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Matrix Trust Co

SEC CIK
0001784277
Latest filing
Jul 9, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Matrix 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)
6,964
Value
$2.28M
% of portfolio
0.3%
Quarters held
18
Since Q1 2022
Holdings of JPM by Matrix Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,964$2.28M0.3%−2,366−25.4%ReducedHolders
Q1 20269,330$2.75M0.5%−38−0.4%ReducedHolders
Q4 20259,368$3.02M0.5%−213−2.2%ReducedHolders
Q3 20259,581$3.02M0.5%−371−3.7%ReducedHolders
Q2 20259,952$2.88M0.5%−73−0.7%ReducedHolders
Q1 202510,025$2.46M0.4%−154−1.5%ReducedHolders
Q4 202410,179$2.44M0.4%+43+0.4%AddedHolders
Q3 202410,136$2.14M0.4%−21−0.2%ReducedHolders
Q2 202410,157$2.05M0.5%+79+0.8%AddedHolders
Q1 202410,078$2.02M0.5%+129+1.3%AddedHolders
Q4 20239,949$1.69M0.4%−97−1.0%ReducedHolders
Q3 202310,046$1.46M0.4%−3,226−24.3%ReducedHolders
Q2 202313,272$1.93M0.5%+914+7.4%AddedHolders
Q1 202312,358$1.61M0.4%+4,495+57.2%AddedHolders
Q4 20227,863$1.05M0.3%+1,925+32.4%AddedHolders
Q3 20225,938$621.0K0.2%+1,726+41.0%AddedHolders
Q2 20224,212$474.0K0.1%+2,760+190.1%AddedHolders
Q1 20221,452$198.0K<0.1%+1,452NewHolders