FNBOMD
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First National Bank of Mount Dora’s JPMorgan Chase JPM Stock Holding History

First National Bank of Mount Dora’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 		$13.4M Sell
41,010
-208
-0.5% -$64.6K 2.69% 9
2026
Q1 		$12.1M Buy
41,218
+6,492
+19% +$1.97M 2.62% 7
2025
Q4 		$11.2M Sell
34,726
-711
-2% -$220K 2.45% 10
2025
Q3 		$11.2M Sell
35,437
-8,848
-20% -$2.63M 2.47% 9
2025
Q2 		$12.8M Buy
44,285
+513
+1% +$131K 2.9% 6
2025
Q1 		$10.7M Buy
43,772
+18,390
+72% +$4.69M 2.62% 9
2024
Q4 		$6.08M Sell
25,382
-299
-1% -$69.6K 1.42% 25
2024
Q3 		$5.42M Sell
25,681
-846
-3% -$178K 1.23% 32
2024
Q2 		$5.37M Sell
26,527
-1,348
-5% -$264K 1.29% 26
2024
Q1 		$5.58M Sell
27,875
-793
-3% -$143K 1.36% 28
2023
Q4 		$4.88M Buy
28,668
+159
+0.6% +$24.1K 1.3% 34
2023
Q3 		$4.13M Buy
28,509
+67
+0.2% +$10K 1.22% 33
2023
Q2 		$4.14M Sell
28,442
-3,374
-11% -$464K 1.18% 35
2023
Q1 		$4.15M Buy
31,816
+7,173
+29% +$983K 1.25% 34
2022
Q4 		$3.31M Sell
24,643
-9
-0% -$1.14K 1.09% 36
2022
Q3 		$2.58M Buy
24,652
+8,933
+57% +$1.03M 0.91% 41
2022
Q2 		$1.77M Buy
+15,719
New +$1.95M 0.61% 52
2022
Q1 		– Sell
-3,728
Closed -$590K – 130
2021
Q4 		$590K Buy
3,728
+396
+12% +$65K 0.17% 80
2021
Q3 		$545K Buy
3,332
+82
+3% +$12.9K 0.18% 83
2021
Q2 		$505K Sell
3,250
-285
-8% -$44.8K 0.17% 80
2021
Q1 		$538K Buy
3,535
+236
+7% +$34K 0.19% 80
2020
Q4 		$419K Buy
+3,299
New +$369K 0.15% 72

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

First National Bank of Mount Dora's JPM Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its JPMorgan Chase (JPM) stake by 0.5% in Q2 2026, selling an estimated $64.6K and leaving 41,010 shares worth $13.4M. The position accounts for 2.69% of the portfolio, ranked #9.

First National Bank of Mount Dora first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • First National Bank of Mount Dora held 41,010 shares of JPMorgan Chase worth $13.4M as of Q2 2026.
  • First National Bank of Mount Dora sold 208 JPMorgan Chase shares in Q2 2026, an estimated $64.6K.
  • JPMorgan Chase made up 2.69% of First National Bank of Mount Dora's portfolio in Q2 2026, its #9 holding.
  • First National Bank of Mount Dora first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.