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InvesTrust’s JPMorgan Chase JPM Stock Holding History

InvesTrust’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 		$6.41M Sell
19,579
-607
-3% -$189K 2.47% 12
2026
Q1 		$5.94M Sell
20,186
-618
-3% -$188K 2.5% 11
2025
Q4 		$6.7M Sell
20,804
-863
-4% -$267K 2.59% 9
2025
Q3 		$6.83M Sell
21,667
-72
-0.3% -$21.4K 2.5% 10
2025
Q2 		$6.3M Sell
21,739
-19,775
-48% -$5.05M 2.43% 9
2025
Q1 		$10.2M Sell
41,514
-2,646
-6% -$675K 2.79% 3
2024
Q4 		$10.6M Buy
+44,160
New +$10.3M 2.94% 3

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

InvesTrust's JPM Position: Q2 2026 in Review

InvesTrust reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2026, selling an estimated $189K and leaving 19,579 shares worth $6.41M. The position accounts for 2.47% of the portfolio, ranked #12.

InvesTrust first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • InvesTrust held 19,579 shares of JPMorgan Chase worth $6.41M as of Q2 2026.
  • InvesTrust sold 607 JPMorgan Chase shares in Q2 2026, an estimated $189K.
  • JPMorgan Chase made up 2.47% of InvesTrust's portfolio in Q2 2026, its #12 holding.
  • InvesTrust first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's JPMorgan Chase position peaked at $10.6M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.