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Trust Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Trust 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 		$2.8M Sell
8,541
-24
-0.3% -$7.45K 1.34% 18
2026
Q1 		$2.52M Sell
8,565
-1,057
-11% -$321K 1.47% 13
2025
Q4 		$3.1M Sell
9,622
-48
-0.5% -$14.9K 1.65% 10
2025
Q3 		$3.05M Buy
9,670
+88
+0.9% +$26.2K 1.72% 10
2025
Q2 		$2.78M Sell
9,582
-884
-8% -$226K 1.69% 9
2025
Q1 		$2.57M Buy
10,466
+135
+1% +$34.4K 1.65% 8
2024
Q4 		$2.48M Buy
10,331
+439
+4% +$102K 1.58% 9
2024
Q3 		$2.09M Sell
9,892
-606
-6% -$128K 1.33% 15
2024
Q2 		$2.12M Sell
10,498
-80
-0.8% -$15.6K 1.35% 15
2024
Q1 		$2.12M Sell
10,578
-40
-0.4% -$7.22K 1.53% 12
2023
Q4 		$1.81M Buy
10,618
+22
+0.2% +$3.33K 1.41% 18
2023
Q3 		$1.54M Sell
10,596
-413
-4% -$61.9K 1.32% 21
2023
Q2 		$1.6M Buy
11,009
+201
+2% +$27.6K 1.29% 21
2023
Q1 		$1.41M Sell
10,808
-248
-2% -$34K 1.26% 29
2022
Q4 		$1.48M Buy
11,056
+361
+3% +$45.7K 1.4% 20
2022
Q3 		$1.12M Buy
10,695
+373
+4% +$42.8K 1.17% 34
2022
Q2 		$1.16M Buy
10,322
+149
+1% +$18.5K 1.12% 36
2022
Q1 		$1.39M Buy
10,173
+129
+1% +$19K 1.13% 35
2021
Q4 		$1.59M Buy
10,044
+527
+6% +$86.5K 1.25% 26
2021
Q3 		$1.56M Sell
9,517
-58
-0.6% -$9.09K 1.39% 18
2021
Q2 		$1.49M Buy
9,575
+154
+2% +$24.2K 1.32% 24
2021
Q1 		$1.43M Sell
9,421
-190
-2% -$27.3K 1.41% 21
2020
Q4 		$1.22M Buy
9,611
+85
+0.9% +$9.5K 1.24% 30
2020
Q3 		$917K Sell
9,526
-56
-0.6% -$5.5K 1.06% 36
2020
Q2 		$901K Buy
+9,582
New +$909K 1.16% 30
2015
Q1 		– Sell
-5,865
Closed -$367K – 100
2014
Q4 		$367K Sell
5,865
-1,100
-16% -$66.2K 0.37% 87
2014
Q3 		$420K Sell
6,965
-300
-4% -$17.5K 0.4% 87
2014
Q2 		$419K Sell
7,265
-2,350
-24% -$132K 0.4% 88
2014
Q1 		$584K Sell
9,615
-550
-5% -$31.8K 0.59% 67
2013
Q4 		$594K Buy
+10,165
New +$557K 0.61% 66

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Trust Investment Advisors's JPM Position: Q2 2026 in Review

Trust Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.28% in Q2 2026, selling an estimated $7.45K and leaving 8,541 shares worth $2.8M. The position accounts for 1.34% of the portfolio, ranked #18.

Trust Investment Advisors first reported a position in JPM in Q4 2013 and has held it in 30 quarters since. The position peaked at $3.1M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trust Investment Advisors held 8,541 shares of JPMorgan Chase worth $2.8M as of Q2 2026.
  • Trust Investment Advisors sold 24 JPMorgan Chase shares in Q2 2026, an estimated $7.45K.
  • JPMorgan Chase made up 1.34% of Trust Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Trust Investment Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 30 quarters since.
  • Trust Investment Advisors's JPMorgan Chase position peaked at $3.1M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.