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 Q2	$78.2M	Hold	239,030	–	–	6.27%	3
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JTC Employer Solutions Trustee's JPM Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its JPMorgan Chase (JPM) position steady in Q2 2026 at 239,030 shares worth $78.2M. The position accounts for 6.27% of the portfolio, ranked #3.

JTC Employer Solutions Trustee first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

JTC Employer Solutions Trustee held 239,030 shares of JPMorgan Chase worth $78.2M as of Q2 2026.
JTC Employer Solutions Trustee left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 6.27% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #3 holding.
JTC Employer Solutions Trustee first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.