Whittier Trust’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
Q1 | $198M | Buy |
671,640
+14,829
| +2% | +$4.5M | 2.24% | 9 |
|
|
2025
Q4 | $220M | Buy |
656,811
+12,075
| +2% | +$3.74M | 2.38% | 9 |
|
|
2025
Q3 | $200M | Buy |
644,736
+3,767
| +0.6% | +$1.12M | 2.28% | 9 |
|
|
2025
Q2 | $186M | Buy |
640,969
+27,067
| +4% | +$6.91M | 2.24% | 9 |
|
|
2025
Q1 | $151M | Buy |
613,902
+4,406
| +0.7% | +$1.12M | 2.1% | 8 |
|
|
2024
Q4 | $146M | Buy |
609,496
+1,823
| +0.3% | +$425K | 1.92% | 9 |
|
|
2024
Q3 | $128M | Sell |
607,673
-29,338
| -5% | -$6.18M | 1.71% | 8 |
|
|
2024
Q2 | $129M | Buy |
637,011
+6,844
| +1% | +$1.34M | 1.83% | 8 |
|
|
2024
Q1 | $126M | Buy |
630,167
+3,373
| +0.5% | +$609K | 1.84% | 9 |
|
|
2023
Q4 | $107M | Buy |
626,794
+1,089
| +0.2% | +$165K | 1.73% | 10 |
|
|
2023
Q3 | $90.7M | Buy |
625,705
+10,488
| +2% | +$1.57M | 1.61% | 11 |
|
|
2023
Q2 | $89.5M | Sell |
615,217
-14,188
| -2% | -$1.95M | 1.56% | 11 |
|
|
2023
Q1 | $82M | Buy |
629,405
+6,031
| +1% | +$826K | 1.49% | 11 |
|
|
2022
Q4 | $83.6M | Buy |
623,374
+2,579
| +0.4% | +$327K | 1.63% | 9 |
|
|
2022
Q3 | $64.9M | Buy |
620,795
+6,563
| +1% | +$753K | 1.36% | 11 |
|
|
2022
Q2 | $69.2M | Buy |
614,232
+1,798
| +0.3% | +$223K | 1.4% | 11 |
|
|
2022
Q1 | $83.5M | Buy |
612,434
+3,801
| +0.6% | +$561K | 1.41% | 11 |
|
|
2021
Q4 | $96.4M | Buy |
608,633
+8,469
| +1% | +$1.39M | 1.57% | 9 |
|
|
2021
Q3 | $98.2M | Sell |
600,164
-4,356
| -0.7% | -$683K | 1.79% | 8 |
|
|
2021
Q2 | $94M | Buy |
604,520
+6,729
| +1% | +$1.06M | 1.67% | 10 |
|
|
2021
Q1 | $91M | Buy |
597,791
+17,879
| +3% | +$2.57M | 1.77% | 10 |
|
|
2020
Q4 | $73.7M | Buy |
579,912
+10,453
| +2% | +$1.17M | 1.57% | 10 |
|
|
2020
Q3 | $54.8M | Buy |
569,459
+1,918
| +0.3% | +$188K | 1.31% | 12 |
|
|
2020
Q2 | $53.4M | Sell |
567,541
-28,436
| -5% | -$2.7M | 1.48% | 12 |
|
|
2020
Q1 | $53.7M | Sell |
595,977
-12,699
| -2% | -$1.54M | 1.75% | 9 |
|
|
2019
Q4 | $84.8M | Buy |
608,676
+9,649
| +2% | +$1.24M | 2.23% | 5 |
|
|
2019
Q3 | $70.5M | Buy |
599,027
+12,592
| +2% | +$1.42M | 2.02% | 5 |
|
|
2019
Q2 | $65.6M | Buy |
586,435
+6,342
| +1% | +$699K | 1.93% | 8 |
|
|
2019
Q1 | $58.7M | Sell |
580,093
-865
| -0.1% | -$89.1K | 1.8% | 10 |
|
|
2018
Q4 | $56.7M | Buy |
580,958
+2,027
| +0.4% | +$216K | 1.95% | 7 |
|
|
2018
Q3 | $65.3M | Sell |
578,931
-1,937
| -0.3% | -$220K | 2.04% | 8 |
|
|
2018
Q2 | $60.5M | Buy |
580,868
+6,734
| +1% | +$739K | 2% | 7 |
|
|
2018
Q1 | $63.1M | Buy |
574,134
+9,997
| +2% | +$1.13M | 2.12% | 4 |
|
|
2017
Q4 | $60.3M | Sell |
564,137
-3,711
| -0.7% | -$376K | 2.1% | 3 |
|
|
2017
Q3 | $54.2M | Buy |
567,848
+7,953
| +1% | +$733K | 1.98% | 4 |
|
|
2017
Q2 | $51.2M | Buy |
559,895
+6,816
| +1% | +$588K | 1.98% | 4 |
|
|
2017
Q1 | $48.6M | Sell |
553,079
-31,994
| -5% | -$2.82M | 1.96% | 4 |
|
|
2016
Q4 | $50.5M | Sell |
585,073
-1,479
| -0.3% | -$113K | 2.15% | 4 |
|
|
2016
Q3 | $39.1M | Sell |
586,552
-3,030
| -0.5% | -$198K | 1.7% | 6 |
|
|
2016
Q2 | $36.6M | Sell |
589,582
-8,535
| -1% | -$533K | 1.61% | 9 |
|
|
2016
Q1 | $35.4M | Buy |
598,117
+1,324
| +0.2% | +$77.3K | 1.57% | 9 |
|
|
2015
Q4 | $39.4M | Sell |
596,793
-11,079
| -2% | -$721K | 1.79% | 5 |
|
|
2015
Q3 | $37.1M | Sell |
607,872
-1,972
| -0.3% | -$129K | 1.8% | 5 |
|
|
2015
Q2 | $41.3M | Buy |
609,844
+21,595
| +4% | +$1.41M | 1.83% | 5 |
|
|
2015
Q1 | $35.6M | Buy |
588,249
+9,841
| +2% | +$583K | 1.63% | 9 |
|
|
2014
Q4 | $36.2M | Sell |
578,408
-5,543
| -0.9% | -$334K | 1.72% | 8 |
|
|
2014
Q3 | $35.2M | Buy |
583,951
+10,494
| +2% | +$613K | 1.71% | 7 |
|
|
2014
Q2 | $33M | Sell |
573,457
-7,310
| -1% | -$411K | 1.63% | 9 |
|
|
2014
Q1 | $35.3M | Buy |
580,767
+8,447
| +1% | +$488K | 1.81% | 6 |
|
|
2013
Q4 | $33.5M | Buy |
572,320
+6,828
| +1% | +$374K | 1.72% | 8 |
|
|
2013
Q3 | $29.2M | Sell |
565,492
-4,756
| -0.8% | -$255K | 1.58% | 9 |
|
|
2013
Q2 | $30.1M | Buy |
+570,248
| New | +$29M | 1.69% | 7 |
|
Other funds holding JPM
VCM
VPM
Whittier Trust's JPM Position: Q1 2026 in Review
Whittier Trust increased its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, buying an estimated $4.5M and bringing the position to 671,640 shares worth $198M. The position accounts for 2.24% of the portfolio, ranked #9.
Whittier Trust first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $220M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Whittier Trust held 671,640 shares of JPMorgan Chase worth $198M as of Q1 2026.
- Whittier Trust bought 14,829 JPMorgan Chase shares in Q1 2026, an estimated $4.5M.
- JPMorgan Chase made up 2.24% of Whittier Trust's portfolio in Q1 2026, its #9 holding.
- Whittier Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Whittier Trust's JPMorgan Chase position peaked at $220M in Q4 2025.
- 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.