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 Q3	$5.41M	Sell	16,340 -3,239	-17%	-$1.13M	2.19%	15
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 Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

InvesTrust's JPM Position: Q3 2026 in Review

InvesTrust reduced its JPMorgan Chase (JPM) stake by 17% in Q3 2026, selling an estimated $1.13M and leaving 16,340 shares worth $5.41M. The position accounts for 2.19% of the portfolio, ranked #15.

InvesTrust first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.6M in Q4 2024. 2,564 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

InvesTrust held 16,340 shares of JPMorgan Chase worth $5.41M as of Q3 2026.
InvesTrust sold 3,239 JPMorgan Chase shares in Q3 2026, an estimated $1.13M.
JPMorgan Chase made up 2.19% of InvesTrust's portfolio in Q3 2026, its #15 holding.
InvesTrust first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
InvesTrust's JPMorgan Chase position peaked at $10.6M in Q4 2024.
2,564 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.