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Texas Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Texas 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
Q1 		$8.27M Sell
28,126
-707
-2% -$215K 3.11% 5
2025
Q4 		$9.29M Sell
28,833
-48
-0.2% -$14.9K 3.38% 4
2025
Q3 		$9.11M Sell
28,881
-244
-0.8% -$72.6K 3.44% 3
2025
Q2 		$8.44M Buy
29,125
+153
+0.5% +$39K 3.36% 3
2025
Q1 		$7.11M Sell
28,972
-268
-0.9% -$68.3K 3.01% 4
2024
Q4 		$7.01M Buy
+29,240
New +$6.81M 2.89% 4

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

Texas Bank & Trust's JPM Position: Q1 2026 in Review

Texas Bank & Trust reduced its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, selling an estimated $215K and leaving 28,126 shares worth $8.27M. The position accounts for 3.11% of the portfolio, ranked #5.

Texas Bank & Trust first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.29M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Texas Bank & Trust held 28,126 shares of JPMorgan Chase worth $8.27M as of Q1 2026.
  • Texas Bank & Trust sold 707 JPMorgan Chase shares in Q1 2026, an estimated $215K.
  • JPMorgan Chase made up 3.11% of Texas Bank & Trust's portfolio in Q1 2026, its #5 holding.
  • Texas Bank & Trust first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Texas Bank & Trust's JPMorgan Chase position peaked at $9.29M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Texas Bank & Trust's 13F filing for Q1 2026, filed 30 Apr 2026.