National Philanthropic Trust

Position in JPM — Jpmorgan Chase & Co

CIK 1785342 Jenkintown, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,940,030

+$3,664,421 QoQ

Shares Held

30,367

+42.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,452

of 5,048 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

National Philanthropic Trust holds $13,229,931 across 7 Banks - Diversified names. JPM ranks #1 (75.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	30,367	$9,940,030
2	WFC	Wells Fargo & Company/Mn	25,860	$2,137,070
3	BAC	Bank Of America Corp /De/	5,295	$301,709
4	HSBC	Hsbc Holdings PLC	2,599	$247,138
5	TD	Toronto Dominion Bank	1,946	$236,302
6	RY	Royal Bank Of Canada	1,056	$218,560
7	SAN	Banco Santander, S.A.	10,806	$149,122

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,940,030	30,367	+42.3%	Shares	Sole	2026-08-14
2026-03-31	$6,275,609	21,334	-7.4%	Shares	Sole	2026-05-15
2025-12-31	$7,421,371	23,032	+45.7%	Shares	Sole	2026-05-15
2025-09-30	$4,985,371	15,805	+6.3%	Shares	Sole	2026-05-15
2025-06-30	$4,310,961	14,870	+15.7%	Shares	Sole	2026-05-15
2025-03-31	$3,151,859	12,849	-25.1%	Shares	Sole	2026-05-15
2024-12-31	$4,114,861	17,166	+32.8%	Shares	Sole	2026-05-15
2024-09-30	$2,725,154	12,924	+0.1%	Shares	Sole	2026-05-15
2024-06-30	$2,611,783	12,913	-12.5%	Shares	Sole	2026-05-15
2024-03-31	$2,957,629	14,766	+125.9%	Shares	Sole	2026-05-15
2023-12-31	$1,111,943	6,537	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.