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TI-Trust’s JPMorgan Chase JPM Stock Holding History

TI-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
Q2 		$2.58M Hold
7,895
– – 1.39% 22
2026
Q1 		$2.32M Sell
7,895
-12
-0.2% -$3.64K 1.38% 18
2025
Q4 		$2.55M Sell
7,907
-42
-0.5% -$13K 1.57% 14
2025
Q3 		$2.51M Buy
7,949
+70
+0.9% +$20.8K 1.58% 15
2025
Q2 		$2.28M Hold
7,879
– – 1.53% 16
2025
Q1 		$1.93M Sell
7,879
-589
-7% -$150K 1.28% 17
2024
Q4 		$2.03M Sell
8,468
-23
-0.3% -$5.36K 1.36% 18
2024
Q3 		$1.79M Hold
8,491
– – 1.28% 21
2024
Q2 		$1.72M Sell
8,491
-668
-7% -$131K 1.32% 20
2024
Q1 		$1.83M Buy
9,159
+518
+6% +$93.5K 1.35% 20
2023
Q4 		$1.47M Sell
8,641
-147
-2% -$22.3K 1.3% 21
2023
Q3 		$1.27M Buy
8,788
+118
+1% +$17.7K 1.22% 23
2023
Q2 		$1.26M Sell
8,670
-25
-0.3% -$3.44K 1.16% 24
2023
Q1 		$1.13M Buy
8,695
+45
+0.5% +$6.17K 1.06% 28
2022
Q4 		$1.16M Buy
8,650
+335
+4% +$42.4K 1.1% 27
2022
Q3 		$869K Buy
8,315
+198
+2% +$22.7K 0.94% 31
2022
Q2 		$914K Sell
8,117
-200
-2% -$24.8K 0.94% 32
2022
Q1 		$1.13M Sell
8,317
-130
-2% -$19.2K 1.03% 26
2021
Q4 		$1.34M Buy
+8,447
New +$1.39M 1.19% 23
2019
Q4 		$1.36M Buy
+9,778
New +$1.25M 1.34% 19

Other funds holding JPM

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

TI-Trust's JPM Position: Q2 2026 in Review

TI-Trust held its JPMorgan Chase (JPM) position steady in Q2 2026 at 7,895 shares worth $2.58M. The position accounts for 1.39% of the portfolio, ranked #22.

TI-Trust first reported a position in JPM in Q4 2019 and has held it in 20 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TI-Trust held 7,895 shares of JPMorgan Chase worth $2.58M as of Q2 2026.
  • TI-Trust left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.39% of TI-Trust's portfolio in Q2 2026, its #22 holding.
  • TI-Trust first reported a position in JPMorgan Chase in Q4 2019 and has held it in 20 quarters since.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TI-Trust's 13F filing for Q2 2026, filed 23 Jul 2026.