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Sanibel Captiva Trust Company’s JPMorgan Chase JPM Stock Holding History

Sanibel Captiva Trust Company’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 		$85.6M Buy
261,453
+3,424
+1% +$1.06M 2.13% 8
2026
Q1 		$75.9M Buy
258,029
+5,285
+2% +$1.6M 2.12% 8
2025
Q4 		$81.4M Buy
252,744
+1,988
+0.8% +$615K 2.25% 7
2025
Q3 		$79.1M Buy
250,756
+961
+0.4% +$286K 2.25% 7
2025
Q2 		$72.4M Sell
249,795
-493
-0.2% -$126K 2.23% 7
2025
Q1 		$61.4M Sell
250,288
-2,102
-0.8% -$536K 2% 10
2024
Q4 		$60.5M Buy
252,390
+6,341
+3% +$1.48M 1.93% 10
2024
Q3 		$51.9M Buy
246,049
+866
+0.4% +$182K 1.66% 13
2024
Q2 		$49.6M Buy
245,183
+4,550
+2% +$890K 1.7% 12
2024
Q1 		$48.2M Buy
240,633
+4,075
+2% +$735K 1.64% 14
2023
Q4 		$40.2M Buy
+236,558
New +$35.8M 1.48% 15

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 22.94% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sanibel Captiva Trust Company's JPM Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $1.06M and bringing the position to 261,453 shares worth $85.6M. The position accounts for 2.13% of the portfolio, ranked #8.

Sanibel Captiva Trust Company first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,832 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sanibel Captiva Trust Company held 261,453 shares of JPMorgan Chase worth $85.6M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 3,424 JPMorgan Chase shares in Q2 2026, an estimated $1.06M.
  • JPMorgan Chase made up 2.13% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #8 holding.
  • Sanibel Captiva Trust Company first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 2,832 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.