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Southern Michigan Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Southern Michigan 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 		$828K Buy
2,529
+403
+19% +$125K 0.29% 38
2026
Q1 		$625K Buy
+2,126
New +$645K 0.24% 44

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Southern Michigan Bank & Trust's JPM Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its JPMorgan Chase (JPM) stake by 19% in Q2 2026, buying an estimated $125K and bringing the position to 2,529 shares worth $828K. The position accounts for 0.29% of the portfolio, ranked #38.

Southern Michigan Bank & Trust first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Southern Michigan Bank & Trust held 2,529 shares of JPMorgan Chase worth $828K as of Q2 2026.
  • Southern Michigan Bank & Trust bought 403 JPMorgan Chase shares in Q2 2026, an estimated $125K.
  • JPMorgan Chase made up 0.29% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #38 holding.
  • Southern Michigan Bank & Trust first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.