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Trust Company’s JPMorgan Chase JPM Stock Holding History

Trust 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 		$2.34M Sell
7,156
-2,714
-27% -$843K 0.21% 48
2026
Q1 		$2.9M Buy
9,870
+82
+0.8% +$24.9K 0.27% 39
2025
Q4 		$3.15M Buy
9,788
+1,549
+19% +$480K 0.3% 38
2025
Q3 		$2.6M Hold
8,239
– – 0.27% 39
2025
Q2 		$2.39M Sell
8,239
-361
-4% -$92.1K 0.27% 41
2025
Q1 		$2.11M Buy
8,600
+47
+0.5% +$12K 0.25% 44
2024
Q4 		$2.05M Buy
8,553
+2,981
+53% +$694K 0.23% 44
2024
Q3 		$1.17M Sell
5,572
-2,322
-29% -$489K 0.14% 53
2024
Q2 		$1.6M Buy
7,894
+1,264
+19% +$247K 0.21% 45
2024
Q1 		$1.33M Sell
6,630
-811
-11% -$146K 0.17% 49
2023
Q4 		$1.27M Sell
7,441
-109
-1% -$16.5K 0.16% 46
2023
Q3 		$1.09M Sell
7,550
-3,185
-30% -$477K 0.18% 46
2023
Q2 		$1.56M Sell
10,735
-5,230
-33% -$719K 0.23% 40
2023
Q1 		$2.08M Buy
15,965
+19
+0.1% +$2.6K 0.32% 34
2022
Q4 		$2.14M Sell
15,946
-266
-2% -$33.7K 0.35% 34
2022
Q3 		$1.69M Buy
16,212
+4,492
+38% +$515K 0.37% 32
2022
Q2 		$1.32M Buy
11,720
+731
+7% +$90.6K 0.28% 40
2022
Q1 		$1.5M Sell
10,989
-547
-5% -$80.7K 0.29% 38
2021
Q4 		$1.83M Hold
11,536
– – 0.43% 28
2021
Q3 		$1.89M Hold
11,536
– – 0.48% 24
2021
Q2 		$1.79M Sell
11,536
-217
-2% -$34.1K 1.26% 21
2021
Q1 		$1.79M Sell
11,753
-1,867
-14% -$269K 1.29% 18
2020
Q4 		$1.73M Sell
13,620
-2,097
-13% -$234K 1.37% 18
2020
Q3 		$1.51M Buy
15,717
+624
+4% +$61.3K 1.27% 18
2020
Q2 		$1.42M Sell
15,093
-2,570
-15% -$244K 1.35% 18
2020
Q1 		$1.59M Sell
17,663
-2,732
-13% -$332K 1.75% 17
2019
Q4 		$2.84M Sell
20,395
-1,468
-7% -$188K 2.5% 10
2019
Q3 		$2.57M Sell
21,863
-143
-0.6% -$16.2K 2.43% 10
2019
Q2 		$2.46M Sell
22,006
-13,812
-39% -$1.52M 2.26% 12
2019
Q1 		$3.63M Buy
35,818
+17
+0% +$1.75K 2.11% 12
2018
Q4 		$3.5M Sell
35,801
-3,476
-9% -$370K 1.94% 23
2018
Q3 		$4.43M Sell
39,277
-3,007
-7% -$341K 2% 25
2018
Q2 		$4.41M Sell
42,284
-1,726
-4% -$189K 2.02% 24
2018
Q1 		$4.84M Sell
44,010
-63,094
-59% -$7.14M 1.79% 18
2017
Q4 		$11.5M Sell
107,104
-9,458
-8% -$958K 4.73% 5
2017
Q3 		$11.1M Sell
116,562
-2,979
-2% -$275K 6.13% 2
2017
Q2 		$10.9M Buy
119,541
+11,362
+11% +$980K 5.05% 1
2017
Q1 		$9.5M Buy
108,179
+3,941
+4% +$348K 4.32% 1
2016
Q4 		$8.99M Sell
104,238
-5,691
-5% -$434K 4.57% 1
2016
Q3 		$7.32M Buy
109,929
+16,978
+18% +$1.11M 3.21% 1
2016
Q2 		$5.78M Buy
92,951
+7,520
+9% +$470K 2.21% 5
2016
Q1 		$5.06M Buy
85,431
+5,926
+7% +$346K 2.31% 3
2015
Q4 		$5.25M Buy
79,505
+3,964
+5% +$258K 2.43% 3
2015
Q3 		$4.61M Buy
75,541
+19,048
+34% +$1.25M 2.61% 4
2015
Q2 		$3.83M Buy
56,493
+6,373
+13% +$416K 2.39% 3
2015
Q1 		$3.04M Buy
+50,120
New +$2.97M 1.92% 6

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Trust Company's JPM Position: Q2 2026 in Review

Trust Company reduced its JPMorgan Chase (JPM) stake by 27% in Q2 2026, selling an estimated $843K and leaving 7,156 shares worth $2.34M. The position accounts for 0.21% of the portfolio, ranked #48.

Trust Company first reported a position in JPM in Q1 2015 and has held it in 46 quarters since. The position peaked at $11.5M in Q4 2017. 1,118 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trust Company held 7,156 shares of JPMorgan Chase worth $2.34M as of Q2 2026.
  • Trust Company sold 2,714 JPMorgan Chase shares in Q2 2026, an estimated $843K.
  • JPMorgan Chase made up 0.21% of Trust Company's portfolio in Q2 2026, its #48 holding.
  • Trust Company first reported a position in JPMorgan Chase in Q1 2015 and has held it in 46 quarters since.
  • Trust Company's JPMorgan Chase position peaked at $11.5M in Q4 2017.
  • 1,118 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.