SEC 13F Intelligence

Security National Trust Co / JPM

Security National Trust Co’s Jpmorgan Chase & Co Position

Does Security National Trust Co own Jpmorgan Chase & Co (JPM)? Yes — 43.3K shares worth $7M (+1.56% of its 13F portfolio) as of Q3 2021.

Position Value
$7M
Q3 2021
Shares
43.3K
% of Portfolio
+1.56%
Quarters Held
12
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ2 ’19Q3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ2 ’21Q3 ’21: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202143.3K$7M+1.56%
Q2 202143.3K$7M+1.50%
Q1 202144.3K$7M+1.59%
Q4 202045.5K$6M+1.44%
Q3 202045.8K$4M+1.24%
Q2 202045.5K$4M+1.28%
Q1 202045.3K$4M+1.49%
Q4 201945.9K$6M+1.87%
Q3 201946.5K$5M+1.72%
Q2 201946.9K$5M+1.65%
Q1 201947.7K$5M+1.55%
Q4 201845.6K$4M+1.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Security National Trust Co’s full portfolio or all institutional holders of JPM.