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JTC Employer Solutions Trustee’s JPMorgan Chase JPM Stock Holding History

JTC Employer Solutions Trustee’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
Q1 		$70.3M Buy
239,030
+214
+0.1% +$64.9K 5.88% 3
2025
Q4 		$77M Sell
238,816
-3,000
-1% -$929K 5.23% 3
2025
Q3 		$76.3M Sell
241,816
-5,062
-2% -$1.51M 6.54% 2
2025
Q2 		$71.5M Sell
246,878
-60,827
-20% -$15.5M 6.82% 2
2025
Q1 		$75.5M Sell
307,705
-1,531
-0.5% -$390K 6.2% 2
2024
Q4 		$74M Sell
309,236
-2,395
-0.8% -$558K 5.25% 4
2024
Q3 		$65.7M Sell
311,631
-5,800
-2% -$1.22M 4.29% 4
2024
Q2 		$64.2M Sell
317,431
-6,200
-2% -$1.21M 4.3% 4
2024
Q1 		$64.6M Sell
323,631
-10,472
-3% -$1.89M 4.1% 4
2023
Q4 		$56.9M Sell
334,103
-2,117
-0.6% -$321K 5.14% 4
2023
Q3 		$48.8M Sell
336,220
-5,454
-2% -$818K 4.54% 5
2023
Q2 		$49.7M Hold
341,674
– – 4.73% 4
2023
Q1 		$44.5M Sell
341,674
-429
-0.1% -$58.8K 4.72% 3
2022
Q4 		$45.9M Sell
342,103
-30,500
-8% -$3.86M 3.93% 3
2022
Q3 		$39M Buy
372,603
+323,660
+661% +$37.1M 6.48% 3
2022
Q2 		$5.51M Sell
48,943
-871
-2% -$108K 0.72% 15
2022
Q1 		$6.79M Hold
49,814
– – 0.75% 18
2021
Q4 		$7.89M Hold
49,814
– – 0.97% 18
2021
Q3 		$8.16M Hold
49,814
– – 1.09% 15
2021
Q2 		$7.74M Buy
+49,814
New +$7.82M 1.14% 11

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JTC Employer Solutions Trustee increased its JPMorgan Chase (JPM) stake by 0.09% in Q1 2026, buying an estimated $64.9K and bringing the position to 239,030 shares worth $70.3M. The position accounts for 5.88% of the portfolio, ranked #3.

JTC Employer Solutions Trustee first reported a position in JPM in Q2 2021 and has held it in 20 quarters since. The position peaked at $77M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • JTC Employer Solutions Trustee held 239,030 shares of JPMorgan Chase worth $70.3M as of Q1 2026.
  • JTC Employer Solutions Trustee bought 214 JPMorgan Chase shares in Q1 2026, an estimated $64.9K.
  • JPMorgan Chase made up 5.88% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #3 holding.
  • JTC Employer Solutions Trustee first reported a position in JPMorgan Chase in Q2 2021 and has held it in 20 quarters since.
  • JTC Employer Solutions Trustee's JPMorgan Chase position peaked at $77M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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