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TCV Trust & Wealth Management’s JPMorgan Chase JPM Stock Holding History

TCV Trust & Wealth Management’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 		$27.2M Sell
83,227
-1,523
-2% -$473K 2.06% 12
2026
Q1 		$24.9M Sell
84,750
-2,074
-2% -$629K 2.09% 10
2025
Q4 		$28M Sell
86,824
-54
-0.1% -$16.7K 2.26% 9
2025
Q3 		$27.4M Sell
86,878
-2,029
-2% -$603K 2.29% 9
2025
Q2 		$25.8M Sell
88,907
-169
-0.2% -$43.1K 2.25% 9
2025
Q1 		$21.9M Sell
89,076
-2,874
-3% -$733K 2.02% 10
2024
Q4 		$22M Sell
91,950
-3,047
-3% -$710K 2.04% 10
2024
Q3 		$20M Sell
94,997
-2,612
-3% -$550K 1.79% 12
2024
Q2 		$19.7M Sell
97,609
-1,596
-2% -$312K 1.88% 12
2024
Q1 		$19.9M Sell
99,205
-2,915
-3% -$526K 1.9% 12
2023
Q4 		$17.4M Sell
102,120
-3,101
-3% -$470K 1.75% 13
2023
Q3 		$15.3M Buy
105,221
+2,709
+3% +$406K 1.68% 16
2023
Q2 		$14.9M Sell
102,512
-1,314
-1% -$181K 1.59% 17
2023
Q1 		$13.5M Buy
103,826
+701
+0.7% +$96K 1.5% 22
2022
Q4 		$13.8M Buy
103,125
+940
+0.9% +$119K 1.57% 22
2022
Q3 		$10.7M Buy
102,185
+3,948
+4% +$453K 1.36% 28
2022
Q2 		$11.1M Buy
98,237
+3,389
+4% +$420K 1.33% 27
2022
Q1 		$12.9M Buy
94,848
+2,985
+3% +$441K 1.38% 26
2021
Q4 		$14.5M Buy
91,863
+621
+0.7% +$102K 1.45% 23
2021
Q3 		$14.9M Buy
91,242
+1,045
+1% +$164K 1.66% 16
2021
Q2 		$13.9M Sell
90,197
-2,227
-2% -$350K 1.52% 18
2021
Q1 		$14.1M Sell
92,424
-1,296
-1% -$186K 1.63% 16
2020
Q4 		$11.9M Sell
93,720
-627
-0.7% -$70.1K 1.44% 24
2020
Q3 		$9.08M Sell
94,347
-273
-0.3% -$26.8K 1.22% 31
2020
Q2 		$8.9M Buy
94,620
+7,034
+8% +$667K 1.26% 31
2020
Q1 		$7.88M Sell
87,586
-4,879
-5% -$593K 1.29% 30
2019
Q4 		$12.9M Buy
92,465
+461
+0.5% +$59.1K 1.57% 23
2019
Q3 		$10.8M Buy
92,004
+925
+1% +$105K 1.4% 30
2019
Q2 		$10.2M Buy
91,079
+305
+0.3% +$33.6K 1.32% 31
2019
Q1 		$9.19M Sell
90,774
-1,946
-2% -$200K 1.21% 31
2018
Q4 		$9.05M Buy
92,720
+3,783
+4% +$403K 1.33% 29
2018
Q3 		$10M Buy
88,937
+2,649
+3% +$301K 1.34% 26
2018
Q2 		$8.99M Buy
86,288
+68,581
+387% +$7.52M 1.26% 30
2018
Q1 		$1.95M Buy
17,707
+251
+1% +$28.4K 0.28% 77
2017
Q4 		$1.87M Sell
17,456
-75
-0.4% -$7.59K 0.26% 81
2017
Q3 		$1.67M Buy
17,531
+1,170
+7% +$108K 0.25% 79
2017
Q2 		$1.5M Buy
16,361
+730
+5% +$63K 0.23% 85
2017
Q1 		$1.37M Buy
15,631
+175
+1% +$15.4K 0.21% 88
2016
Q4 		$1.33M Buy
15,456
+240
+2% +$18.3K 0.22% 86
2016
Q3 		$1.01M Hold
15,216
– – 0.17% 92
2016
Q2 		$946K Buy
15,216
+196
+1% +$12.2K 0.16% 97
2016
Q1 		$890K Buy
15,020
+2,302
+18% +$134K 0.16% 95
2015
Q4 		$840K Buy
12,718
+904
+8% +$58.9K 0.15% 98
2015
Q3 		$720K Sell
11,814
-60
-0.5% -$3.93K 0.13% 105
2015
Q2 		$804K Sell
11,874
-25
-0.2% -$1.63K 0.13% 106
2015
Q1 		$721K Buy
11,899
+2,150
+22% +$127K 0.12% 111
2014
Q4 		$610K Sell
9,749
-389
-4% -$23.4K 0.1% 117
2014
Q3 		$611K Sell
10,138
-256
-2% -$15K 0.1% 116
2014
Q2 		$599K Buy
10,394
+804
+8% +$45.2K 0.1% 120
2014
Q1 		$582K Buy
9,590
+781
+9% +$45.1K 0.1% 120
2013
Q4 		$515K Buy
8,809
+300
+4% +$16.4K 0.09% 124
2013
Q3 		$440K Sell
8,509
-232
-3% -$12.4K 0.09% 119
2013
Q2 		$462K Buy
+8,741
New +$444K 0.09% 117

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

TCV Trust & Wealth Management's JPM Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, selling an estimated $473K and leaving 83,227 shares worth $27.2M. The position accounts for 2.06% of the portfolio, ranked #12.

TCV Trust & Wealth Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $28M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TCV Trust & Wealth Management held 83,227 shares of JPMorgan Chase worth $27.2M as of Q2 2026.
  • TCV Trust & Wealth Management sold 1,523 JPMorgan Chase shares in Q2 2026, an estimated $473K.
  • JPMorgan Chase made up 2.06% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #12 holding.
  • TCV Trust & Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's JPMorgan Chase position peaked at $28M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.