First National Bank of Mount Dora, Trust Investment Services

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1423045 Mount Dora, FL

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$13,423,802

+$1,299,116 QoQ

Shares Held

41,010

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.22%

of 13F equity value

Holder Rank

#1,234

of 5,058 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 97% Shared 2% None 1%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

First National Bank of Mount Dora, Trust Investment Services holds $14,985,226 across 3 Banks - Diversified names. JPM ranks #1 (89.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	41,010	$13,423,802
2	C	Citigroup Inc	7,573	$1,059,917
3	BNY	Bank of New York Mellon Corp	3,468	$501,507

All Filings in JPM

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22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,423,802	41,010	-0.5%	Shares	Sole	2026-07-08
2026-03-31	$12,124,686	41,218	+18.7%	Shares	Sole	2026-06-08
2025-12-31	$11,189,411	34,726	-2.0%	Shares	Sole	2026-06-08
2025-09-30	$11,177,892	35,437	-20.0%	Shares	Sole	2026-06-08
2025-06-30	$12,838,664	44,285	+1.2%	Shares	Sole	2025-07-29
2025-03-31	$10,737,270	43,772	+72.5%	Shares	Sole	2025-04-15
2024-12-31	$6,084,318	25,382	-1.2%	Shares	Sole	2025-01-15
2024-09-30	$5,415,095	25,681	-3.2%	Shares	Sole	2024-10-30
2024-06-30	$5,365,350	26,527	-4.8%	Shares	Sole	2024-07-11
2024-03-31	$5,583,361	27,875	-2.8%	Shares	Sole	2024-04-10
2023-12-31	$4,876,426	28,668	+0.6%	Shares	Sole	2024-01-05
2023-09-30	$4,134,374	28,509	+0.2%	Shares	Sole	2023-10-10
2023-06-30	$4,136,604	28,442	-10.6%	Shares	Sole	2023-07-07
2023-03-31	$4,145,942	31,816	+29.1%	Shares	Sole	2023-04-12
2022-12-31	$3,304,626	24,643	-0.0%	Shares	Sole	2023-01-05
2022-09-30	$2,576,133	24,652	+56.8%	Shares	Sole	2022-10-06
2022-06-30	$1,770,116	15,719	+321.6%	Shares	Sole	2022-07-13
2021-12-31	$590,328	3,728	+11.9%	Shares	Sole	2022-01-10
2021-09-30	$545,414	3,332	+2.5%	Shares	Sole	2021-10-06
2021-06-30	$505,504	3,250	-8.1%	Shares	Sole	2021-07-02
2021-03-31	$538,132	3,535	+7.2%	Shares	Sole	2021-04-05
2020-12-31	$419,203	3,299	—	Shares	Sole	2021-01-06
No filing history on record for this holder in this stock.