MOODY NATIONAL BANK TRUST DIVISION
BankPosition in JPM — Jpmorgan Chase & Co
CIK 1092903
GALVESTON, TX
Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,232,682
+$557,898 QoQ
Shares Held
22,096
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,748
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $17,968,155 across 7 Banks - Diversified names. JPM ranks #1 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
22,096 | $7,232,682 | |
| 2 | BAC |
Bank Of America Corp /De/
|
70,287 | $4,004,953 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
34,229 | $2,828,683 | |
| 4 | C |
Citigroup Inc
|
13,517 | $1,891,838 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,316 | $1,347,186 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,351 | $345,110 | |
| 7 | SAN |
Banco Santander, S.A.
|
23,022 | $317,703 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,232,682 | 22,096 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $6,674,784 | 22,691 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $7,280,883 | 22,596 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $10,463,127 | 33,171 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $9,557,462 | 32,967 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $7,902,830 | 32,217 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $7,831,085 | 32,669 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $7,247,257 | 34,370 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $6,945,001 | 34,337 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $6,586,063 | 32,881 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $5,649,190 | 33,211 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $9,152,647 | 63,113 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $9,018,298 | 62,007 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $8,141,246 | 62,476 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $8,316,211 | 62,015 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $6,566,466 | 62,837 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $6,990,490 | 62,077 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $8,769,737 | 64,332 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $11,309,515 | 71,421 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $50,976,830 | 311,423 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $48,508,570 | 311,872 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $47,624,698 | 312,847 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $39,804,549 | 313,249 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $30,008,513 | 311,712 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $29,296,585 | 311,467 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $28,132,213 | 312,476 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||