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Somerset Trust’s JPMorgan Chase JPM Stock Holding History

Somerset 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 		$10.8M Buy
32,949
+43
+0.1% +$13.4K 3.05% 4
2026
Q1 		$9.68M Sell
32,906
-625
-2% -$190K 2.97% 4
2025
Q4 		$10.8M Sell
33,531
-662
-2% -$205K 3.31% 3
2025
Q3 		$10.8M Sell
34,193
-424
-1% -$126K 3.33% 3
2025
Q2 		$10M Sell
34,617
-761
-2% -$194K 3.27% 3
2025
Q1 		$8.68M Sell
35,378
-74
-0.2% -$18.9K 3.09% 3
2024
Q4 		$8.5M Sell
35,452
-1,147
-3% -$267K 3.2% 3
2024
Q3 		$7.72M Sell
36,599
-804
-2% -$169K 2.89% 4
2024
Q2 		$7.57M Sell
37,403
-65
-0.2% -$12.7K 3.1% 3
2024
Q1 		$7.5M Sell
37,468
-220
-0.6% -$39.7K 3.06% 3
2023
Q4 		$6.41M Sell
37,688
-1,183
-3% -$179K 2.81% 4
2023
Q3 		$5.64M Sell
38,871
-256
-0.7% -$38.4K 2.57% 5
2023
Q2 		$5.69M Sell
39,127
-1,145
-3% -$157K 2.45% 6
2023
Q1 		$5.25M Sell
40,272
-1,520
-4% -$208K 2.28% 8
2022
Q4 		$5.6M Sell
41,792
-4
-0% -$507 2.35% 6
2022
Q3 		$4.37M Buy
41,796
+105
+0.3% +$12.1K 2.03% 10
2022
Q2 		$4.7M Buy
41,691
+391
+0.9% +$48.4K 2.06% 10
2022
Q1 		$5.63M Sell
41,300
-643
-2% -$94.9K 2.18% 8
2021
Q4 		$6.64M Buy
41,943
+1,611
+4% +$265K 2.42% 8
2021
Q3 		$6.6M Sell
40,332
-603
-1% -$94.5K 2.7% 7
2021
Q2 		$6.37M Buy
40,935
+224
+0.6% +$35.2K 2.6% 7
2021
Q1 		$6.2M Buy
40,711
+153
+0.4% +$22K 2.67% 7
2020
Q4 		$5.15M Buy
40,558
+53
+0.1% +$5.92K 2.34% 8
2020
Q3 		$3.9M Buy
40,505
+203
+0.5% +$19.9K 1.96% 13
2020
Q2 		$3.79M Buy
40,302
+1,942
+5% +$184K 2.02% 10
2020
Q1 		$3.45M Sell
38,360
-375
-1% -$45.6K 2.27% 9
2019
Q4 		$5.4M Buy
38,735
+18
+0% +$2.31K 2.67% 4
2019
Q3 		$4.56M Sell
38,717
-3,059
-7% -$346K 2.41% 6
2019
Q2 		$4.67M Buy
41,776
+290
+0.7% +$32K 2.41% 6
2019
Q1 		$4.2M Buy
41,486
+586
+1% +$60.4K 2.21% 9
2018
Q4 		$3.99M Sell
40,900
-310
-0.8% -$33K 2.32% 8
2018
Q3 		$4.65M Buy
41,210
+56
+0.1% +$6.36K 2.3% 7
2018
Q2 		$4.29M Sell
41,154
-2,057
-5% -$226K 2.3% 6
2018
Q1 		$4.75M Buy
43,211
+36
+0.1% +$4.08K 2.45% 5
2017
Q4 		$4.62M Buy
43,175
+9,673
+29% +$979K 2.31% 5
2017
Q3 		$3.2M Sell
33,502
-2,058
-6% -$190K 1.7% 13
2017
Q2 		$3.25M Buy
35,560
+4,937
+16% +$426K 1.77% 11
2017
Q1 		$2.69M Sell
30,623
-586
-2% -$51.7K 1.51% 15
2016
Q4 		$2.69M Sell
31,209
-1,757
-5% -$134K 1.6% 11
2016
Q3 		$2.19M Sell
32,966
-475
-1% -$31K 1.31% 18
2016
Q2 		$2.08M Buy
33,441
+55
+0.2% +$3.44K 1.28% 19
2016
Q1 		$1.98M Sell
33,386
-13,139
-28% -$767K 1.31% 15
2015
Q4 		$3.07M Buy
46,525
+101
+0.2% +$6.58K 2.02% 4
2015
Q3 		$2.83M Buy
46,424
+386
+0.8% +$25.3K 1.99% 4
2015
Q2 		$3.12M Sell
46,038
-30
-0.1% -$1.96K 2.05% 2
2015
Q1 		$2.79M Sell
46,068
-241
-0.5% -$14.3K 1.84% 6
2014
Q4 		$2.9M Sell
46,309
-275
-0.6% -$16.5K 1.93% 7
2014
Q3 		$2.81M Sell
46,584
-587
-1% -$34.3K 1.96% 7
2014
Q2 		$2.72M Sell
47,171
-809
-2% -$45.5K 1.93% 7
2014
Q1 		$2.91M Sell
47,980
-1,553
-3% -$89.8K 2.22% 4
2013
Q4 		$2.9M Buy
+49,533
New +$2.71M 2.2% 5

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Somerset Trust's JPM Position: Q2 2026 in Review

Somerset Trust increased its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, buying an estimated $13.4K and bringing the position to 32,949 shares worth $10.8M. The position accounts for 3.05% of the portfolio, ranked #4.

Somerset Trust first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $10.8M in Q4 2025. 1,061 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Somerset Trust held 32,949 shares of JPMorgan Chase worth $10.8M as of Q2 2026.
  • Somerset Trust bought 43 JPMorgan Chase shares in Q2 2026, an estimated $13.4K.
  • JPMorgan Chase made up 3.05% of Somerset Trust's portfolio in Q2 2026, its #4 holding.
  • Somerset Trust first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • Somerset Trust's JPMorgan Chase position peaked at $10.8M in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.