Philadelphia Trust Company’s JPMorgan Chase JPM Stock Holding History

Philadelphia 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 Q1	$9.77M	Sell	33,199 -25	-0.1%	-$7.59K	0.69%	38
2025 Q4	$10.7M	Sell	33,224 -685	-2%	-$212K	0.74%	31
2025 Q3	$10.7M	Sell	33,909 -479	-1%	-$142K	0.75%	30
2025 Q2	$9.97M	Sell	34,388 -50	-0.1%	-$12.8K	0.76%	31
2025 Q1	$8.45M	Sell	34,438 -1,527	-4%	-$389K	0.72%	39
2024 Q4	$8.62M	Sell	35,965 -1,852	-5%	-$431K	0.63%	39
2024 Q3	$7.97M	Sell	37,817 -446	-1%	-$93.9K	0.58%	44
2024 Q2	$7.74M	Buy	38,263 +199	+0.5%	+$38.9K	0.6%	43
2024 Q1	$7.62M	Buy	38,064 +1,710	+5%	+$309K	0.61%	46
2023 Q4	$6.18M	Sell	36,354 -1,798	-5%	-$272K	0.58%	50
2023 Q3	$5.53M	Buy	38,152 +90	+0.2%	+$13.5K	0.57%	53
2023 Q2	$5.54M	Sell	38,062 -3,330	-8%	-$458K	0.52%	57
2023 Q1	$5.39M	Sell	41,392 -24,715	-37%	-$3.39M	0.55%	55
2022 Q4	$8.87M	Buy	66,107 +23,530	+55%	+$2.98M	0.95%	25
2022 Q3	$4.45M	Sell	42,577 -3,265	-7%	-$375K	0.5%	58
2022 Q2	$5.16M	Sell	45,842 -12,369	-21%	-$1.53M	0.53%	50
2022 Q1	$7.93M	Sell	58,211 -12,806	-18%	-$1.89M	0.63%	43
2021 Q4	$11.2M	Buy	71,017 +13,513	+23%	+$2.22M	0.81%	36
2021 Q3	$9.41M	Sell	57,504 -1,563	-3%	-$245K	0.69%	44
2021 Q2	$9.19M	Buy	59,067 +400	+0.7%	+$62.8K	0.63%	43
2021 Q1	$8.93M	Buy	58,667 +400	+0.7%	+$57.5K	0.69%	40
2020 Q4	$7.4M	Buy	58,267 +274	+0.5%	+$30.6K	0.6%	44
2020 Q3	$5.58M	Buy	57,993 +1,602	+3%	+$157K	0.54%	44
2020 Q2	$5.3M	Buy	56,391 +28,343	+101%	+$2.69M	0.56%	46
2020 Q1	$2.52M	Sell	28,048 -2,675	-9%	-$325K	0.32%	57
2019 Q4	$4.28M	Buy	30,723 +1,173	+4%	+$150K	0.37%	69
2019 Q3	$3.48M	Buy	29,550 +849	+3%	+$96K	0.32%	71
2019 Q2	$3.21M	Sell	28,701 -15	-0.1%	-$1.65K	0.28%	77
2019 Q1	$2.91M	Sell	28,716 -31,038	-52%	-$3.2M	0.26%	77
2018 Q4	$5.83M	Buy	59,754 +38,157	+177%	+$4.07M	0.62%	53
2018 Q3	$2.44M	Buy	21,597 +258	+1%	+$29.3K	0.2%	82
2018 Q2	$2.22M	Buy	21,339 +549	+3%	+$60.2K	0.2%	84
2018 Q1	$2.29M	Sell	20,790 -1,060	-5%	-$120K	0.19%	83
2017 Q4	$2.34M	Sell	21,850 -11,734	-35%	-$1.19M	0.18%	84
2017 Q3	$3.21M	Sell	33,584 -12,361	-27%	-$1.14M	0.26%	79
2017 Q2	$4.2M	Sell	45,945 -2,693	-6%	-$232K	0.36%	64
2017 Q1	$4.27M	Buy	48,638 +1,946	+4%	+$172K	0.35%	68
2016 Q4	$4.03M	Buy	46,692 +555	+1%	+$42.3K	0.32%	71
2016 Q3	$3.07M	Sell	46,137 -144	-0.3%	-$9.39K	0.27%	73
2016 Q2	$2.88M	Sell	46,281 -210,500	-82%	-$13.1M	0.25%	74
2016 Q1	$15.2M	Sell	256,781 -2,561	-1%	-$150K	1.3%	35
2015 Q4	$17.2M	Sell	259,342 -7,565	-3%	-$493K	1.44%	30
2015 Q3	$16.3M	Buy	266,907 +241,523	+951%	+$15.8M	1.47%	31
2015 Q2	$375K	Sell	25,384 -351,661	-93%	-$23M	1.38%	22
2015 Q1	$22.8M	Sell	377,045 -10,201	-3%	-$604K	1.74%	19
2014 Q4	$24.2M	Sell	387,246 -221,381	-36%	-$13.3M	1.95%	18
2014 Q3	$36.7M	Sell	608,627 -51,671	-8%	-$3.02M	2.28%	11
2014 Q2	$38M	Sell	660,298 -21,473	-3%	-$1.21M	2.36%	15
2014 Q1	$41.4M	Buy	681,771 +94,684	+16%	+$5.47M	2.61%	7
2013 Q4	$34.3M	Buy	587,087 +97,837	+20%	+$5.36M	2.19%	15
2013 Q3	$25.3M	Sell	489,250 -4,305	-0.9%	-$231K	1.75%	26
2013 Q2	$26.1M	Buy	+493,555	New	+$25.1M	1.95%	25

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Philadelphia Trust Company's JPM Position: Q1 2026 in Review

Philadelphia Trust Company reduced its JPMorgan Chase (JPM) stake by 0.08% in Q1 2026, selling an estimated $7.59K and leaving 33,199 shares worth $9.77M. The position accounts for 0.69% of the portfolio, ranked #38.

Philadelphia Trust Company first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.4M in Q1 2014. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Philadelphia Trust Company held 33,199 shares of JPMorgan Chase worth $9.77M as of Q1 2026.
Philadelphia Trust Company sold 25 JPMorgan Chase shares in Q1 2026, an estimated $7.59K.
JPMorgan Chase made up 0.69% of Philadelphia Trust Company's portfolio in Q1 2026, its #38 holding.
Philadelphia Trust Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Philadelphia Trust Company's JPMorgan Chase position peaked at $41.4M in Q1 2014.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.