JTC Employer Solutions Trustee’s BP BP Stock Holding History

JTC Employer Solutions Trustee’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-146	Closed	-$5K	–	308
2025 Q4	$5K	Hold	146	–	–	﹤0.01%	292
2025 Q3	$5K	Hold	146	–	–	﹤0.01%	292
2025 Q2	$4K	Sell	146 -1,828	-93%	-$53.6K	﹤0.01%	289
2025 Q1	$67K	Hold	1,974	–	–	0.01%	226
2024 Q4	$57K	Hold	1,974	–	–	﹤0.01%	238
2024 Q3	$62K	Hold	1,974	–	–	﹤0.01%	237
2024 Q2	$71K	Hold	1,974	–	–	﹤0.01%	228
2024 Q1	$73K	Hold	1,974	–	–	﹤0.01%	229
2023 Q4	$70K	Hold	1,974	–	–	0.01%	226
2023 Q3	$77K	Hold	1,974	–	–	0.01%	217
2023 Q2	$70K	Hold	1,974	–	–	0.01%	235
2023 Q1	$75K	Hold	1,974	–	–	0.01%	229
2022 Q4	$69K	Hold	1,974	–	–	0.01%	235
2022 Q3	$56K	Hold	1,974	–	–	0.01%	205
2022 Q2	$56K	Hold	1,974	–	–	0.01%	188
2022 Q1	$58K	Hold	1,974	–	–	0.01%	193
2021 Q4	$53K	Sell	1,974 -372	-16%	-$10.3K	0.01%	211
2021 Q3	$64K	Buy	2,346 +146	+7%	+$3.66K	0.01%	200
2021 Q2	$58K	Buy	+2,200	New	+$57.7K	0.01%	203

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JTC Employer Solutions Trustee's BP Position: Q1 2026 in Review

JTC Employer Solutions Trustee sold out of BP (BP) in Q1 2026, closing a stake of 146 shares — an estimated $5K sold.

JTC Employer Solutions Trustee first reported a position in BP in Q2 2021 and held it in 19 quarters. The position peaked at $77K in Q3 2023. 1,264 funds tracked by Wall St. Rank hold BP as of Q1 2026.

JTC Employer Solutions Trustee reported no remaining BP position as of Q1 2026 after selling out during the quarter.
JTC Employer Solutions Trustee sold 146 BP shares in Q1 2026, an estimated $5K.
JTC Employer Solutions Trustee first reported a position in BP in Q2 2021 and held it in 19 quarters.
JTC Employer Solutions Trustee's BP position peaked at $77K in Q3 2023.
1,264 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.