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Missouri Trust & Investment Company’s JPMorgan Chase JPM Stock Holding History

Missouri Trust & Investment 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
Q1 		$5.76M Buy
19,598
+517
+3% +$157K 1.69% 9
2025
Q4 		$6.15M Buy
19,081
+684
+4% +$212K 1.8% 8
2025
Q3 		$5.8M Buy
18,397
+65
+0.4% +$19.3K 1.72% 8
2025
Q2 		$5.31M Sell
18,332
-89
-0.5% -$22.7K 1.74% 9
2025
Q1 		$4.52M Sell
18,421
-384
-2% -$97.9K 1.59% 9
2024
Q4 		$4.51M Sell
18,805
-93
-0.5% -$21.7K 1.58% 10
2024
Q3 		$3.98M Sell
18,898
-189
-1% -$39.8K 1.39% 10
2024
Q2 		$3.86M Buy
19,087
+2,665
+16% +$521K 1.45% 11
2024
Q1 		$3.29M Sell
16,422
-594
-3% -$107K 1.27% 12
2023
Q4 		$2.89M Buy
17,016
+459
+3% +$69.6K 1.17% 13
2023
Q3 		$2.4M Buy
16,557
+522
+3% +$78.3K 1.08% 12
2023
Q2 		$2.33M Buy
16,035
+1,037
+7% +$143K 1.31% 12
2023
Q1 		$1.95M Sell
14,998
-333
-2% -$45.6K 1.26% 12
2022
Q4 		$2.06M Buy
15,331
+53
+0.3% +$6.71K 1.23% 14
2022
Q3 		$1.6M Sell
15,278
-84
-0.5% -$9.64K 1.05% 16
2022
Q2 		$1.73M Buy
15,362
+1,034
+7% +$128K 1.13% 15
2022
Q1 		$1.95M Buy
14,328
+1,637
+13% +$242K 1.15% 14
2021
Q4 		$2.01M Buy
+12,691
New +$2.08M 1.16% 15

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Missouri Trust & Investment Company's JPM Position: Q1 2026 in Review

Missouri Trust & Investment Company increased its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, buying an estimated $157K and bringing the position to 19,598 shares worth $5.76M. The position accounts for 1.69% of the portfolio, ranked #9.

Missouri Trust & Investment Company first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.15M in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Missouri Trust & Investment Company held 19,598 shares of JPMorgan Chase worth $5.76M as of Q1 2026.
  • Missouri Trust & Investment Company bought 517 JPMorgan Chase shares in Q1 2026, an estimated $157K.
  • JPMorgan Chase made up 1.69% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #9 holding.
  • Missouri Trust & Investment Company first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Missouri Trust & Investment Company's JPMorgan Chase position peaked at $6.15M in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.