SEC 13F Intelligence

Florida Trust Wealth Management Co / JPM

Florida Trust Wealth Management Co’s Jpmorgan Chase & Co Position

Does Florida Trust Wealth Management Co own Jpmorgan Chase & Co (JPM)? Yes — 258.0K shares worth $76M (+2.12% of its 13F portfolio) as of Q1 2026, up from 252.7K shares the prior filed quarter.

Position Value
$76M
Q1 2026
Shares
258.0K
% of Portfolio
+2.12%
Quarters Held
10
currently held

Position History JPM

Reported value by quarter
Q4 ’23: $40MQ4 ’23Q1 ’24: $48MQ2 ’24: $50MQ2 ’24Q3 ’24: $52MQ4 ’24: $61MQ4 ’24Q1 ’25: $61MQ2 ’25: $72MQ2 ’25Q3 ’25: $79MQ4 ’25: $81MQ4 ’25Q1 ’26: $76Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026258.0K$76M+2.12%
Q4 2025252.7K$81M+2.25%
Q3 2025250.8K$79M+2.25%
Q2 2025249.8K$72M+2.23%
Q1 2025250.3K$61M+1.99%
Q4 2024252.4K$61M+1.93%
Q3 2024246.0K$52M+1.66%
Q2 2024245.2K$50M+1.70%
Q1 2024240.6K$48M+1.64%
Q4 2023236.6K$40M+1.48%

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