SEC 13F Intelligence

Amg National Trust Bank / JPM

Amg National Trust Bank’s Jpmorgan Chase & Co Position

Does Amg National Trust Bank own Jpmorgan Chase & Co (JPM)? Yes — 78.3K shares worth $23M (+0.50% of its 13F portfolio) as of Q1 2026, up from 67.2K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
78.3K
% of Portfolio
+0.50%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $1MQ4 ’19: $679,000Q4 ’19Q1 ’20: $516,000Q2 ’20: $7MQ3 ’20: $7MQ4 ’20: $10MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $11MQ2 ’24: $14MQ3 ’24: $11MQ4 ’24: $13MQ4 ’24Q1 ’25: $16MQ2 ’25: $19MQ3 ’25: $21MQ4 ’25: $22MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.3K$23M+0.50%
Q4 202567.2K$22M+0.51%
Q3 202566.0K$21M+0.51%
Q2 202566.5K$19M+0.50%
Q1 202566.8K$16M+0.46%
Q4 202452.9K$13M+0.35%
Q3 202454.0K$11M+0.31%
Q2 202468.9K$14M+0.38%
Q1 202453.8K$11M+0.31%
Q4 202352.5K$9M+0.28%
Q3 202352.6K$8M+0.27%
Q2 202353.0K$8M+0.26%
Q1 202354.0K$7M+0.24%
Q4 202255.2K$7M+0.27%
Q3 202269.0K$7M+0.27%
Q2 202255.8K$6M+0.24%
Q1 202257.6K$8M+0.25%
Q4 202157.6K$9M+0.27%
Q3 202160.5K$10M+0.32%
Q2 202161.1K$10M+0.30%
Q1 202162.2K$9M+0.32%
Q4 202075.5K$10M+0.34%
Q3 202074.4K$7M+0.29%
Q2 202075.3K$7M+0.31%
Q1 20205.7K$516,000+0.04%
Q4 20194.9K$679,000+0.04%
Q3 20199.3K$1M+0.06%
Q2 201956.1K$6M+0.37%
Q1 201956.1K$6M+0.35%
Q4 201858.2K$6M+0.39%

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