Members Trust
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Members Trust’s JPMorgan Chase JPM Stock Holding History

Members Trust’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 		$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

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

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. 2,565 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.
  • 2,565 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.