NCTC
JPM icon

New Covenant Trust Company’s JPMorgan Chase JPM Stock Holding History

New Covenant Trust 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
Q2 		$1.84M Buy
5,620
+85
+2% +$26.4K 1.39% 16
2026
Q1 		$1.63M Buy
5,535
+351
+7% +$107K 1.45% 14
2025
Q4 		$1.69M Buy
5,184
+54
+1% +$16.7K 1.52% 14
2025
Q3 		$1.62M Sell
5,130
-819
-14% -$244K 1.51% 14
2025
Q2 		$1.71M Sell
5,949
-56
-0.9% -$14.3K 1.53% 15
2025
Q1 		$1.46M Sell
6,005
-246
-4% -$62.7K 1.54% 15
2024
Q4 		$1.5M Sell
6,251
-72
-1% -$16.8K 1.49% 16
2024
Q3 		$1.33M Buy
6,323
+529
+9% +$111K 1.29% 18
2024
Q2 		$1.22M Sell
5,794
-225
-4% -$44K 1.4% 16
2024
Q1 		$1.21M Buy
+6,019
New +$1.09M 1.21% 16

Other funds holding JPM

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New Covenant Trust Company's JPM Position: Q2 2026 in Review

New Covenant Trust Company increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $26.4K and bringing the position to 5,620 shares worth $1.84M. The position accounts for 1.39% of the portfolio, ranked #16.

New Covenant Trust Company first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 2,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • New Covenant Trust Company held 5,620 shares of JPMorgan Chase worth $1.84M as of Q2 2026.
  • New Covenant Trust Company bought 85 JPMorgan Chase shares in Q2 2026, an estimated $26.4K.
  • JPMorgan Chase made up 1.39% of New Covenant Trust Company's portfolio in Q2 2026, its #16 holding.
  • New Covenant Trust Company first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 2,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.