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AMG National Trust Bank’s JPMorgan Chase JPM Stock Holding History

AMG National Trust Bank’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,000
Closed -$778K – 461
2021
Q2 		$778K Hold
5,000
– – 0.02% 309
2021
Q1 		$761K Hold
5,000
– – 0.03% 306
2020
Q4 		$635K Hold
5,000
– – 0.02% 318
2020
Q3 		$481K Buy
+5,000
New +$491K 0.02% 323

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

AMG National Trust Bank's JPM Position: Q2 2026 in Review

AMG National Trust Bank reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $3.81M and leaving 66,023 shares worth $21.6M. The position accounts for 0.44% of the portfolio, ranked #44.

AMG National Trust Bank first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $23M in Q1 2026. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AMG National Trust Bank held 66,023 shares of JPMorgan Chase worth $21.6M as of Q2 2026.
  • AMG National Trust Bank sold 12,283 JPMorgan Chase shares in Q2 2026, an estimated $3.81M.
  • JPMorgan Chase made up 0.44% of AMG National Trust Bank's portfolio in Q2 2026, its #44 holding.
  • AMG National Trust Bank first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • AMG National Trust Bank's JPMorgan Chase position peaked at $23M in Q1 2026.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.