SEC 13F Intelligence

Arbor Trust Wealth Advisors, LLC / JPM

Arbor Trust Wealth Advisors, LLC’s Jpmorgan Chase & Co Position

Does Arbor Trust Wealth Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 15.5K shares worth $5M (+2.00% of its 13F portfolio) as of Q1 2026, down from 16.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
15.5K
% of Portfolio
+2.00%
Quarters Held
26
currently held

Position History JPM

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.5K$5M+2.00%
Q4 202516.1K$5M+2.27%
Q3 202516.7K$5M+2.37%
Q2 202516.8K$5M+2.38%
Q1 202518.3K$4M+2.11%
Q4 202418.7K$4M+2.10%
Q3 202418.8K$4M+2.00%
Q2 202418.8K$4M+2.00%
Q1 202418.8K$4M+2.03%
Q4 202318.6K$3M+1.88%
Q3 202318.5K$3M+1.77%
Q2 202318.5K$3M+1.71%
Q1 202317.1K$2M+1.46%
Q4 202217.1K$2M+1.58%
Q3 202216.8K$2M+1.33%
Q2 202217.5K$2M+1.38%
Q1 202216.6K$2M+1.36%
Q4 202117.6K$3M+1.61%
Q3 202117.6K$3M+1.80%
Q2 202117.2K$3M+1.68%
Q1 202117.0K$3M+1.73%
Q4 202016.9K$2M+1.56%
Q3 202016.6K$2M+1.38%
Q2 202016.2K$2M+1.38%
Q1 202016.5K$1M+1.57%
Q4 201916.6K$2M+1.98%

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