FIRST AMERICAN TRUST, FSB

Position in JPM — Jpmorgan Chase & Co

CIK 36066 SANTA ANA, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$22,610,973

-$2,428,220 QoQ

Shares Held

69,077

-18.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.43%

of 13F equity value

Holder Rank

#940

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Financial Services · as of Jun 30, 2026

FIRST AMERICAN TRUST, FSB holds $50,952,381 across 5 Banks - Diversified names. JPM ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	69,077	$22,610,973
2	C	Citigroup Inc	116,352	$16,284,625
3	BNY	Bank of New York Mellon Corp	76,204	$11,019,859
4	WFC	Wells Fargo & Company/Mn	7,630	$630,543
5	BAC	Bank Of America Corp /De/	7,132	$406,381

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,610,973	69,077	-18.8%	Shares	Sole	2026-08-10
2026-03-31	$25,039,193	85,121	-10.9%	Shares	Sole	2026-05-12
2025-12-31	$30,772,331	95,501	+8.8%	Shares	Sole	2026-02-11
2025-09-30	$27,696,015	87,804	+16.5%	Shares	Sole	2025-11-10
2025-06-30	$21,842,688	75,343	+13.9%	Shares	Sole	2025-08-11
2025-03-31	$16,231,255	66,169	-6.0%	Shares	Sole	2025-05-12
2024-12-31	$16,882,055	70,427	-34.1%	Shares	Sole	2025-02-11
2024-09-30	$22,528,703	106,842	-6.2%	Shares	Sole	2024-11-12
2024-06-30	$23,031,345	113,870	+5.4%	Shares	Sole	2024-08-12
2024-03-31	$21,635,403	108,015	+2.9%	Shares	Sole	2024-05-13
2023-12-31	$17,861,179	105,004	+4.2%	Shares	Sole	2024-01-30
2023-09-30	$14,616,419	100,789	-1.8%	Shares	Sole	2023-10-31
2023-06-30	$14,923,597	102,610	-0.1%	Shares	Sole	2023-07-26
2023-03-31	$13,389,221	102,749	+1.1%	Shares	Sole	2023-04-26
2022-12-31	$13,630,594	101,645	+3.4%	Shares	Sole	2023-01-25
2022-09-30	$10,277,574	98,350	-1.4%	Shares	Sole	2022-10-18
2022-06-30	$11,234,311	99,763	+2.0%	Shares	Sole	2022-07-19
2022-03-31	$13,331,959	97,799	+3.8%	Shares	Sole	2022-04-12
2021-12-31	$14,915,619	94,194	+3.0%	Shares	Sole	2022-01-11
2021-09-30	$14,974,688	91,482	+4.0%	Shares	Sole	2021-10-21
2021-06-30	$13,685,497	87,987	-3.7%	Shares	Sole	2021-07-29
2021-03-31	$13,908,189	91,363	+3.8%	Shares	Sole	2021-04-27
2020-12-31	$11,186,479	88,034	+54.1%	Shares	Sole	2021-01-28
2020-09-30	$5,500,771	57,139	+1.2%	Shares	Sole	2020-10-14
2020-06-30	$5,311,003	56,464	+2.1%	Shares	Sole	2020-07-08
2020-03-31	$4,978,568	55,299	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.