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Kentucky Trust Company’s JPMorgan Chase JPM Stock Holding History

Kentucky Trust Company’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 		$7.44M Buy
22,724
+1,300
+6% +$404K 3.58% 3
2026
Q1 		$6.3M Sell
21,424
-62
-0.3% -$18.8K 3.3% 5
2025
Q4 		$6.92M Sell
21,486
-315
-1% -$97.5K 3.67% 4
2025
Q3 		$6.88M Sell
21,801
-796
-4% -$237K 3.72% 4
2025
Q2 		$6.55M Sell
22,597
-120
-0.5% -$30.6K 3.76% 3
2025
Q1 		$5.57M Sell
22,717
-188
-0.8% -$47.9K 3.31% 5
2024
Q4 		$5.49M Buy
+22,905
New +$5.33M 3.23% 5

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kentucky Trust Company's JPM Position: Q2 2026 in Review

Kentucky Trust Company increased its JPMorgan Chase (JPM) stake by 6.1% in Q2 2026, buying an estimated $404K and bringing the position to 22,724 shares worth $7.44M. The position accounts for 3.58% of the portfolio, ranked #3.

Kentucky Trust Company first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kentucky Trust Company held 22,724 shares of JPMorgan Chase worth $7.44M as of Q2 2026.
  • Kentucky Trust Company bought 1,300 JPMorgan Chase shares in Q2 2026, an estimated $404K.
  • JPMorgan Chase made up 3.58% of Kentucky Trust Company's portfolio in Q2 2026, its #3 holding.
  • Kentucky Trust Company first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.