greenfield Savings Bank held 23,408 shares of JPMorgan Chase worth $7.66M as of Q2 2026.
  • Greenfield Savings Bank sold 135 JPMorgan Chase shares in Q2 2026, an estimated $41.9K.
  • JPMorgan Chase made up 2.91% of Greenfield Savings Bank's portfolio in Q2 2026, its #5 holding.
  • Greenfield Savings Bank first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
  • 2,781 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.