AMG National Trust Bank
BankPosition in JPM — Jpmorgan Chase & Co
CIK 1388829
GREENWOOD VILLAGE, CO
Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,611,307
-$1,423,185 QoQ
Shares Held
66,023
-15.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#954
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2021CallValue
$777,700
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AMG National Trust Bank holds $32,431,511 across 6 Banks - Diversified names. JPM ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
66,023 | $21,611,307 | |
| 2 | RY |
Royal Bank Of Canada
|
16,101 | $3,332,423 | |
| 3 | C |
Citigroup Inc
|
20,412 | $2,856,861 | |
| 4 | BAC |
Bank Of America Corp /De/
|
44,072 | $2,511,221 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
15,637 | $1,292,241 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,722 | $827,458 |
All Filings in JPM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,611,307 | 66,023 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $23,034,492 | 78,306 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $21,640,939 | 67,162 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $20,806,708 | 65,963 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $19,272,346 | 66,477 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,386,775 | 66,803 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $12,678,740 | 52,892 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $11,382,854 | 53,983 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $13,927,016 | 68,857 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $10,766,925 | 53,754 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,922,084 | 52,452 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $7,634,142 | 52,642 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,708,319 | 53,000 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $7,034,654 | 53,984 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $7,407,415 | 55,238 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,205,588 | 68,953 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $6,288,479 | 55,843 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $7,854,076 | 57,615 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $9,128,244 | 57,646 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $9,901,608 | 60,490 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $777,700 | 5,000 | Call | Sole | 2021-08-03 | |
| 2021-06-30 | $9,505,049 | 61,110 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $761,150 | 5,000 | Call | Sole | 2021-05-11 | |
| 2021-03-31 | $9,474,795 | 62,240 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,588,448 | 75,458 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $635,350 | 5,000 | Call | Sole | 2021-02-10 | |
| 2020-09-30 | $7,161,717 | 74,392 | Shares | Sole | 2020-10-22 | |
| 2020-09-30 | $481,350 | 5,000 | Call | Sole | 2020-10-22 | |
| 2020-06-30 | $7,086,198 | 75,337 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $515,961 | 5,731 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||