City National Bank of Florida’s JPMorgan Chase JPM Stock Holding History

City National Bank of Florida’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
2026 Q2	$1.99M	Buy	6,085 +1,624	+36%	+$504K	0.84%	25
2026 Q1	$1.31M	Buy	4,461 +513	+13%	+$156K	0.78%	23
2025 Q4	$1.27M	Buy	3,948 +216	+6%	+$66.9K	0.83%	21
2025 Q3	$1.18M	Buy	3,732 +281	+8%	+$83.6K	0.78%	19
2025 Q2	$1M	Buy	3,451 +294	+9%	+$75K	0.73%	26
2025 Q1	$774K	Buy	3,157 +861	+38%	+$220K	0.7%	23
2024 Q4	$550K	Buy	+2,296	New	+$535K	0.5%	39

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

City National Bank of Florida's JPM Position: Q2 2026 in Review

City National Bank of Florida increased its JPMorgan Chase (JPM) stake by 36% in Q2 2026, buying an estimated $504K and bringing the position to 6,085 shares worth $1.99M. The position accounts for 0.84% of the portfolio, ranked #25.

City National Bank of Florida first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 4,030 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

City National Bank of Florida held 6,085 shares of JPMorgan Chase worth $1.99M as of Q2 2026.
City National Bank of Florida bought 1,624 JPMorgan Chase shares in Q2 2026, an estimated $504K.
JPMorgan Chase made up 0.84% of City National Bank of Florida's portfolio in Q2 2026, its #25 holding.
City National Bank of Florida first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
4,030 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.