Trust Investment Advisors’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 | $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
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. 5,141 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.
- 5,141 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.