JWM
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JPL Wealth Management’s First Horizon FHN Stock Holding History

JPL Wealth Management’s Portfolio FHN Stock Details FHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5K Sell
955
-33
-3% -$805 ﹤0.01% 394
2026
Q1 		$22.5K Buy
+988
New +$23.6K 0.01% 373
2025
Q4 		– Sell
-736
Closed -$16.6K – 467
2025
Q3 		$16.6K Buy
+736
New +$16.4K ﹤0.01% 442

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JPL Wealth Management's FHN Position: Q2 2026 in Review

JPL Wealth Management reduced its First Horizon (FHN) stake by 3.3% in Q2 2026, selling an estimated $805 and leaving 955 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

JPL Wealth Management first reported a position in FHN in Q3 2025 and has held it in 3 quarters since. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • JPL Wealth Management held 955 shares of First Horizon worth $24.5K as of Q2 2026.
  • JPL Wealth Management sold 33 First Horizon shares in Q2 2026, an estimated $805.
  • First Horizon made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #394 holding.
  • JPL Wealth Management first reported a position in First Horizon in Q3 2025 and has held it in 3 quarters since.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.