Members Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.41M | Buy |
10,430
+40
| +0.4% | +$12.4K | 0.11% | 27 |
|
|
2026
Q1 | $3.06M | Sell |
10,390
-184
| -2% | -$55.8K | 0.1% | 27 |
|
|
2025
Q4 | $3.41M | Sell |
10,574
-181
| -2% | -$56K | 0.11% | 26 |
|
|
2025
Q3 | $3.39M | Buy |
10,755
+29
| +0.3% | +$8.63K | 0.11% | 26 |
|
|
2025
Q2 | $3.11M | Buy |
10,726
+1,097
| +11% | +$280K | 0.11% | 25 |
|
|
2025
Q1 | $2.36M | Buy |
9,629
+1,710
| +22% | +$436K | 0.08% | 28 |
|
|
2024
Q4 | $1.9M | Sell |
7,919
-298
| -4% | -$69.4K | 0.07% | 26 |
|
|
2024
Q3 | $1.73M | Buy |
8,217
+41
| +0.5% | +$8.64K | 0.06% | 26 |
|
|
2024
Q2 | $1.65M | Sell |
8,176
-95
| -1% | -$18.6K | 0.05% | 26 |
|
|
2024
Q1 | $1.66M | Sell |
8,271
-742
| -8% | -$134K | 0.05% | 25 |
|
|
2023
Q4 | $1.53M | Buy |
9,013
+541
| +6% | +$82K | 0.04% | 24 |
|
|
2023
Q3 | $1.25M | Sell |
8,472
-441
| -5% | -$66.1K | 0.04% | 30 |
|
|
2023
Q2 | $1.3M | Buy |
+8,913
| New | +$1.23M | 0.04% | 28 |
|
|
2022
Q4 | – | Sell |
-9,787
| Closed | -$1.02M | – | 77 |
|
|
2022
Q3 | $1.02M | Buy |
9,787
+1,609
| +20% | +$185K | 0.03% | 33 |
|
|
2022
Q2 | $921K | Sell |
8,178
-75
| -0.9% | -$9.29K | 0.03% | 37 |
|
|
2022
Q1 | $1.13M | Sell |
8,253
-406
| -5% | -$59.9K | 0.03% | 34 |
|
|
2021
Q4 | $1.37M | Buy |
8,659
+614
| +8% | +$101K | 0.04% | 33 |
|
|
2021
Q3 | $1.33M | Buy |
8,045
+869
| +12% | +$136K | 0.04% | 34 |
|
|
2021
Q2 | $1.12M | Buy |
7,176
+758
| +12% | +$119K | 0.04% | 37 |
|
|
2021
Q1 | $977K | Sell |
6,418
-207
| -3% | -$29.8K | 0.03% | 39 |
|
|
2020
Q4 | $842K | Buy |
6,625
+124
| +2% | +$13.9K | 0.03% | 42 |
|
|
2020
Q3 | $626K | Buy |
6,501
+327
| +5% | +$32.1K | 0.02% | 45 |
|
|
2020
Q2 | $581K | Buy |
+6,174
| New | +$586K | 0.02% | 48 |
|
|
2018
Q1 | $700K | Buy |
6,374
+258
| +4% | +$29.2K | 0.04% | 37 |
|
|
2017
Q4 | $654K | Buy |
6,116
+413
| +7% | +$41.8K | 0.03% | 39 |
|
|
2017
Q3 | $545K | Sell |
5,703
-137
| -2% | -$12.6K | 0.03% | 37 |
|
|
2017
Q2 | $534K | Sell |
5,840
-498
| -8% | -$43K | 0.03% | 41 |
|
|
2017
Q1 | $557K | Buy |
+6,338
| New | +$559K | 0.03% | 41 |
|
|
2016
Q3 | $475K | Buy |
7,137
+301
| +4% | +$19.6K | 0.03% | 45 |
|
|
2016
Q2 | $425K | Buy |
+6,836
| New | +$427K | 0.03% | 51 |
|
Other funds holding JPM
Members Trust's JPM Position: Q2 2026 in Review
Members Trust increased its JPMorgan Chase (JPM) stake by 0.38% in Q2 2026, buying an estimated $12.4K and bringing the position to 10,430 shares worth $3.41M. The position accounts for 0.11% of the portfolio, ranked #27.
Members Trust first reported a position in JPM in Q2 2016 and has held it in 30 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Members Trust held 10,430 shares of JPMorgan Chase worth $3.41M as of Q2 2026.
- Members Trust bought 40 JPMorgan Chase shares in Q2 2026, an estimated $12.4K.
- JPMorgan Chase made up 0.11% of Members Trust's portfolio in Q2 2026, its #27 holding.
- Members Trust first reported a position in JPMorgan Chase in Q2 2016 and has held it in 30 quarters since.
- 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Members Trust's 13F filing for Q2 2026, filed 31 Jul 2026.