AAFMAA Wealth Management & Trust LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1846160 FAYETTEVILLE, NC

Position in JPM

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

Position Value

$2,912,582

+$110,709 QoQ

Shares Held

8,898

-6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.04%

of 13F equity value

Holder Rank

#2,599

of 5,058 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

AAFMAA Wealth Management & Trust LLC holds $3,500,749 across 2 Banks - Diversified names. JPM ranks #1 (83.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co This page	8,898	$2,912,582
2	BNS	Bank Of Nova Scotia	6,773	$588,167

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,912,582	8,898	-6.6%	Shares	Other	2026-07-08
2026-03-31	$2,801,873	9,525	-0.2%	Shares	Sole	2026-04-08
2025-12-31	$3,074,300	9,541	-61.8%	Shares	Sole	2026-01-07
2024-06-30	$5,056,500	25,000	0.0%	Shares	Sole	2024-07-19
2024-03-31	$5,007,500	25,000	-8.2%	Shares	Sole	2024-05-02
2023-12-31	$4,633,524	27,240	-0.9%	Shares	Sole	2024-02-12
2023-09-30	$3,985,583	27,483	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$4,023,887	27,667	-48.2%	Shares	Sole	2023-08-04
2023-03-31	$6,964,417	53,445	+87.3%	Shares	Sole	2023-04-27
2022-12-31	$3,826,409	28,534	-1.0%	Shares	Sole	2023-01-27
2022-09-30	$3,010,436	28,808	+0.8%	Shares	Sole	2022-11-08
2022-06-30	$3,217,718	28,574	-5.4%	Shares	Sole	2022-08-12
2022-03-31	$4,115,637	30,191	+488.4%	Shares	Sole	2022-07-19
2021-12-31	$812,493	5,131	+1.6%	Shares	Sole	2022-01-20
2021-09-30	$826,634	5,050	-83.0%	Shares	Sole	2021-10-12
2021-06-30	$4,615,182	29,672	+58.4%	Shares	Sole	2021-07-29
2021-03-31	$2,851,420	18,731	-45.6%	Shares	Sole	2021-04-29
2020-12-31	$4,379,086	34,462	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.