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Indiana Trust & Investment Management’s JPMorgan Chase JPM Stock Holding History

Indiana Trust & Investment Management’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 		$11.1M Buy
33,768
+681
+2% +$211K 3.02% 7
2026
Q1 		$9.73M Buy
33,087
+1,322
+4% +$401K 3.01% 6
2025
Q4 		$10.2M Buy
31,765
+827
+3% +$256K 3.02% 7
2025
Q3 		$9.76M Buy
30,938
+235
+0.8% +$69.9K 2.97% 6
2025
Q2 		$8.9M Buy
30,703
+305
+1% +$77.8K 2.94% 6
2025
Q1 		$7.46M Buy
30,398
+875
+3% +$223K 2.7% 7
2024
Q4 		$7.08M Buy
29,523
+1,975
+7% +$460K 2.41% 9
2024
Q3 		$5.81M Buy
27,548
+545
+2% +$115K 1.98% 10
2024
Q2 		$5.46M Buy
27,003
+459
+2% +$89.7K 2% 11
2024
Q1 		$5.32M Sell
26,544
-217
-0.8% -$39.2K 2.14% 9
2023
Q4 		$4.55M Buy
26,761
+108
+0.4% +$16.4K 2.06% 9
2023
Q3 		$3.87M Buy
26,653
+553
+2% +$82.9K 1.95% 8
2023
Q2 		$3.8M Buy
26,100
+2,496
+11% +$343K 1.94% 12
2023
Q1 		$3.08M Buy
23,604
+775
+3% +$106K 1.67% 12
2022
Q4 		$3.06K Buy
22,829
+119
+0.5% +$15.1K 1.73% 12
2022
Q3 		$2.37M Buy
22,710
+22
+0.1% +$2.52K 1.44% 14
2022
Q2 		$2.56M Sell
22,688
-117
-0.5% -$14.5K 1.43% 12
2022
Q1 		$3.11M Sell
22,805
-275
-1% -$40.6K 1.49% 12
2021
Q4 		$3.65M Sell
23,080
-375
-2% -$61.6K 1.69% 12
2021
Q3 		$3.84M Sell
23,455
-1,654
-7% -$259K 1.93% 11
2021
Q2 		$3.19M Buy
25,109
+1,414
+6% +$222K 1.75% 12
2021
Q1 		$3.61M Sell
23,695
-1,414
-6% -$203K 1.93% 12
2020
Q4 		$3.19M Buy
25,109
+408
+2% +$45.6K 1.75% 12
2020
Q3 		$2.38M Buy
24,701
+100
+0.4% +$9.82K 1.42% 13
2020
Q2 		$2.31M Buy
24,601
+94
+0.4% +$8.92K 1.43% 15
2020
Q1 		$2.21M Sell
24,507
-154
-0.6% -$18.7K 1.57% 12
2019
Q4 		$3.44M Sell
24,661
-2,347
-9% -$301K 1.92% 11
2019
Q3 		$3.18M Sell
27,008
-1,593
-6% -$180K 1.78% 11
2019
Q2 		$3.2M Sell
28,601
-3,952
-12% -$436K 1.75% 10
2019
Q1 		$3.29M Sell
32,553
-2,893
-8% -$298K 1.71% 12
2018
Q4 		$3.46M Sell
35,446
-890
-2% -$94.8K 1.93% 11
2018
Q3 		$4.1M Sell
36,336
-675
-2% -$76.6K 1.87% 11
2018
Q2 		$3.86M Sell
37,011
-3,163
-8% -$347K 1.84% 11
2018
Q1 		$4.42M Sell
40,174
-527
-1% -$59.7K 2.05% 9
2017
Q4 		$4.35M Sell
40,701
-706
-2% -$71.5K 2.02% 9
2017
Q3 		$3.96M Sell
41,407
-320
-0.8% -$29.5K 1.91% 10
2017
Q2 		$3.81M Buy
41,727
+276
+0.7% +$23.8K 1.87% 10
2017
Q1 		$3.64M Sell
41,451
-1,355
-3% -$120K 1.82% 10
2016
Q4 		$3.69M Sell
42,806
-480
-1% -$36.6K 1.92% 9
2016
Q3 		$2.88M Buy
43,286
+183
+0.4% +$11.9K 1.44% 15
2016
Q2 		$2.68M Sell
43,103
-1,169
-3% -$73K 1.35% 17
2016
Q1 		$2.62M Sell
44,272
-3,290
-7% -$192K 1.38% 16
2015
Q4 		$2.98M Buy
47,562
+3,815
+9% +$248K 1.55% 10
2015
Q3 		$2.67M Sell
43,747
-1,022
-2% -$66.9K 1.52% 10
2015
Q2 		$3.03M Sell
44,769
-2,230
-5% -$146K 1.57% 9
2015
Q1 		$2.85M Sell
46,999
-563
-1% -$33.3K 1.44% 12
2014
Q4 		$2.98M Sell
47,562
-1,673
-3% -$101K 1.55% 10
2014
Q3 		$2.97M Sell
49,235
-382
-0.8% -$22.3K 1.55% 10
2014
Q2 		$2.86M Sell
49,617
-245
-0.5% -$13.8K 1.65% 9
2014
Q1 		$3.03M Buy
49,862
+2,794
+6% +$161K 1.88% 6
2013
Q4 		$2.75M Sell
47,068
-715
-1% -$39.2K 1.57% 12
2013
Q3 		$2.47M Sell
47,783
-7,731
-14% -$415K 1.49% 10
2013
Q2 		$2.93M Buy
+55,514
New +$2.82M 2.42% 5

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Indiana Trust & Investment Management's JPM Position: Q2 2026 in Review

Indiana Trust & Investment Management increased its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, buying an estimated $211K and bringing the position to 33,768 shares worth $11.1M. The position accounts for 3.02% of the portfolio, ranked #7.

Indiana Trust & Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,397 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Indiana Trust & Investment Management held 33,768 shares of JPMorgan Chase worth $11.1M as of Q2 2026.
  • Indiana Trust & Investment Management bought 681 JPMorgan Chase shares in Q2 2026, an estimated $211K.
  • JPMorgan Chase made up 3.02% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #7 holding.
  • Indiana Trust & Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,397 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.