Trust Point Inc’s JPMorgan Chase JPM Stock Holding History

Trust Point Inc’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	$6.38M	Sell	19,482 -2,740	-12%	-$851K	0.54%	25
2026 Q1	$6.54M	Buy	22,222 +605	+3%	+$184K	0.57%	28
2025 Q4	$6.97M	Sell	21,617 -281	-1%	-$87K	0.55%	27
2025 Q3	$6.91M	Sell	21,898 -2,523	-10%	-$750K	0.56%	28
2025 Q2	$7.08M	Buy	24,421 +2,432	+11%	+$621K	0.67%	22
2025 Q1	$5.39M	Sell	21,989 -4,356	-17%	-$1.11M	0.49%	26
2024 Q4	$6.32M	Buy	26,345 +328	+1%	+$76.4K	0.44%	29
2024 Q3	$5.49M	Buy	26,017 +196	+0.8%	+$41.3K	0.41%	26
2024 Q2	$5.22M	Sell	25,821 -1,076	-4%	-$210K	0.42%	25
2024 Q1	$5.39M	Sell	26,897 -2,424	-8%	-$437K	0.42%	27
2023 Q4	$4.99M	Buy	+29,321	New	+$4.44M	0.41%	26

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Trust Point Inc's JPM Position: Q2 2026 in Review

Trust Point Inc reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $851K and leaving 19,482 shares worth $6.38M. The position accounts for 0.54% of the portfolio, ranked #25.

Trust Point Inc first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.08M in Q2 2025. 1,099 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Trust Point Inc held 19,482 shares of JPMorgan Chase worth $6.38M as of Q2 2026.
Trust Point Inc sold 2,740 JPMorgan Chase shares in Q2 2026, an estimated $851K.
JPMorgan Chase made up 0.54% of Trust Point Inc's portfolio in Q2 2026, its #25 holding.
Trust Point Inc first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's JPMorgan Chase position peaked at $7.08M in Q2 2025.
1,099 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.