Tower Trust & Investment Company’s JPMorgan Chase JPM Stock Holding History

Tower Trust & Investment Company’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	$4.51M	Sell	13,774 -569	-4%	-$177K	2.74%	9
2026 Q1	$4.22M	Sell	14,343 -40	-0.3%	-$12.1K	2.77%	8
2025 Q4	$4.63M	Sell	14,383 -990	-6%	-$307K	2.92%	8
2025 Q3	$4.85M	Sell	15,373 -497	-3%	-$148K	3.26%	8
2025 Q2	$4.6M	Buy	15,870 +301	+2%	+$76.8K	3.27%	7
2025 Q1	$3.81M	Buy	+15,569	New	+$3.97M	3.07%	7

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Tower Trust & Investment Company's JPM Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its JPMorgan Chase (JPM) stake by 4% in Q2 2026, selling an estimated $177K and leaving 13,774 shares worth $4.51M. The position accounts for 2.74% of the portfolio, ranked #9.

Tower Trust & Investment Company first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.85M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Tower Trust & Investment Company held 13,774 shares of JPMorgan Chase worth $4.51M as of Q2 2026.
Tower Trust & Investment Company sold 569 JPMorgan Chase shares in Q2 2026, an estimated $177K.
JPMorgan Chase made up 2.74% of Tower Trust & Investment Company's portfolio in Q2 2026, its #9 holding.
Tower Trust & Investment Company first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
Tower Trust & Investment Company's JPMorgan Chase position peaked at $4.85M in Q3 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.