PCTC
JPM icon

Perkins Coie Trust Company’s JPMorgan Chase JPM Stock Holding History

Perkins Coie 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 		$7.14M Sell
21,810
-1,212
-5% -$376K 1.18% 21
2026
Q1 		$6.77M Buy
23,022
+718
+3% +$218K 1.3% 20
2025
Q4 		$7.19M Buy
22,304
+197
+0.9% +$61K 1.34% 18
2025
Q3 		$6.97M Sell
22,107
-790
-3% -$235K 1.31% 21
2025
Q2 		$6.64M Sell
22,897
-114
-0.5% -$29.1K 1.13% 21
2025
Q1 		$5.64M Buy
23,011
+486
+2% +$124K 1.28% 21
2024
Q4 		$5.4M Sell
22,525
-127
-0.6% -$29.6K 1.19% 24
2024
Q3 		$4.78M Buy
22,652
+222
+1% +$46.8K 1.06% 27
2024
Q2 		$4.54M Buy
22,430
+1,687
+8% +$330K 1.05% 29
2024
Q1 		$4.15M Buy
20,743
+2,974
+17% +$537K 0.97% 35
2023
Q4 		$3.02M Buy
17,769
+1,942
+12% +$294K 0.76% 46
2023
Q3 		$2.3M Buy
15,827
+5,717
+57% +$857K 0.65% 51
2023
Q2 		$1.47M Buy
10,110
+7,490
+286% +$1.03M 0.42% 56
2023
Q1 		$341K Buy
2,620
+780
+42% +$107K 0.1% 77
2022
Q4 		$247K Sell
1,840
-128
-7% -$16.2K 0.08% 77
2022
Q3 		$206K Sell
1,968
-91
-4% -$10.4K 0.08% 79
2022
Q2 		$232K Sell
2,059
-20
-1% -$2.48K 0.08% 79
2022
Q1 		$283K Buy
2,079
+115
+6% +$17K 0.09% 79
2021
Q4 		$311K Sell
1,964
-26
-1% -$4.27K 0.09% 78
2021
Q3 		$326K Sell
1,990
-78
-4% -$12.2K 0.1% 85
2021
Q2 		$322K Buy
2,068
+286
+16% +$44.9K 0.1% 88
2021
Q1 		$271K Buy
1,782
+60
+3% +$8.63K 0.09% 92
2020
Q4 		$219K Sell
1,722
-246
-13% -$27.5K 0.07% 96
2020
Q3 		$189K Sell
1,968
-1,934
-50% -$190K 0.08% 95
2020
Q2 		$367K Sell
3,902
-1,596
-29% -$151K 0.15% 81
2020
Q1 		$495K Buy
5,498
+901
+20% +$109K 0.25% 75
2019
Q4 		$641K Hold
4,597
– – 0.26% 71
2019
Q3 		$541K Buy
4,597
+1,667
+57% +$189K 0.24% 74
2019
Q2 		$328K Buy
2,930
+57
+2% +$6.29K 0.15% 81
2019
Q1 		$291K Hold
2,873
– – 0.14% 83
2018
Q4 		$280K Hold
2,873
– – 0.15% 83
2018
Q3 		$324K Sell
2,873
-40
-1% -$4.54K 0.15% 85
2018
Q2 		$304K Sell
2,913
-315
-10% -$34.6K 0.15% 86
2018
Q1 		$355K Buy
3,228
+526
+19% +$59.6K 0.18% 83
2017
Q4 		$289K Sell
2,702
-280
-9% -$28.4K 0.14% 90
2017
Q3 		$285K Sell
2,982
-50
-2% -$4.61K 0.15% 88
2017
Q2 		$277K Buy
3,032
+360
+13% +$31.1K 0.15% 88
2017
Q1 		$235K Hold
2,672
– – 0.14% 81
2016
Q4 		$231K Buy
2,672
+509
+24% +$38.8K 0.14% 81
2016
Q3 		$144K Hold
2,163
– – 0.09% 88
2016
Q2 		$134K Buy
2,163
+200
+10% +$12.5K 0.09% 88
2016
Q1 		$116K Buy
1,963
+63
+3% +$3.68K 0.08% 89
2015
Q4 		$125K Hold
1,900
– – 0.09% 80
2015
Q3 		$116K Sell
1,900
-365
-16% -$23.9K 0.09% 83
2015
Q2 		$153K Sell
2,265
-100
-4% -$6.53K 0.12% 78
2015
Q1 		$143K Buy
2,365
+500
+27% +$29.6K 0.11% 77
2014
Q4 		$117K Hold
1,865
– – 0.09% 74
2014
Q3 		$112K Buy
1,865
+1,630
+694% +$95.3K 0.09% 74
2014
Q2 		$14K Hold
235
– – 0.01% 174
2014
Q1 		$14K Hold
235
– – 0.01% 170
2013
Q4 		$14K Buy
+235
New +$12.9K 0.01% 158

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Perkins Coie Trust Company's JPM Position: Q2 2026 in Review

Perkins Coie Trust Company reduced its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, selling an estimated $376K and leaving 21,810 shares worth $7.14M. The position accounts for 1.18% of the portfolio, ranked #21.

Perkins Coie Trust Company first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.19M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Perkins Coie Trust Company held 21,810 shares of JPMorgan Chase worth $7.14M as of Q2 2026.
  • Perkins Coie Trust Company sold 1,212 JPMorgan Chase shares in Q2 2026, an estimated $376K.
  • JPMorgan Chase made up 1.18% of Perkins Coie Trust Company's portfolio in Q2 2026, its #21 holding.
  • Perkins Coie Trust Company first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • Perkins Coie Trust Company's JPMorgan Chase position peaked at $7.19M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.