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Trust Asset Management’s JPMorgan Chase JPM Stock Holding History

Trust Asset Management’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 		$9.77M Sell
29,854
-1,352
-4% -$420K 0.61% 20
2026
Q1 		$9.18M Sell
31,206
-7
-0% -$2.12K 0.66% 17
2025
Q4 		$10.1M Sell
31,213
-1,211
-4% -$375K 0.69% 17
2025
Q3 		$10.2M Hold
32,424
– – 0.7% 17
2025
Q2 		$9.4M Hold
32,424
– – 0.7% 17
2025
Q1 		$7.95M Sell
32,424
-906
-3% -$231K 0.65% 17
2024
Q4 		$7.99M Hold
33,330
– – 0.62% 17
2024
Q3 		$7.03M Sell
33,330
-771
-2% -$162K 0.56% 18
2024
Q2 		$6.9M Hold
34,101
– – 0.58% 17
2024
Q1 		$6.83M Sell
34,101
-90
-0.3% -$16.2K 0.6% 16
2023
Q4 		$5.82M Hold
34,191
– – 0.56% 16
2023
Q3 		$4.96M Hold
34,191
– – 0.53% 17
2023
Q2 		$4.97M Hold
34,191
– – 0.52% 17
2023
Q1 		$4.46M Buy
34,191
+933
+3% +$128K 0.5% 18
2022
Q4 		$4.46M Hold
33,258
– – 0.56% 15
2022
Q3 		$3.48M Buy
33,258
+2,198
+7% +$252K 0.47% 17
2022
Q2 		$3.5M Buy
31,060
+1,195
+4% +$148K 0.49% 18
2022
Q1 		$4.07M Buy
29,865
+923
+3% +$136K 0.5% 18
2021
Q4 		$4.58M Hold
28,942
– – 0.57% 17
2021
Q3 		$4.74M Buy
28,942
+1,199
+4% +$188K 0.65% 17
2021
Q2 		$4.32M Buy
27,743
+3,200
+13% +$503K 0.59% 17
2021
Q1 		$3.74M Buy
24,543
+4,363
+22% +$628K 0.5% 19
2020
Q4 		$2.56M Buy
20,180
+4,506
+29% +$504K 0.39% 18
2020
Q3 		$1.51M Buy
15,674
+6,873
+78% +$675K 0.27% 22
2020
Q2 		$828K Buy
+8,801
New +$835K 0.16% 20
2020
Q1 		– Sell
-1,457
Closed -$203K – 27
2019
Q4 		$203K Buy
+1,457
New +$187K 0.05% 29

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Trust Asset Management's JPM Position: Q2 2026 in Review

Trust Asset Management reduced its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, selling an estimated $420K and leaving 29,854 shares worth $9.77M. The position accounts for 0.61% of the portfolio, ranked #20.

Trust Asset Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.2M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trust Asset Management held 29,854 shares of JPMorgan Chase worth $9.77M as of Q2 2026.
  • Trust Asset Management sold 1,352 JPMorgan Chase shares in Q2 2026, an estimated $420K.
  • JPMorgan Chase made up 0.61% of Trust Asset Management's portfolio in Q2 2026, its #20 holding.
  • Trust Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Trust Asset Management's JPMorgan Chase position peaked at $10.2M in Q3 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.