Greenleaf Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.6M | Sell |
90,431
-34
| -0% | -$10.6K | 0.28% | 34 |
|
|
2026
Q1 | $26.6M | Sell |
90,465
-3,661
| -4% | -$1.11M | 0.26% | 34 |
|
|
2025
Q4 | $30.3M | Sell |
94,126
-2,357
| -2% | -$730K | 0.28% | 31 |
|
|
2025
Q3 | $30.4M | Sell |
96,483
-18,811
| -16% | -$5.59M | 0.28% | 27 |
|
|
2025
Q2 | $33.4M | Sell |
115,294
-19,280
| -14% | -$4.92M | 0.3% | 24 |
|
|
2025
Q1 | $33M | Buy |
134,574
+4,895
| +4% | +$1.25M | 0.3% | 24 |
|
|
2024
Q4 | $31.1M | Buy |
129,679
+1,112
| +0.9% | +$259K | 0.28% | 25 |
|
|
2024
Q3 | $27.1M | Buy |
128,567
+2,837
| +2% | +$598K | 0.24% | 28 |
|
|
2024
Q2 | $25.4M | Buy |
125,730
+580
| +0.5% | +$113K | 0.24% | 28 |
|
|
2024
Q1 | $25.1M | Buy |
125,150
+1,761
| +1% | +$318K | 0.23% | 28 |
|
|
2023
Q4 | $21M | Buy |
123,389
+1,376
| +1% | +$209K | 0.23% | 35 |
|
|
2023
Q3 | $17.7M | Buy |
122,013
+9,188
| +8% | +$1.38M | 0.2% | 36 |
|
|
2023
Q2 | $16.4M | Sell |
112,825
-1,018
| -0.9% | -$140K | 0.17% | 37 |
|
|
2023
Q1 | $14.8M | Buy |
113,843
+6,207
| +6% | +$850K | 0.17% | 40 |
|
|
2022
Q4 | $14.4M | Buy |
107,636
+9,152
| +9% | +$1.16M | 0.18% | 36 |
|
|
2022
Q3 | $10.3M | Buy |
98,484
+13,876
| +16% | +$1.59M | 0.15% | 47 |
|
|
2022
Q2 | $9.53M | Buy |
84,608
+10,903
| +15% | +$1.35M | 0.14% | 42 |
|
|
2022
Q1 | $10M | Buy |
73,705
+8,330
| +13% | +$1.23M | 0.12% | 44 |
|
|
2021
Q4 | $10.4M | Buy |
65,375
+5,472
| +9% | +$899K | 0.12% | 46 |
|
|
2021
Q3 | $9.81M | Buy |
59,903
+1,540
| +3% | +$241K | 0.12% | 43 |
|
|
2021
Q2 | $9.08M | Buy |
58,363
+1,762
| +3% | +$277K | 0.11% | 47 |
|
|
2021
Q1 | $8.62M | Buy |
56,601
+784
| +1% | +$113K | 0.11% | 48 |
|
|
2020
Q4 | $7.09M | Buy |
55,817
+4,971
| +10% | +$556K | 0.09% | 46 |
|
|
2020
Q3 | $4.89M | Buy |
50,846
+3,336
| +7% | +$328K | 0.08% | 55 |
|
|
2020
Q2 | $4.47M | Sell |
47,510
-1,639
| -3% | -$156K | 0.08% | 56 |
|
|
2020
Q1 | $4.42M | Sell |
49,149
-6,641
| -12% | -$807K | 0.09% | 48 |
|
|
2019
Q4 | $7.78M | Buy |
55,790
+1,516
| +3% | +$194K | 0.12% | 44 |
|
|
2019
Q3 | $6.39M | Buy |
54,274
+2,632
| +5% | +$298K | 0.1% | 48 |
|
|
2019
Q2 | $5.77M | Buy |
51,642
+7,325
| +17% | +$808K | 0.09% | 50 |
|
|
2019
Q1 | $4.49M | Buy |
44,317
+3,887
| +10% | +$400K | 0.07% | 55 |
|
|
2018
Q4 | $3.95M | Sell |
40,430
-1,478
| -4% | -$157K | 0.08% | 56 |
|
|
2018
Q3 | $4.73M | Buy |
41,908
+2,397
| +6% | +$272K | 0.09% | 56 |
|
|
2018
Q2 | $4.12M | Buy |
39,511
+7,264
| +23% | +$797K | 0.08% | 61 |
|
|
2018
Q1 | $3.55M | Buy |
32,247
+1,850
| +6% | +$209K | 0.07% | 66 |
|
|
2017
Q4 | $3.25M | Buy |
30,397
+1,406
| +5% | +$142K | 0.07% | 75 |
|
|
2017
Q3 | $2.77M | Buy |
28,991
+3,852
| +15% | +$355K | 0.06% | 81 |
|
|
2017
Q2 | $2.3M | Sell |
25,139
-1,623
| -6% | -$140K | 0.05% | 81 |
|
|
2017
Q1 | $2.35M | Buy |
26,762
+2,697
| +11% | +$238K | 0.06% | 70 |
|
|
2016
Q4 | $2.08M | Sell |
24,065
-936
| -4% | -$71.4K | 0.05% | 77 |
|
|
2016
Q3 | $1.67M | Buy |
25,001
+7,693
| +44% | +$502K | 0.04% | 75 |
|
|
2016
Q2 | $1.08M | Sell |
17,308
-1,008
| -6% | -$63K | 0.03% | 81 |
|
|
2016
Q1 | $1.08M | Sell |
18,316
-595
| -3% | -$34.7K | 0.03% | 84 |
|
|
2015
Q4 | $1.25M | Buy |
18,911
+850
| +5% | +$55.3K | 0.04% | 80 |
|
|
2015
Q3 | $1.1M | Sell |
18,061
-2,526
| -12% | -$165K | 0.03% | 71 |
|
|
2015
Q2 | $1.4M | Buy |
20,587
+739
| +4% | +$48.2K | 0.04% | 63 |
|
|
2015
Q1 | $1.2M | Buy |
19,848
+8,995
| +83% | +$533K | 0.04% | 71 |
|
|
2014
Q4 | $679K | Buy |
10,853
+6,002
| +124% | +$361K | 0.02% | 97 |
|
|
2014
Q3 | $292K | Buy |
4,851
+553
| +13% | +$32.3K | 0.01% | 128 |
|
|
2014
Q2 | $248K | Buy |
+4,298
| New | +$242K | 0.01% | 138 |
|
Other funds holding JPM
Greenleaf Trust's JPM Position: Q2 2026 in Review
Greenleaf Trust reduced its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, selling an estimated $10.6K and leaving 90,431 shares worth $29.6M. The position accounts for 0.28% of the portfolio, ranked #34.
Greenleaf Trust first reported a position in JPM in Q2 2014 and has held it in 49 quarters since. The position peaked at $33.4M in Q2 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Greenleaf Trust held 90,431 shares of JPMorgan Chase worth $29.6M as of Q2 2026.
- Greenleaf Trust sold 34 JPMorgan Chase shares in Q2 2026, an estimated $10.6K.
- JPMorgan Chase made up 0.28% of Greenleaf Trust's portfolio in Q2 2026, its #34 holding.
- Greenleaf Trust first reported a position in JPMorgan Chase in Q2 2014 and has held it in 49 quarters since.
- Greenleaf Trust's JPMorgan Chase position peaked at $33.4M in Q2 2025.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.