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Spinnaker Trust’s JPMorgan Chase JPM Stock Holding History

Spinnaker 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 		$18.8M Sell
63,883
-759
-1% -$230K 1.04% 21
2025
Q4 		$20.8M Buy
64,642
+2,369
+4% +$733K 1.11% 21
2025
Q3 		$19.6M Sell
62,273
-1,508
-2% -$448K 1.09% 21
2025
Q2 		$18.5M Buy
63,781
+1,343
+2% +$343K 1.11% 19
2025
Q1 		$15.3M Sell
62,438
-6,165
-9% -$1.57M 1% 21
2024
Q4 		$16.4M Sell
68,603
-408
-0.6% -$95K 1.04% 21
2024
Q3 		$14.6M Sell
69,011
-2,045
-3% -$431K 0.9% 23
2024
Q2 		$14.4M Sell
71,056
-3,428
-5% -$670K 0.92% 23
2024
Q1 		$14.9M Buy
74,484
+408
+0.6% +$73.6K 0.96% 23
2023
Q4 		$12.6M Buy
74,076
+1,627
+2% +$247K 0.86% 28
2023
Q3 		$10.5M Sell
72,449
-1,459
-2% -$219K 0.79% 29
2023
Q2 		$10.7M Buy
73,908
+395
+0.5% +$54.3K 0.78% 28
2023
Q1 		$9.58M Buy
73,513
+894
+1% +$122K 0.73% 30
2022
Q4 		$9.74M Buy
72,619
+1,027
+1% +$130K 0.76% 30
2022
Q3 		$7.48M Buy
71,592
+2,295
+3% +$263K 0.62% 36
2022
Q2 		$7.8M Buy
69,297
+2,526
+4% +$313K 0.6% 41
2022
Q1 		$9.1M Buy
66,771
+1,062
+2% +$157K 0.61% 34
2021
Q4 		$10.4M Buy
65,709
+428
+0.7% +$70.3K 0.67% 33
2021
Q3 		$10.7M Buy
65,281
+1,367
+2% +$214K 0.74% 30
2021
Q2 		$9.94M Sell
63,914
-1,375
-2% -$216K 0.69% 31
2021
Q1 		$9.94M Buy
65,289
+865
+1% +$124K 0.75% 31
2020
Q4 		$8.19M Buy
64,424
+153
+0.2% +$17.1K 0.65% 34
2020
Q3 		$6.19M Buy
64,271
+4,146
+7% +$407K 0.55% 43
2020
Q2 		$5.66M Buy
60,125
+27,284
+83% +$2.59M 0.54% 39
2020
Q1 		$2.96M Buy
32,841
+8,015
+32% +$974K 0.33% 72
2019
Q4 		$3.46M Sell
24,826
-4,702
-16% -$603K 0.32% 71
2019
Q3 		$3.47M Buy
29,528
+1,606
+6% +$182K 0.34% 62
2019
Q2 		$3.12M Sell
27,922
-1,624
-5% -$179K 0.31% 66
2019
Q1 		$2.99M Buy
29,546
+2,254
+8% +$232K 0.3% 70
2018
Q4 		$2.66M Sell
27,292
-3,880
-12% -$413K 0.3% 67
2018
Q3 		$3.52M Sell
31,172
-20
-0.1% -$2.27K 0.35% 52
2018
Q2 		$3.25M Buy
31,192
+1,169
+4% +$128K 0.35% 51
2018
Q1 		$3.3M Buy
30,023
+7,345
+32% +$832K 0.36% 46
2017
Q4 		$2.42M Buy
22,678
+5,332
+31% +$540K 0.28% 68
2017
Q3 		$1.66M Hold
17,346
– – 0.21% 82
2017
Q2 		$1.58M Buy
17,346
+689
+4% +$59.5K 0.2% 82
2017
Q1 		$1.46M Buy
16,657
+182
+1% +$16.1K 0.19% 85
2016
Q4 		$1.42M Sell
16,475
-194
-1% -$14.8K 0.19% 84
2016
Q3 		$1.11M Buy
16,669
+500
+3% +$32.6K 0.15% 96
2016
Q2 		$1M Buy
16,169
+30
+0.2% +$1.87K 0.14% 101
2016
Q1 		$956K Sell
16,139
-2,261
-12% -$132K 0.13% 103
2015
Q4 		$1.22M Buy
18,400
+1,031
+6% +$67.1K 0.17% 89
2015
Q3 		$1.06M Buy
17,369
+159
+0.9% +$10.4K 0.16% 97
2015
Q2 		$1.17M Buy
17,210
+1,295
+8% +$84.5K 0.17% 91
2015
Q1 		$964K Buy
15,915
+274
+2% +$16.2K 0.14% 103
2014
Q4 		$979K Buy
15,641
+1,219
+8% +$73.4K 0.15% 98
2014
Q3 		$869K Buy
14,422
+3,125
+28% +$183K 0.14% 101
2014
Q2 		$651K Sell
11,297
-1,565
-12% -$88K 0.11% 111
2014
Q1 		$781K Buy
12,862
+347
+3% +$20.1K 0.13% 99
2013
Q4 		$732K Sell
12,515
-125
-1% -$6.85K 0.12% 102
2013
Q3 		$653K Hold
12,640
– – 0.12% 101
2013
Q2 		$667K Buy
+12,640
New +$643K 0.13% 99

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Spinnaker Trust's JPM Position: Q1 2026 in Review

Spinnaker Trust reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $230K and leaving 63,883 shares worth $18.8M. The position accounts for 1.04% of the portfolio, ranked #21.

Spinnaker Trust first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.8M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Spinnaker Trust held 63,883 shares of JPMorgan Chase worth $18.8M as of Q1 2026.
  • Spinnaker Trust sold 759 JPMorgan Chase shares in Q1 2026, an estimated $230K.
  • JPMorgan Chase made up 1.04% of Spinnaker Trust's portfolio in Q1 2026, its #21 holding.
  • Spinnaker Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Spinnaker Trust's JPMorgan Chase position peaked at $20.8M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.