NDBT
JPM icon

North Dallas Bank & Trust’s JPMorgan Chase JPM Stock Holding History

North Dallas Bank & 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 		$3.9M Buy
11,919
+346
+3% +$107K 2.31% 9
2026
Q1 		$3.4M Buy
11,573
+225
+2% +$68.3K 2.3% 12
2025
Q4 		$3.66M Buy
+11,348
New +$3.51M 2.38% 9
2025
Q2 		$3.29M Buy
+11,352
New +$2.9M 2.49% 8

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

North Dallas Bank & Trust's JPM Position: Q2 2026 in Review

North Dallas Bank & Trust increased its JPMorgan Chase (JPM) stake by 3% in Q2 2026, buying an estimated $107K and bringing the position to 11,919 shares worth $3.9M. The position accounts for 2.31% of the portfolio, ranked #9.

North Dallas Bank & Trust first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • North Dallas Bank & Trust held 11,919 shares of JPMorgan Chase worth $3.9M as of Q2 2026.
  • North Dallas Bank & Trust bought 346 JPMorgan Chase shares in Q2 2026, an estimated $107K.
  • JPMorgan Chase made up 2.31% of North Dallas Bank & Trust's portfolio in Q2 2026, its #9 holding.
  • North Dallas Bank & Trust first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on North Dallas Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.