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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JPL Wealth Management's FHN Position: Q1 2026 in Review

JPL Wealth Management opened a new position in First Horizon (FHN) in Q1 2026: 988 shares worth $22.5K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in FHN as recently as Q3 2025.

JPL Wealth Management first reported a position in FHN in Q3 2025 and has held it in 2 quarters since. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • JPL Wealth Management held 988 shares of First Horizon worth $22.5K as of Q1 2026.
  • First Horizon was a new JPL Wealth Management position in Q1 2026.
  • First Horizon made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #373 holding.
  • JPL Wealth Management first reported a position in First Horizon in Q3 2025 and has held it in 2 quarters since.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.