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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morton Community Bank's JPM Position: Q1 2026 in Review

Morton Community Bank increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $86.5K and bringing the position to 23,635 shares worth $6.95M. The position accounts for 1.51% of the portfolio, ranked #6.

Morton Community Bank first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.37M in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Morton Community Bank held 23,635 shares of JPMorgan Chase worth $6.95M as of Q1 2026.
  • Morton Community Bank bought 285 JPMorgan Chase shares in Q1 2026, an estimated $86.5K.
  • JPMorgan Chase made up 1.51% of Morton Community Bank's portfolio in Q1 2026, its #6 holding.
  • Morton Community Bank first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Morton Community Bank's JPMorgan Chase position peaked at $7.37M in Q3 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.