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Matrix Trust Company’s JPMorgan Chase JPM Stock Holding History

Matrix 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 		$2.28M Sell
6,964
-2,366
-25% -$735K 0.33% 33
2026
Q1 		$2.75M Sell
9,330
-38
-0.4% -$11.5K 0.46% 30
2025
Q4 		$3.02M Sell
9,368
-213
-2% -$65.9K 0.5% 28
2025
Q3 		$3.02M Sell
9,581
-371
-4% -$110K 0.47% 29
2025
Q2 		$2.88M Sell
9,952
-73
-0.7% -$18.6K 0.46% 30
2025
Q1 		$2.46M Sell
10,025
-154
-2% -$39.3K 0.41% 29
2024
Q4 		$2.44M Buy
10,179
+43
+0.4% +$10K 0.42% 30
2024
Q3 		$2.14M Sell
10,136
-21
-0.2% -$4.42K 0.4% 34
2024
Q2 		$2.05M Buy
10,157
+79
+0.8% +$15.4K 0.46% 28
2024
Q1 		$2.02M Buy
10,078
+129
+1% +$23.3K 0.46% 27
2023
Q4 		$1.69M Sell
9,949
-97
-1% -$14.7K 0.4% 33
2023
Q3 		$1.46M Sell
10,046
-3,226
-24% -$484K 0.38% 37
2023
Q2 		$1.93M Buy
13,272
+914
+7% +$126K 0.5% 24
2023
Q1 		$1.61M Buy
12,358
+4,495
+57% +$616K 0.43% 27
2022
Q4 		$1.05M Buy
7,863
+1,925
+32% +$244K 0.27% 44
2022
Q3 		$621K Buy
5,938
+1,726
+41% +$198K 0.18% 44
2022
Q2 		$474K Buy
4,212
+2,760
+190% +$342K 0.13% 46
2022
Q1 		$198K Buy
+1,452
New +$214K 0.05% 46

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Matrix Trust Company reduced its JPMorgan Chase (JPM) stake by 25% in Q2 2026, selling an estimated $735K and leaving 6,964 shares worth $2.28M. The position accounts for 0.33% of the portfolio, ranked #33.

Matrix Trust Company first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.02M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Matrix Trust Company held 6,964 shares of JPMorgan Chase worth $2.28M as of Q2 2026.
  • Matrix Trust Company sold 2,366 JPMorgan Chase shares in Q2 2026, an estimated $735K.
  • JPMorgan Chase made up 0.33% of Matrix Trust Company's portfolio in Q2 2026, its #33 holding.
  • Matrix Trust Company first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • Matrix Trust Company's JPMorgan Chase position peaked at $3.02M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.