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Trail Ridge Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Trail Ridge Investment Advisors’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 		$3.23M Sell
9,869
-212
-2% -$65.8K 1.36% 18
2026
Q1 		$2.97M Buy
10,081
+1,339
+15% +$406K 1.29% 21
2025
Q4 		$2.82M Buy
8,742
+96
+1% +$29.7K 1.21% 21
2025
Q3 		$2.73M Buy
8,646
+46
+0.5% +$13.7K 1.22% 21
2025
Q2 		$2.55M Sell
8,600
-276
-3% -$70.4K 1.23% 21
2025
Q1 		$2.18M Sell
8,876
-879
-9% -$224K 1.12% 23
2024
Q4 		$2.34M Buy
9,755
+103
+1% +$24K 1.11% 23
2024
Q3 		$2.16M Sell
9,652
-10
-0.1% -$2.11K 1.03% 28
2024
Q2 		$1.95M Buy
9,662
+335
+4% +$65.5K 1.01% 28
2024
Q1 		$1.87M Sell
9,327
-2,980
-24% -$538K 1.06% 26
2023
Q4 		$2.09M Sell
12,307
-74
-0.6% -$11.2K 1.28% 22
2023
Q3 		$1.8M Sell
12,381
-207
-2% -$31K 1.22% 25
2023
Q2 		$1.83M Sell
12,588
-363
-3% -$49.9K 1.13% 28
2023
Q1 		$1.69M Sell
12,951
-12
-0.1% -$1.64K 1.1% 25
2022
Q4 		$1.74M Buy
12,963
+66
+0.5% +$8.36K 1.2% 25
2022
Q3 		$1.75M Sell
12,897
-279
-2% -$32K 1.15% 25
2022
Q2 		$1.48M Sell
13,176
-31
-0.2% -$3.84K 1.01% 32
2022
Q1 		$1.8M Sell
13,207
-174
-1% -$25.7K 1.11% 22
2021
Q4 		$2.12M Buy
+13,381
New +$2.2M 1.27% 21

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Trail Ridge Investment Advisors's JPM Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $65.8K and leaving 9,869 shares worth $3.23M. The position accounts for 1.36% of the portfolio, ranked #18.

Trail Ridge Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trail Ridge Investment Advisors held 9,869 shares of JPMorgan Chase worth $3.23M as of Q2 2026.
  • Trail Ridge Investment Advisors sold 212 JPMorgan Chase shares in Q2 2026, an estimated $65.8K.
  • JPMorgan Chase made up 1.36% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Trail Ridge Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.