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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TIAA Trust, National Association's JPM Position: Q1 2026 in Review

TIAA Trust, National Association reduced its JPMorgan Chase (JPM) stake by 96% in Q1 2026, selling an estimated $142M and leaving 19,389 shares worth $5.7M. The position accounts for 0.35% of the portfolio, ranked #55.

TIAA Trust, National Association first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $157M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

TIAA Trust, National Association held 19,389 shares of JPMorgan Chase worth $5.7M as of Q1 2026.
TIAA Trust, National Association sold 466,725 JPMorgan Chase shares in Q1 2026, an estimated $142M.
JPMorgan Chase made up 0.35% of TIAA Trust, National Association's portfolio in Q1 2026, its #55 holding.
TIAA Trust, National Association first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
TIAA Trust, National Association's JPMorgan Chase position peaked at $157M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.