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Retail Employees Superannuation Trust’s JPMorgan Chase JPM Stock Holding History

Retail Employees Superannuation 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
Q1 		– Sell
-33,485
Closed -$10.8M – 29
2025
Q4 		$10.8M Buy
+33,485
New +$10.4M 2.89% 14

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Morgan Stanley
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Bank of America
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Retail Employees Superannuation Trust's JPM Position: Q1 2026 in Review

Retail Employees Superannuation Trust sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 33,485 shares — an estimated $10.8M sold.

Retail Employees Superannuation Trust first reported a position in JPM in Q4 2025 and held it in 1 quarter. The position peaked at $10.8M in Q4 2025. 5,100 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Retail Employees Superannuation Trust reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Retail Employees Superannuation Trust sold 33,485 JPMorgan Chase shares in Q1 2026, an estimated $10.8M.
  • Retail Employees Superannuation Trust first reported a position in JPMorgan Chase in Q4 2025 and held it in 1 quarter.
  • Retail Employees Superannuation Trust's JPMorgan Chase position peaked at $10.8M in Q4 2025.
  • 5,100 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Retail Employees Superannuation Trust's 13F filing for Q1 2026, filed 1 May 2026.