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Mechanics Bank - Trust Department’s JPMorgan Chase JPM Stock Holding History

Mechanics Bank - Trust Department’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 		$12.8M Sell
39,083
-308
-0.8% -$95.6K 1.58% 15
2026
Q1 		$11.6M Buy
39,391
+1,640
+4% +$498K 1.6% 16
2025
Q4 		$12.2M Sell
37,751
-175
-0.5% -$54.2K 1.59% 15
2025
Q3 		$12M Sell
37,926
-1,132
-3% -$337K 1.68% 15
2025
Q2 		$11.3M Sell
39,058
-320
-0.8% -$81.7K 1.62% 14
2025
Q1 		$9.66M Sell
39,378
-622
-2% -$159K 1.32% 21
2024
Q4 		$9.59M Buy
40,000
+976
+3% +$227K 1.28% 20
2024
Q3 		$8.23M Sell
39,024
-192
-0.5% -$40.4K 1.1% 27
2024
Q2 		$7.93M Buy
39,216
+466
+1% +$91.1K 1.13% 27
2024
Q1 		$7.76M Buy
38,750
+116
+0.3% +$20.9K 1.14% 29
2023
Q4 		$6.57M Buy
38,634
+1,764
+5% +$267K 1.03% 30
2023
Q3 		$5.35M Sell
36,870
-185
-0.5% -$27.7K 0.89% 34
2023
Q2 		$5.39M Sell
37,055
-119
-0.3% -$16.4K 0.86% 34
2023
Q1 		$4.84M Sell
37,174
-1,023
-3% -$140K 0.82% 40
2022
Q4 		$5.12M Sell
38,197
-813
-2% -$103K 0.89% 39
2022
Q3 		$4.08M Sell
39,010
-212
-0.5% -$24.3K 0.77% 39
2022
Q2 		$4.42M Buy
39,222
+163
+0.4% +$20.2K 0.79% 38
2022
Q1 		$5.32M Buy
39,059
+196
+0.5% +$28.9K 0.82% 34
2021
Q4 		$6.15M Sell
38,863
-870
-2% -$143K 0.91% 30
2021
Q3 		$6.5M Sell
39,733
-62
-0.2% -$9.72K 1.05% 27
2021
Q2 		$6.19M Sell
39,795
-1,388
-3% -$218K 1.02% 31
2021
Q1 		$6.27M Sell
41,183
-1,317
-3% -$189K 1.08% 28
2020
Q4 		$5.4M Sell
42,500
-2
-0% -$224 0.97% 32
2020
Q3 		$4.09M Buy
42,502
+109
+0.3% +$10.7K 0.81% 40
2020
Q2 		$3.99M Buy
42,393
+436
+1% +$41.4K 0.84% 39
2020
Q1 		$3.78M Buy
41,957
+6,748
+19% +$820K 0.92% 36
2019
Q4 		$4.91M Sell
35,209
-257
-0.7% -$33K 0.96% 34
2019
Q3 		$4.17M Sell
35,466
-1,698
-5% -$192K 0.84% 40
2019
Q2 		$4.16M Sell
37,164
-455
-1% -$50.2K 0.94% 34
2019
Q1 		$3.81M Buy
37,619
+1,039
+3% +$107K 0.87% 41
2018
Q4 		$3.57M Sell
36,580
-199
-0.5% -$21.2K 0.9% 37
2018
Q3 		$4.15M Sell
36,779
-657
-2% -$74.6K 0.89% 34
2018
Q2 		$3.9M Buy
37,436
+1,778
+5% +$195K 0.89% 38
2018
Q1 		$3.92M Buy
35,658
+515
+1% +$58.3K 0.92% 35
2017
Q4 		$3.76M Buy
35,143
+250
+0.7% +$25.3K 0.85% 40
2017
Q3 		$3.33M Sell
34,893
-716
-2% -$66K 0.79% 42
2017
Q2 		$3.25M Buy
35,609
+1,350
+4% +$116K 0.78% 44
2017
Q1 		$3.01M Sell
34,259
-4,558
-12% -$402K 0.74% 44
2016
Q4 		$3.35M Sell
38,817
-280
-0.7% -$21.4K 0.81% 43
2016
Q3 		$2.6M Buy
39,097
+1,185
+3% +$77.3K 0.64% 53
2016
Q2 		$2.35M Buy
37,912
+2,671
+8% +$167K 0.87% 38
2016
Q1 		$2.09M Buy
35,241
+2,016
+6% +$118K 0.81% 41
2015
Q4 		$2.19M Buy
33,225
+2,199
+7% +$143K 0.86% 36
2015
Q3 		$1.89M Buy
31,026
+7,875
+34% +$516K 0.76% 42
2015
Q2 		$1.57M Sell
23,151
-255
-1% -$16.6K 0.55% 53
2015
Q1 		$1.42M Buy
23,406
+5,575
+31% +$330K 0.46% 57
2014
Q4 		$1.12M Buy
17,831
+5,615
+46% +$338K 0.35% 63
2014
Q3 		$736K Buy
12,216
+435
+4% +$25.4K 0.22% 74
2014
Q2 		$679K Sell
11,781
-100
-0.8% -$5.62K 0.19% 79
2014
Q1 		$721K Hold
11,881
– – 0.16% 81
2013
Q4 		$695K Sell
11,881
-275
-2% -$15.1K 0.17% 80
2013
Q3 		$629K Buy
12,156
+1,632
+16% +$87.5K 0.17% 76
2013
Q2 		$556K Buy
+10,524
New +$535K 0.15% 81

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Mechanics Bank - Trust Department's JPM Position: Q2 2026 in Review

Mechanics Bank - Trust Department reduced its JPMorgan Chase (JPM) stake by 0.78% in Q2 2026, selling an estimated $95.6K and leaving 39,083 shares worth $12.8M. The position accounts for 1.58% of the portfolio, ranked #15.

Mechanics Bank - Trust Department first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mechanics Bank - Trust Department held 39,083 shares of JPMorgan Chase worth $12.8M as of Q2 2026.
  • Mechanics Bank - Trust Department sold 308 JPMorgan Chase shares in Q2 2026, an estimated $95.6K.
  • JPMorgan Chase made up 1.58% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #15 holding.
  • Mechanics Bank - Trust Department first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.