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Morton Community Bank’s JPMorgan Chase JPM Stock Holding History

Morton Community Bank’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 		$7.72M Sell
23,580
-55
-0.2% -$17.1K 1.57% 7
2026
Q1 		$6.95M Buy
23,635
+285
+1% +$86.5K 1.51% 6
2025
Q4 		$7.14M Sell
23,350
-353
-1% -$109K 1.54% 7
2025
Q3 		$7.37M Sell
23,703
-264
-1% -$78.5K 1.71% 6
2025
Q2 		$6.95M Buy
23,967
+70
+0.3% +$17.9K 1.73% 6
2025
Q1 		$5.86M Sell
23,897
-1,003
-4% -$256K 1.53% 5
2024
Q4 		$5.97M Sell
24,900
-485
-2% -$113K 1.58% 7
2024
Q3 		$5.35M Sell
25,385
-578
-2% -$122K 1.4% 9
2024
Q2 		$5.25M Buy
25,963
+511
+2% +$99.9K 1.48% 9
2024
Q1 		$5.1M Buy
25,452
+630
+3% +$114K 1.47% 9
2023
Q4 		$4.22M Buy
+24,822
New +$3.76M 1.38% 11

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morton Community Bank's JPM Position: Q2 2026 in Review

Morton Community Bank reduced its JPMorgan Chase (JPM) stake by 0.23% in Q2 2026, selling an estimated $17.1K and leaving 23,580 shares worth $7.72M. The position accounts for 1.57% of the portfolio, ranked #7.

Morton Community Bank first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Morton Community Bank held 23,580 shares of JPMorgan Chase worth $7.72M as of Q2 2026.
  • Morton Community Bank sold 55 JPMorgan Chase shares in Q2 2026, an estimated $17.1K.
  • JPMorgan Chase made up 1.57% of Morton Community Bank's portfolio in Q2 2026, its #7 holding.
  • Morton Community Bank first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.