TOWER TRUST & INVESTMENT Co

Position in JPM — Jpmorgan Chase & Co

CIK 2067591 DAVENPORT, IA

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,508,643

+$289,507 QoQ

Shares Held

13,774

-4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.36%

of 13F equity value

Holder Rank

#2,192

of 5,056 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TOWER TRUST & INVESTMENT Co holds $7,286,215 across 5 Banks - Diversified names. JPM ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,774	$4,508,643
2	C	Citigroup Inc	11,715	$1,639,631
3	WFC	Wells Fargo & Company/Mn	8,908	$736,157
4	BNY	Bank of New York Mellon Corp	2,739	$396,086
5	BAC	Bank Of America Corp /De/	100	$5,698

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,508,643	13,774	-4.0%	Shares	Sole	2026-07-09
2026-03-31	$4,219,136	14,343	-0.3%	Shares	Sole	2026-04-08
2025-12-31	$4,634,490	14,383	-6.4%	Shares	Sole	2026-01-21
2025-09-30	$4,849,105	15,373	-3.1%	Shares	Sole	2025-10-14
2025-06-30	$4,600,871	15,870	+1.9%	Shares	Sole	2025-07-16
2025-03-31	$3,819,075	15,569	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.