TIAA Trust, National Association’s JPMorgan Chase JPM Stock Holding History

TIAA Trust, National Association’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	$3.39M	Sell	10,367 -9,022	-47%	-$2.8M	0.2%	71
2026 Q1	$5.7M	Sell	19,389 -466,725	-96%	-$142M	0.35%	55
2025 Q4	$157M	Buy	486,114 +13,186	+3%	+$4.08M	0.38%	58
2025 Q3	$149M	Sell	472,928 -9,008	-2%	-$2.68M	0.36%	58
2025 Q2	$140M	Buy	481,936 +13,468	+3%	+$3.44M	0.36%	59
2025 Q1	$115M	Sell	468,468 -8,928	-2%	-$2.28M	0.36%	57
2024 Q4	$114M	Sell	477,396 -32,247	-6%	-$7.51M	0.35%	56
2024 Q3	$107M	Sell	509,643 -26,020	-5%	-$5.48M	0.32%	59
2024 Q2	$108M	Buy	535,663 +34,906	+7%	+$6.82M	0.33%	59
2024 Q1	$100M	Buy	500,757 +2,443	+0.5%	+$441K	0.31%	60
2023 Q4	$84.8M	Buy	498,314 +2,335	+0.5%	+$354K	0.28%	58
2023 Q3	$71.9M	Buy	+495,979	New	+$74.3M	0.26%	58

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TIAA Trust, National Association's JPM Position: Q2 2026 in Review

TIAA Trust, National Association reduced its JPMorgan Chase (JPM) stake by 47% in Q2 2026, selling an estimated $2.8M and leaving 10,367 shares worth $3.39M. The position accounts for 0.2% of the portfolio, ranked #71.

TIAA Trust, National Association first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $157M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

TIAA Trust, National Association held 10,367 shares of JPMorgan Chase worth $3.39M as of Q2 2026.
TIAA Trust, National Association sold 9,022 JPMorgan Chase shares in Q2 2026, an estimated $2.8M.
JPMorgan Chase made up 0.2% of TIAA Trust, National Association's portfolio in Q2 2026, its #71 holding.
TIAA Trust, National Association first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's JPMorgan Chase position peaked at $157M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.