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Grove Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Grove Bank & 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 		$10.1M Buy
30,891
+507
+2% +$157K 1% 27
2026
Q1 		$8.94M Buy
30,384
+735
+2% +$223K 1.01% 30
2025
Q4 		$9.55M Sell
29,649
-2
-0% -$619 1.07% 27
2025
Q3 		$9.35M Sell
29,651
-1,601
-5% -$476K 1.09% 24
2025
Q2 		$9.06M Buy
31,252
+43
+0.1% +$11K 1.13% 19
2025
Q1 		$7.66M Buy
31,209
+2,808
+10% +$716K 1.02% 23
2024
Q4 		$6.81M Buy
28,401
+559
+2% +$130K 0.94% 24
2024
Q3 		$5.87M Buy
27,842
+435
+2% +$91.6K 0.87% 25
2024
Q2 		$5.54M Buy
27,407
+759
+3% +$148K 0.89% 24
2024
Q1 		$5.34M Buy
26,648
+2,356
+10% +$425K 0.9% 25
2023
Q4 		$4.13M Sell
24,292
-22
-0.1% -$3.33K 0.76% 29
2023
Q3 		$3.53M Buy
24,314
+293
+1% +$43.9K 0.72% 27
2023
Q2 		$3.49M Sell
24,021
-179
-0.7% -$24.6K 0.71% 28
2023
Q1 		$3.15M Sell
24,200
-3,199
-12% -$438K 0.67% 26
2022
Q4 		$3.67M Buy
27,399
+2,243
+9% +$284K 0.81% 25
2022
Q3 		$2.63M Sell
25,156
-46
-0.2% -$5.28K 0.65% 33
2022
Q2 		$2.84M Sell
25,202
-143
-0.6% -$17.7K 0.68% 34
2022
Q1 		$3.46M Buy
25,345
+662
+3% +$97.7K 0.68% 34
2021
Q4 		$3.91M Buy
24,683
+1,258
+5% +$207K 0.75% 33
2021
Q3 		$3.83M Buy
23,425
+1,071
+5% +$168K 0.81% 30
2021
Q2 		$3.48M Sell
22,354
-20
-0.1% -$3.14K 0.75% 32
2021
Q1 		$3.41M Buy
22,374
+43
+0.2% +$6.19K 0.8% 30
2020
Q4 		$2.84M Buy
22,331
+1,694
+8% +$189K 0.74% 32
2020
Q3 		$1.99M Buy
20,637
+817
+4% +$80.2K 0.61% 42
2020
Q2 		$1.86M Buy
19,820
+137
+0.7% +$13K 0.61% 41
2020
Q1 		$1.77M Buy
19,683
+618
+3% +$75.1K 0.7% 36
2019
Q4 		$2.66M Sell
19,065
-132
-0.7% -$16.9K 0.8% 25
2019
Q3 		$2.26M Buy
19,197
+2,582
+16% +$292K 0.73% 29
2019
Q2 		$1.86M Buy
16,615
+84
+0.5% +$9.26K 0.68% 31
2019
Q1 		$1.67M Buy
16,531
+2,006
+14% +$207K 0.64% 36
2018
Q4 		$1.42M Buy
14,525
+1,001
+7% +$107K 0.66% 36
2018
Q3 		$1.53M Sell
13,524
-73
-0.5% -$8.29K 0.63% 40
2018
Q2 		$1.42M Sell
13,597
-160
-1% -$17.6K 0.6% 40
2018
Q1 		$1.51M Buy
13,757
+90
+0.7% +$10.2K 0.67% 35
2017
Q4 		$1.46M Buy
13,667
+160
+1% +$16.2K 0.64% 35
2017
Q3 		$1.29M Buy
13,507
+3,720
+38% +$343K 0.63% 37
2017
Q2 		$895K Buy
9,787
+1,417
+17% +$122K 0.57% 45
2017
Q1 		$735K Sell
8,370
-1,257
-13% -$111K 0.6% 40
2016
Q4 		$831K Buy
9,627
+1,010
+12% +$77K 0.63% 42
2016
Q3 		$574K Hold
8,617
– – 0.49% 52
2016
Q2 		$535K Sell
8,617
-100
-1% -$6.25K 0.48% 51
2016
Q1 		$516K Hold
8,717
– – 0.47% 51
2015
Q4 		$575K Buy
+8,717
New +$568K 0.52% 48

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 22.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Grove Bank & Trust's JPM Position: Q2 2026 in Review

Grove Bank & Trust increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $157K and bringing the position to 30,891 shares worth $10.1M. The position accounts for 1% of the portfolio, ranked #27.

Grove Bank & Trust first reported a position in JPM in Q4 2015 and has held it in 43 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Grove Bank & Trust held 30,891 shares of JPMorgan Chase worth $10.1M as of Q2 2026.
  • Grove Bank & Trust bought 507 JPMorgan Chase shares in Q2 2026, an estimated $157K.
  • JPMorgan Chase made up 1% of Grove Bank & Trust's portfolio in Q2 2026, its #27 holding.
  • Grove Bank & Trust first reported a position in JPMorgan Chase in Q4 2015 and has held it in 43 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.