Trust Company of Toledo’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.2M | Sell |
95,364
-864
| -0.9% | -$268K | 2.6% | 6 |
|
|
2026
Q1 | $28.3M | Sell |
96,228
-907
| -0.9% | -$275K | 2.69% | 6 |
|
|
2025
Q4 | $31.3M | Sell |
97,135
-2,174
| -2% | -$673K | 3.09% | 4 |
|
|
2025
Q3 | $31.3M | Buy |
99,309
+307
| +0.3% | +$91.3K | 3.14% | 4 |
|
|
2025
Q2 | $28.7M | Sell |
99,002
-2,915
| -3% | -$744K | 3.17% | 3 |
|
|
2025
Q1 | $25M | Buy |
101,917
+20
| +0% | +$5.1K | 3.31% | 3 |
|
|
2024
Q4 | $24.4M | Buy |
101,897
+64
| +0.1% | +$14.9K | 3.2% | 3 |
|
|
2024
Q3 | $21.5M | Buy |
101,833
+280
| +0.3% | +$59K | 2.91% | 4 |
|
|
2024
Q2 | $20.5M | Buy |
101,553
+6,312
| +7% | +$1.23M | 2.97% | 4 |
|
|
2024
Q1 | $19.1M | Buy |
95,241
+2,075
| +2% | +$374K | 2.98% | 4 |
|
|
2023
Q4 | $15.8M | Buy |
93,166
+5,734
| +7% | +$869K | 2.73% | 4 |
|
|
2023
Q3 | $12.7M | Buy |
87,432
+4,208
| +5% | +$631K | 2.49% | 4 |
|
|
2023
Q2 | $12.1M | Buy |
83,224
+10,611
| +15% | +$1.46M | 2.04% | 7 |
|
|
2023
Q1 | $9.46M | Buy |
72,613
+442
| +0.6% | +$60.6K | 1.69% | 7 |
|
|
2022
Q4 | $9.68K | Buy |
72,171
+629
| +0.9% | +$79.7K | 1.83% | 8 |
|
|
2022
Q3 | $7.48M | Sell |
71,542
-1,116
| -2% | -$128K | 1.45% | 11 |
|
|
2022
Q2 | $8.18M | Buy |
72,658
+4
| +0% | +$496 | 1.44% | 10 |
|
|
2022
Q1 | $9.9M | Sell |
72,654
-121
| -0.2% | -$17.9K | 1.52% | 9 |
|
|
2021
Q4 | $11.5M | Buy |
72,775
+270
| +0.4% | +$44.3K | 1.72% | 8 |
|
|
2021
Q3 | $11.9M | Sell |
72,505
-757
| -1% | -$119K | 1.94% | 5 |
|
|
2021
Q2 | $11.4M | Sell |
73,262
-883
| -1% | -$139K | 1.92% | 5 |
|
|
2021
Q1 | $11.3M | Buy |
74,145
+1,752
| +2% | +$252K | 2.04% | 5 |
|
|
2020
Q4 | $9.2M | Buy |
72,393
+2,921
| +4% | +$326K | 1.79% | 9 |
|
|
2020
Q3 | $6.69M | Buy |
69,472
+687
| +1% | +$67.5K | 1.5% | 15 |
|
|
2020
Q2 | $6.47M | Buy |
68,785
+1,843
| +3% | +$175K | 1.54% | 12 |
|
|
2020
Q1 | $6.03M | Buy |
66,942
+2,006
| +3% | +$244K | 1.66% | 10 |
|
|
2019
Q4 | $9.05M | Buy |
64,936
+1,538
| +2% | +$197K | 2.11% | 6 |
|
|
2019
Q3 | $7.46M | Sell |
63,398
-389
| -0.6% | -$44K | 1.82% | 9 |
|
|
2019
Q2 | $7.13M | Buy |
63,787
+947
| +2% | +$104K | 1.78% | 9 |
|
|
2019
Q1 | $6.36M | Buy |
62,840
+411
| +0.7% | +$42.3K | 1.63% | 11 |
|
|
2018
Q4 | $6.09M | Buy |
62,429
+257
| +0.4% | +$27.4K | 1.71% | 9 |
|
|
2018
Q3 | $7.02M | Buy |
62,172
+64
| +0.1% | +$7.26K | 1.79% | 8 |
|
|
2018
Q2 | $6.47M | Buy |
62,108
+199
| +0.3% | +$21.8K | 1.73% | 9 |
|
|
2018
Q1 | $6.81M | Sell |
61,909
-498
| -0.8% | -$56.4K | 1.8% | 8 |
|
|
2017
Q4 | $6.67M | Sell |
62,407
-655
| -1% | -$66.3K | 1.66% | 9 |
|
|
2017
Q3 | $6.02M | Sell |
63,062
-790
| -1% | -$72.9K | 1.53% | 11 |
|
|
2017
Q2 | $5.84M | Buy |
63,852
+345
| +0.5% | +$29.8K | 1.51% | 11 |
|
|
2017
Q1 | $5.58M | Buy |
63,507
+2,517
| +4% | +$222K | 1.52% | 12 |
|
|
2016
Q4 | $5.26M | Buy |
60,990
+2,215
| +4% | +$169K | 1.47% | 13 |
|
|
2016
Q3 | $3.91M | Buy |
58,775
+154
| +0.3% | +$10K | 1.12% | 16 |
|
|
2016
Q2 | $3.64M | Buy |
58,621
+2,047
| +4% | +$128K | 1.05% | 20 |
|
|
2016
Q1 | $3.35M | Buy |
56,574
+3,355
| +6% | +$196K | 1.01% | 23 |
|
|
2015
Q4 | $3.51M | Sell |
53,219
-582
| -1% | -$37.9K | 1.08% | 19 |
|
|
2015
Q3 | $3.28M | Sell |
53,801
-316
| -0.6% | -$20.7K | 1.04% | 17 |
|
|
2015
Q2 | $3.67M | Buy |
54,117
+6,245
| +13% | +$408K | 1.07% | 18 |
|
|
2015
Q1 | $2.9M | Buy |
47,872
+602
| +1% | +$35.7K | 0.87% | 26 |
|
|
2014
Q4 | $2.96M | Buy |
47,270
+19,239
| +69% | +$1.16M | 0.9% | 27 |
|
|
2014
Q3 | $1.69M | Buy |
28,031
+1,591
| +6% | +$93K | 0.56% | 50 |
|
|
2014
Q2 | $1.52M | Sell |
26,440
-225
| -0.8% | -$12.7K | 0.45% | 62 |
|
|
2014
Q1 | $1.62M | Buy |
26,665
+4,274
| +19% | +$247K | 0.49% | 55 |
|
|
2013
Q4 | $1.31M | Buy |
22,391
+1,775
| +9% | +$97.2K | 0.42% | 60 |
|
|
2013
Q3 | $1.06M | Buy |
20,616
+1,830
| +10% | +$98.2K | 0.38% | 65 |
|
|
2013
Q2 | $992K | Buy |
+18,786
| New | +$955K | 0.37% | 73 |
|
Other funds holding JPM
RG
Trust Company of Toledo's JPM Position: Q2 2026 in Review
Trust Company of Toledo reduced its JPMorgan Chase (JPM) stake by 0.9% in Q2 2026, selling an estimated $268K and leaving 95,364 shares worth $31.2M. The position accounts for 2.6% of the portfolio, ranked #6.
Trust Company of Toledo first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.3M in Q3 2025. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Trust Company of Toledo held 95,364 shares of JPMorgan Chase worth $31.2M as of Q2 2026.
- Trust Company of Toledo sold 864 JPMorgan Chase shares in Q2 2026, an estimated $268K.
- JPMorgan Chase made up 2.6% of Trust Company of Toledo's portfolio in Q2 2026, its #6 holding.
- Trust Company of Toledo first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Trust Company of Toledo's JPMorgan Chase position peaked at $31.3M in Q3 2025.
- 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.