United Southern Bank - Trust Department’s JPMorgan Chase JPM Stock Holding History

United Southern Bank - Trust Department’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 Q3	$4.18M	Buy	+12,644	New	+$4.42M	3.02%	4

Other funds holding JPM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

United Southern Bank - Trust Department's JPM Position: Q3 2026 in Review

United Southern Bank - Trust Department opened a new position in JPMorgan Chase (JPM) in Q3 2026: 12,644 shares worth $4.18M. The stake represents 3.02% of the portfolio and ranks #4 among its holdings.

4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

United Southern Bank - Trust Department held 12,644 shares of JPMorgan Chase worth $4.18M as of Q3 2026.
JPMorgan Chase was a new United Southern Bank - Trust Department position in Q3 2026.
JPMorgan Chase made up 3.02% of United Southern Bank - Trust Department's portfolio in Q3 2026, its #4 holding.
4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on United Southern Bank - Trust Department's 13F filing for Q3 2026, filed 13 Nov 2026.