Trust Company of the South’s JPMorgan Chase JPM Stock Holding History

Trust Company of the South’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	$2.52M	Sell	7,701 -5	-0.1%	-$1.55K	0.35%	31
2026 Q1	$2.27M	Buy	7,706 +131	+2%	+$39.8K	0.36%	29
2025 Q4	$2.44M	Buy	7,575 +1,203	+19%	+$372K	0.39%	29
2025 Q3	$2.01M	Buy	6,372 +140	+2%	+$41.6K	0.33%	32
2025 Q2	$1.81M	Sell	6,232 -61	-1%	-$15.6K	0.32%	32
2025 Q1	$1.54M	Buy	6,293 +582	+10%	+$148K	0.32%	34
2024 Q4	$1.37M	Sell	5,711 -775	-12%	-$181K	0.28%	39
2024 Q3	$1.37M	Buy	6,486 +1,534	+31%	+$323K	0.29%	37
2024 Q2	$1M	Buy	4,952 +6	+0.1%	+$1.17K	0.24%	43
2024 Q1	$991K	Buy	4,946 +53	+1%	+$9.56K	0.23%	45
2023 Q4	$832K	Buy	+4,893	New	+$742K	0.22%	45

Other funds holding JPM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Trust Company of the South's JPM Position: Q2 2026 in Review

Trust Company of the South reduced its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, selling an estimated $1.55K and leaving 7,701 shares worth $2.52M. The position accounts for 0.35% of the portfolio, ranked #31.

Trust Company of the South first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Trust Company of the South held 7,701 shares of JPMorgan Chase worth $2.52M as of Q2 2026.
Trust Company of the South sold 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
JPMorgan Chase made up 0.35% of Trust Company of the South's portfolio in Q2 2026, its #31 holding.
Trust Company of the South first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.