WTC
JPM icon

WhitTier Trust Company’s JPMorgan Chase JPM Stock Holding History

WhitTier Trust Company’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 		$110M Sell
325,514
-2,821
-0.9% -$876K 2.07% 8
2026
Q1 		$97M Buy
328,335
+14,535
+5% +$4.41M 1.99% 9
2025
Q4 		$105M Sell
313,800
-2,269
-0.7% -$702K 2.18% 9
2025
Q3 		$98M Buy
316,069
+4,799
+2% +$1.43M 2.09% 9
2025
Q2 		$90.2M Buy
311,270
+389
+0.1% +$99.3K 2.05% 8
2025
Q1 		$76.3M Buy
310,881
+4,318
+1% +$1.1M 1.93% 8
2024
Q4 		$73.5M Buy
306,563
+11,502
+4% +$2.68M 1.8% 8
2024
Q3 		$62.2M Sell
295,061
-14,849
-5% -$3.13M 1.61% 8
2024
Q2 		$62.7M Sell
309,910
-453
-0.1% -$88.6K 1.74% 8
2024
Q1 		$62.2M Buy
310,363
+8,442
+3% +$1.52M 1.78% 8
2023
Q4 		$51.4M Sell
301,921
-2,311
-0.8% -$350K 1.64% 10
2023
Q3 		$44.1M Sell
304,232
-909
-0.3% -$136K 1.56% 10
2023
Q2 		$44.4M Sell
305,141
-3,712
-1% -$511K 1.5% 10
2023
Q1 		$40.2M Buy
308,853
+3,446
+1% +$472K 1.48% 12
2022
Q4 		$41M Buy
305,407
+444
+0.1% +$56.3K 1.62% 9
2022
Q3 		$31.9M Buy
304,963
+2,752
+0.9% +$316K 1.36% 10
2022
Q2 		$34M Buy
302,211
+11,414
+4% +$1.41M 1.4% 11
2022
Q1 		$39.6M Buy
290,797
+18,088
+7% +$2.67M 1.44% 9
2021
Q4 		$43.2M Buy
272,709
+7,872
+3% +$1.29M 1.58% 7
2021
Q3 		$43.4M Buy
264,837
+4,063
+2% +$637K 1.77% 7
2021
Q2 		$40.6M Sell
260,774
-1,002
-0.4% -$157K 1.69% 8
2021
Q1 		$39.9M Buy
261,776
+11,184
+4% +$1.61M 1.78% 6
2020
Q4 		$31.8M Buy
250,592
+2,579
+1% +$288K 1.59% 10
2020
Q3 		$23.9M Buy
248,013
+5,910
+2% +$580K 1.38% 10
2020
Q2 		$22.8M Sell
242,103
-10,802
-4% -$1.02M 1.43% 10
2020
Q1 		$22.8M Buy
252,905
+7,941
+3% +$965K 1.75% 8
2019
Q4 		$34.1M Buy
244,964
+4,363
+2% +$560K 2.18% 5
2019
Q3 		$28.3M Buy
240,601
+4,852
+2% +$549K 1.97% 5
2019
Q2 		$26.4M Sell
235,749
-2,847
-1% -$314K 1.88% 5
2019
Q1 		$24.2M Buy
238,596
+4,656
+2% +$480K 1.78% 5
2018
Q4 		$22.8M Buy
233,940
+3,637
+2% +$388K 1.89% 5
2018
Q3 		$26M Buy
230,303
+1,102
+0.5% +$125K 1.89% 5
2018
Q2 		$23.9M Buy
229,201
+5,656
+3% +$620K 1.87% 7
2018
Q1 		$24.6M Buy
223,545
+8,418
+4% +$953K 2.01% 5
2017
Q4 		$23M Buy
215,127
+2,987
+1% +$302K 1.97% 4
2017
Q3 		$20.3M Buy
212,140
+1,357
+0.6% +$125K 1.88% 5
2017
Q2 		$19.3M Sell
210,783
-1,748
-0.8% -$151K 1.86% 5
2017
Q1 		$18.7M Sell
212,531
-4,549
-2% -$401K 1.87% 5
2016
Q4 		$18.7M Buy
217,080
+5,158
+2% +$393K 1.99% 4
2016
Q3 		$14.1M Sell
211,922
-3,210
-1% -$209K 1.6% 8
2016
Q2 		$13.4M Buy
215,132
+5,169
+2% +$323K 1.53% 10
2016
Q1 		$12.4M Buy
209,963
+5,607
+3% +$327K 1.45% 10
2015
Q4 		$13.5M Buy
204,356
+382
+0.2% +$24.9K 1.58% 8
2015
Q3 		$12.4M Sell
203,974
-1,117
-0.5% -$73.2K 1.52% 7
2015
Q2 		$13.9M Buy
205,091
+4,161
+2% +$272K 1.55% 6
2015
Q1 		$12.2M Buy
200,930
+1,657
+0.8% +$98.1K 1.35% 11
2014
Q4 		$12.5M Buy
199,273
+2,787
+1% +$168K 1.4% 11
2014
Q3 		$11.8M Buy
196,486
+1,052
+0.5% +$61.5K 1.36% 11
2014
Q2 		$11.3M Buy
195,434
+7,695
+4% +$433K 1.26% 16
2014
Q1 		$11.4M Buy
187,739
+2,470
+1% +$143K 1.34% 15
2013
Q4 		$10.8M Buy
185,269
+17,138
+10% +$939K 1.3% 15
2013
Q3 		$8.69M Buy
168,131
+8,012
+5% +$430K 1.17% 17
2013
Q2 		$8.45M Buy
+160,119
New +$8.14M 1.22% 17

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
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

WhitTier Trust Company's JPM Position: Q2 2026 in Review

WhitTier Trust Company reduced its JPMorgan Chase (JPM) stake by 0.86% in Q2 2026, selling an estimated $876K and leaving 325,514 shares worth $110M. The position accounts for 2.07% of the portfolio, ranked #8.

WhitTier Trust Company first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • WhitTier Trust Company held 325,514 shares of JPMorgan Chase worth $110M as of Q2 2026.
  • WhitTier Trust Company sold 2,821 JPMorgan Chase shares in Q2 2026, an estimated $876K.
  • JPMorgan Chase made up 2.07% of WhitTier Trust Company's portfolio in Q2 2026, its #8 holding.
  • WhitTier Trust Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.