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Livermore
Livermore
ZHEN

Charter Trust Co

SEC CIK
0001035463
Latest filing
Jul 15, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
75,397
Value
$24.7M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of JPM by Charter Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202675,397$24.7M1.3%−446−0.6%ReducedHolders
Q1 202675,843$22.3M1.3%−1,333−1.7%ReducedHolders
Q4 202577,176$24.9M1.4%−1,186−1.5%ReducedHolders
Q3 202578,362$24.7M1.5%−1,447−1.8%ReducedHolders
Q2 202579,809$23.1M1.5%−2,254−2.7%ReducedHolders
Q1 202582,063$20.1M1.3%−3,823−4.5%ReducedHolders
Q4 202485,886$20.6M1.3%+916+1.1%AddedHolders
Q3 202484,970$17.9M1.1%−2,174−2.5%ReducedHolders
Q2 202487,144$17.6M1.2%−1,609−1.8%ReducedHolders
Q1 202488,753$17.8M1.2%+2,552+3.0%AddedHolders
Q4 202386,201$14.7M1.1%−400.0%ReducedHolders
Q3 202386,241$12.5M1.0%−1,642−1.9%ReducedHolders
Q2 202387,883$12.8M1.0%−3,712−4.1%ReducedHolders
Q1 202391,595$11.9M1.0%−3,186−3.4%ReducedHolders
Q4 202294,781$12.7M1.0%−1,163−1.2%ReducedHolders
Q3 202295,944$10.0M0.9%+1,099+1.2%AddedHolders
Q2 202294,845$10.7M0.9%+10,614+12.6%AddedHolders
Q1 202284,231$11.5M1.0%−624−0.7%ReducedHolders
Q4 202184,855$13.4M1.1%+2,384+2.9%AddedHolders
Q3 202182,471$13.5M1.3%−1,044−1.3%ReducedHolders
Q2 202183,515$13.0M1.2%−1,357−1.6%ReducedHolders
Q1 202184,872$12.9M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.