Members Trust Co

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1677560 TAMPA, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,414,051

+$357,730 QoQ

Shares Held

10,430

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#2,441

of 5,058 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 91% Shared 9% None 0%

Financial Services · as of Jun 30, 2026

Members Trust Co holds $4,382,068 across 4 Banks - Diversified names. JPM ranks #1 (77.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,430	$3,414,051
2	WFC	Wells Fargo & Company/Mn	4,664	$385,432
3	BAC	Bank Of America Corp /De/	5,835	$332,477
4	C	Citigroup Inc	1,787	$250,108

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,414,051	10,430	+0.4%	Shares	Sole	2026-07-31
2026-03-31	$3,056,321	10,390	-1.7%	Shares	Sole	2026-05-04
2025-12-31	$3,407,153	10,574	-1.7%	Shares	Sole	2026-01-15
2025-09-30	$3,392,448	10,755	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$3,109,574	10,726	+11.4%	Shares	Sole	2025-07-30
2025-03-31	$2,361,993	9,629	+21.6%	Shares	Sole	2025-05-02
2024-12-31	$1,898,263	7,919	-3.6%	Shares	Sole	2025-01-30
2024-09-30	$1,732,636	8,217	+0.5%	Shares	Sole	2024-10-15
2024-06-30	$1,653,677	8,176	-1.1%	Shares	Sole	2024-07-29
2024-03-31	$1,656,681	8,271	-8.2%	Shares	Sole	2024-04-25
2023-12-31	$1,533,111	9,013	+6.4%	Shares	Sole	2024-01-30
2023-09-30	$1,228,609	8,472	-4.9%	Shares	Sole	2023-10-06
2023-06-30	$1,296,306	8,913	-8.9%	Shares	Sole	2023-07-18
2022-09-30	$1,022,741	9,787	+19.7%	Shares	Sole	2022-11-07
2022-06-30	$920,924	8,178	-0.9%	Shares	Sole	2022-08-03
2022-03-31	$1,125,048	8,253	-4.7%	Shares	Sole	2022-08-03
2021-12-31	$1,371,152	8,659	+7.6%	Shares	Sole	2022-01-24
2021-09-30	$1,316,886	8,045	+12.1%	Shares	Sole	2021-11-10
2021-06-30	$1,116,155	7,176	+11.8%	Shares	Sole	2021-08-06
2021-03-31	$977,012	6,418	-3.1%	Shares	Sole	2021-05-26
2020-12-31	$841,838	6,625	+1.9%	Shares	Sole	2021-01-25
2020-09-30	$625,851	6,501	+5.3%	Shares	Sole	2020-11-09
2020-06-30	$580,725	6,174	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.