Florida Trust Wealth Management Co

Position in JPM — Jpmorgan Chase & Co

CIK 1651023 SANIBEL, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$85,581,410

+$9,679,601 QoQ

Shares Held

261,453

+1.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

2.68%

of 13F equity value

Holder Rank

#438

of 5,058 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $112,882,838 across 11 Banks - Diversified names. JPM ranks #1 (75.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	261,453	$85,581,410
2	BAC	Bank Of America Corp /De/	260,750	$14,857,534
3	C	Citigroup Inc	28,418	$3,977,382
4	BNY	Bank of New York Mellon Corp	19,864	$2,872,533
5	WFC	Wells Fargo & Company/Mn	31,186	$2,577,210
6	SAN	Banco Santander, S.A.	45,831	$632,467
7	MUFG	Mitsubishi Ufj Financial Group Inc	31,016	$616,907
8	HSBC	Hsbc Holdings PLC	5,289	$502,930

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,581,410	261,453	+1.3%	Shares	Defined	2026-07-27
2026-03-31	$75,901,809	258,029	+2.1%	Shares	Sole	2026-05-15
2025-12-31	$81,439,171	252,744	+0.8%	Shares	Defined	2026-01-20
2025-09-30	$79,095,964	250,756	+0.4%	Shares	Defined	2025-10-29
2025-06-30	$72,418,068	249,795	-0.2%	Shares	Defined	2025-08-13
2025-03-31	$61,395,646	250,288	-0.8%	Shares	Defined	2025-04-15
2024-12-31	$60,500,406	252,390	+2.6%	Shares	Defined	2025-01-15
2024-09-30	$51,881,891	246,049	+0.4%	Shares	Defined	2024-10-08
2024-06-30	$49,590,713	245,183	+1.9%	Shares	Defined	2024-07-22
2024-03-31	$48,198,789	240,633	+1.7%	Shares	Defined	2024-05-21
2023-12-31	$40,238,515	236,558	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.