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National Philanthropic Trust’s JPMorgan Chase JPM Stock Holding History

National Philanthropic 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 		$9.94M Buy
30,367
+9,033
+42% +$2.81M 0.14% 64
2026
Q1 		$6.28M Sell
21,334
-1,698
-7% -$515K 0.07% 82
2025
Q4 		$7.42M Buy
23,032
+7,227
+46% +$2.24M 0.07% 78
2025
Q3 		$4.99M Buy
15,805
+935
+6% +$278K 0.06% 95
2025
Q2 		$4.31M Buy
14,870
+2,021
+16% +$516K 0.06% 95
2025
Q1 		$3.15M Sell
12,849
-4,317
-25% -$1.1M 0.05% 106
2024
Q4 		$4.11M Buy
17,166
+4,242
+33% +$988K 0.06% 94
2024
Q3 		$2.73M Buy
12,924
+11
+0.1% +$2.32K 0.05% 106
2024
Q2 		$2.61M Sell
12,913
-1,853
-13% -$362K 0.05% 104
2024
Q1 		$2.96M Buy
14,766
+8,229
+126% +$1.48M 0.06% 96
2023
Q4 		$1.11M Buy
+6,537
New +$991K 0.03% 151

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

National Philanthropic Trust's JPM Position: Q2 2026 in Review

National Philanthropic Trust increased its JPMorgan Chase (JPM) stake by 42% in Q2 2026, buying an estimated $2.81M and bringing the position to 30,367 shares worth $9.94M. The position accounts for 0.14% of the portfolio, ranked #64.

National Philanthropic Trust first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • National Philanthropic Trust held 30,367 shares of JPMorgan Chase worth $9.94M as of Q2 2026.
  • National Philanthropic Trust bought 9,033 JPMorgan Chase shares in Q2 2026, an estimated $2.81M.
  • JPMorgan Chase made up 0.14% of National Philanthropic Trust's portfolio in Q2 2026, its #64 holding.
  • National Philanthropic Trust first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.