Union Savings Bank’s JPMorgan Chase JPM Stock Holding History

Union Savings Bank’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	$3.41M	Sell	10,421 -264	-2%	-$82K	1.37%	15
2026 Q1	$3.14M	Sell	10,685 -144	-1%	-$43.7K	1.38%	13
2025 Q4	$3.49M	Buy	+10,829	New	+$3.35M	1.51%	13
2025 Q2	$3.31M	Sell	11,160 -1,693	-13%	-$432K	1.52%	12
2025 Q1	$3.15M	Buy	12,853 +138	+1%	+$35.2K	1.54%	11
2024 Q4	$3.05M	Sell	12,715 -255	-2%	-$59.4K	1.5%	11
2024 Q3	$2.73M	Buy	12,970 +76	+0.6%	+$16K	1.34%	11
2024 Q2	$2.61M	Sell	12,894 -442	-3%	-$86.4K	1.37%	12
2024 Q1	$2.67M	Sell	13,336 -93	-0.7%	-$16.8K	1.4%	11
2023 Q4	$2.28M	Sell	13,429 -149	-1%	-$22.6K	1.3%	11
2023 Q3	$1.97M	Buy	13,578 +627	+5%	+$94K	1.23%	14
2023 Q2	$2.05M	Buy	+12,951	New	+$1.78M	1.22%	14

Other funds holding JPM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Union Savings Bank's JPM Position: Q2 2026 in Review

Union Savings Bank reduced its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, selling an estimated $82K and leaving 10,421 shares worth $3.41M. The position accounts for 1.37% of the portfolio, ranked #15.

Union Savings Bank first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.49M in Q4 2025. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Union Savings Bank held 10,421 shares of JPMorgan Chase worth $3.41M as of Q2 2026.
Union Savings Bank sold 264 JPMorgan Chase shares in Q2 2026, an estimated $82K.
JPMorgan Chase made up 1.37% of Union Savings Bank's portfolio in Q2 2026, its #15 holding.
Union Savings Bank first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's JPMorgan Chase position peaked at $3.49M in Q4 2025.
2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.