SEC 13F Intelligence

Private Trust Co Na / JPM

Private Trust Co Na’s Jpmorgan Chase & Co Position

Does Private Trust Co Na own Jpmorgan Chase & Co (JPM)? Yes37.0K shares worth $11M (+0.97% of its 13F portfolio) as of Q1 2026, up from 36.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
37.0K
% of Portfolio
+0.97%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $8MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $12MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $8MQ4 ’20: $10MQ4 ’20Q1 ’21: $12MQ2 ’21: $14MQ3 ’21: $15MQ4 ’21: $14MQ4 ’21Q1 ’22: $11MQ2 ’22: $11MQ3 ’22: $5MQ4 ’22: $5,800Q4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $9MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $12MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.0K$11M+0.97%
Q4 202536.8K$12M+1.04%
Q3 202537.7K$12M+1.05%
Q2 202542.2K$12M+1.16%
Q1 202540.9K$10M+1.03%
Q4 202439.4K$9M+0.97%
Q3 202441.9K$9M+0.89%
Q2 202442.3K$9M+0.92%
Q1 202444.0K$9M+0.95%
Q4 202346.6K$8M+0.93%
Q3 202349.0K$7M+0.94%
Q2 202347.8K$7M+0.88%
Q1 202346.0K$6M+0.82%
Q4 202243.3K$5,800+0.86%
Q3 202245.5K$5M+0.77%
Q2 202282.7K$11M+1.76%
Q1 202282.7K$11M+1.76%
Q4 202186.8K$14M+1.90%
Q3 202190.4K$15M+2.15%
Q2 202188.7K$14M+2.09%
Q1 202181.4K$12M+2.01%
Q4 202080.8K$10M+1.73%
Q3 202087.8K$8M+1.63%
Q2 202080.7K$8M+1.61%
Q1 202073.3K$7M+1.71%
Q4 201986.3K$12M+2.23%
Q3 201986.2K$10M+2.00%
Q2 201986.6K$10M+1.95%
Q1 201981.9K$8M+1.72%
Q4 201882.2K$8M+1.91%

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