Trust Point Inc
JPM icon

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
Q3 		$6.38M Sell
19,299
-183
-0.9% -$64K 0.48% 31
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Trust Point Inc's JPM Position: Q3 2026 in Review

Trust Point Inc reduced its JPMorgan Chase (JPM) stake by 0.94% in Q3 2026, selling an estimated $64K and leaving 19,299 shares worth $6.38M. The position accounts for 0.48% of the portfolio, ranked #31.

Trust Point Inc first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.08M in Q2 2025. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Trust Point Inc held 19,299 shares of JPMorgan Chase worth $6.38M as of Q3 2026.
  • Trust Point Inc sold 183 JPMorgan Chase shares in Q3 2026, an estimated $64K.
  • JPMorgan Chase made up 0.48% of Trust Point Inc's portfolio in Q3 2026, its #31 holding.
  • Trust Point Inc first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Trust Point Inc's JPMorgan Chase position peaked at $7.08M in Q2 2025.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.