PHILADELPHIA TRUST CO

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1110806 PHILADELPHIA, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,495,509

+$729,692 QoQ

Shares Held

32,064

-3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,403

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PHILADELPHIA TRUST CO holds $23,515,844 across 4 Banks - Diversified names. JPM ranks #2 (44.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	186,311	$10,616,000
2	JPM	Jpmorgan Chase & Co This page	32,064	$10,495,509
3	C	Citigroup Inc	11,496	$1,608,980
4	BNY	Bank of New York Mellon Corp	5,500	$795,355

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,495,509	32,064	-3.4%	Shares	Sole	2026-08-10
2026-03-31	$9,765,817	33,199	-0.1%	Shares	Sole	2026-05-13
2025-12-31	$10,705,437	33,224	-2.0%	Shares	Sole	2026-02-12
2025-09-30	$10,695,915	33,909	-1.4%	Shares	Sole	2025-11-13
2025-06-30	$9,969,425	34,388	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$8,447,641	34,438	-4.2%	Shares	Sole	2025-05-13
2024-12-31	$8,621,170	35,965	-4.9%	Shares	Sole	2025-02-13
2024-09-30	$7,974,092	37,817	-1.2%	Shares	Sole	2024-11-13
2024-06-30	$7,739,074	38,263	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$7,624,219	38,064	+4.7%	Shares	Sole	2024-05-13
2023-12-31	$6,183,815	36,354	-4.7%	Shares	Sole	2024-02-09
2023-09-30	$5,532,803	38,152	+0.2%	Shares	Sole	2023-11-09
2023-06-30	$5,535,737	38,062	-8.0%	Shares	Sole	2023-08-07
2023-03-31	$5,393,791	41,392	-37.4%	Shares	Sole	2023-05-12
2022-12-31	$8,864,948	66,107	+55.3%	Shares	Sole	2023-02-07
2022-09-30	$4,449,296	42,577	-7.1%	Shares	Sole	2022-11-10
2022-06-30	$5,162,267	45,842	-21.2%	Shares	Sole	2022-08-15
2022-03-31	$7,935,323	58,211	-18.0%	Shares	Sole	2022-05-05
2021-12-31	$11,245,541	71,017	+23.5%	Shares	Sole	2022-02-09
2021-09-30	$9,412,829	57,504	-2.6%	Shares	Sole	2021-11-15
2021-06-30	$9,187,281	59,067	+0.7%	Shares	Sole	2021-08-13
2021-03-31	$8,930,877	58,667	+0.7%	Shares	Sole	2021-05-14
2020-12-31	$7,403,987	58,267	+0.5%	Shares	Sole	2021-02-08
2020-09-30	$5,582,986	57,993	+2.8%	Shares	Sole	2020-11-12
2020-06-30	$5,304,137	56,391	+101.1%	Shares	Sole	2020-08-14
2020-03-31	$2,525,161	28,048	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.