Stocks

Whittier Trust Co. Boosts Stake in JPMorgan Chase & Co.

Guavy AI Editorial Team Published August 26, 2026

Instruments

JPM

JPMorgan Chase & Co. is one of Whittier Trust Co.'s largest holdings, comprising about 2.2% of its investment portfolio. According to a recent filing with the Securities and Exchange Commission (SEC), Whittier Trust Co. increased its stake in JPMorgan by 0.8% during the second quarter.

The fund now owns 676,814 shares of JPMorgan's stock, acquired through an additional 5,174 shares purchased during the period. The total value of Whittier Trust Co.'s holdings in JPMorgan was $228,574,000 as of its most recent filing with the SEC.

Whittier Trust Co.'s position in JPMorgan is among several other institutional investors that have recently made changes to their positions in the company. These include Timmons Wealth Management LLC and MBM Wealth Consultants LLC, both of which purchased new stakes in JPMorgan during the second quarter.

Whittier Trust Co. Boosts Stake in JPMorgan Chase & Co.

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