St Louis Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.15M | Buy |
20,899
+1,182
| +6% | +$359K | 0.72% | 25 |
|
|
2025
Q4 | $6.35M | Hold |
19,717
| – | – | 0.73% | 25 |
|
|
2025
Q3 | $6.22M | Sell |
19,717
-334
| -2% | -$99.3K | 0.78% | 24 |
|
|
2025
Q2 | $5.81M | Hold |
20,051
| – | – | 0.77% | 24 |
|
|
2025
Q1 | $4.92M | Buy |
20,051
+1,011
| +5% | +$258K | 0.71% | 26 |
|
|
2024
Q4 | $4.56M | Hold |
19,040
| – | – | 0.65% | 27 |
|
|
2024
Q3 | $4.01M | Sell |
19,040
-1,141
| -6% | -$240K | 0.56% | 30 |
|
|
2024
Q2 | $4.08M | Hold |
20,181
| – | – | 0.62% | 26 |
|
|
2024
Q1 | $4.04M | Buy |
20,181
+891
| +5% | +$161K | 0.63% | 25 |
|
|
2023
Q4 | $3.28M | Buy |
19,290
+250
| +1% | +$37.9K | 0.56% | 30 |
|
|
2023
Q3 | $2.76M | Hold |
19,040
| – | – | 0.52% | 32 |
|
|
2023
Q2 | $2.77M | Hold |
19,040
| – | – | 0.51% | 33 |
|
|
2023
Q1 | $2.48M | Hold |
19,040
| – | – | 0.5% | 36 |
|
|
2022
Q4 | $2.55M | Hold |
19,040
| – | – | 0.54% | 36 |
|
|
2022
Q3 | $2.42M | Hold |
19,040
| – | – | 0.69% | 26 |
|
|
2022
Q2 | $2.14M | Buy |
19,040
+1,330
| +8% | +$165K | 0.46% | 38 |
|
|
2022
Q1 | $2.42M | Sell |
17,710
-7,297
| -29% | -$1.08M | 0.52% | 37 |
|
|
2021
Q4 | $3.96M | Buy |
25,007
+7,297
| +41% | +$1.2M | 0.84% | 26 |
|
|
2021
Q3 | $2.9M | Sell |
17,710
-340
| -2% | -$53.3K | 0.76% | 27 |
|
|
2021
Q2 | $2.81M | Hold |
18,050
| – | – | 0.7% | 27 |
|
|
2021
Q1 | $2.75M | Hold |
18,050
| – | – | 0.68% | 25 |
|
|
2020
Q4 | $2.29M | Hold |
18,050
| – | – | 0.66% | 26 |
|
|
2020
Q3 | $1.74M | Buy |
18,050
+470
| +3% | +$46.2K | 0.56% | 28 |
|
|
2020
Q2 | $1.65M | Hold |
17,580
| – | – | 0.5% | 27 |
|
|
2020
Q1 | $1.58M | Hold |
17,580
| – | – | 0.6% | 23 |
|
|
2019
Q4 | $2.45M | Hold |
17,580
| – | – | 0.7% | 21 |
|
|
2019
Q3 | $2.07M | Hold |
17,580
| – | – | 0.64% | 20 |
|
|
2019
Q2 | $1.97M | Hold |
17,580
| – | – | 0.62% | 21 |
|
|
2019
Q1 | $1.78M | Hold |
17,580
| – | – | 0.57% | 24 |
|
|
2018
Q4 | $1.72M | Hold |
17,580
| – | – | 0.62% | 21 |
|
|
2018
Q3 | $1.98M | Sell |
17,580
-7,751
| -31% | -$880K | 0.68% | 25 |
|
|
2018
Q2 | $2.64M | Sell |
25,331
-249
| -1% | -$27.3K | 0.88% | 18 |
|
|
2018
Q1 | $2.81M | Buy |
25,580
+13,000
| +103% | +$1.47M | 0.97% | 16 |
|
|
2017
Q4 | $1.34M | Hold |
12,580
| – | – | 0.53% | 25 |
|
|
2017
Q3 | $1.2M | Hold |
12,580
| – | – | 0.53% | 29 |
|
|
2017
Q2 | $1.15M | Hold |
12,580
| – | – | 0.53% | 30 |
|
|
2017
Q1 | $1.1M | Hold |
12,580
| – | – | 0.47% | 28 |
|
|
2016
Q4 | $1.09M | Sell |
12,580
-70
| -0.6% | -$5.34K | 0.51% | 26 |
|
|
2016
Q3 | $842K | Hold |
12,650
| – | – | 0.4% | 28 |
|
|
2016
Q2 | $786K | Sell |
12,650
-2,480
| -16% | -$155K | 0.42% | 25 |
|
|
2016
Q1 | $896K | Buy |
15,130
+2,550
| +20% | +$149K | 0.49% | 26 |
|
|
2015
Q4 | $831K | Buy |
+12,580
| New | +$819K | 0.52% | 28 |
|
Other funds holding JPM
VCM
VPM
St Louis Trust's JPM Position: Q1 2026 in Review
St Louis Trust increased its JPMorgan Chase (JPM) stake by 6% in Q1 2026, buying an estimated $359K and bringing the position to 20,899 shares worth $6.15M. The position accounts for 0.72% of the portfolio, ranked #25.
St Louis Trust first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.35M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- St Louis Trust held 20,899 shares of JPMorgan Chase worth $6.15M as of Q1 2026.
- St Louis Trust bought 1,182 JPMorgan Chase shares in Q1 2026, an estimated $359K.
- JPMorgan Chase made up 0.72% of St Louis Trust's portfolio in Q1 2026, its #25 holding.
- St Louis Trust first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
- St Louis Trust's JPMorgan Chase position peaked at $6.35M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on St Louis Trust's 13F filing for Q1 2026, filed 14 May 2026.