JPM JPMORGAN & CHASE & CO COM

Ownership history in FIRST NATIONAL TRUST CO  ·  94 quarters on record

AI Ownership Summary

FIRST NATIONAL TRUST CO reported JPMORGAN & CHASE & CO COM (JPM) in 94 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.99% in 2025 Q2. The latest visible filing shows JPM at 1.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST NATIONAL TRUST CO's position in JPMORGAN & CHASE & CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPM was reported at 1.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.99% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST NATIONAL TRUST CO held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 178,857 +1,772 +1.0% 1.92% $57.6M 2026-02-14 (Est.) $301.01
2025 Q3 REDUCED 177,085 -6,601 -3.6% 1.91% $55.9M 2025-11-06 $310.42
2025 Q2 REDUCED 183,686 -2,297 -1.2% 1.99% $53.3M 2025-08-01 $285.22
2025 Q1 REDUCED 185,983 -7,128 -3.7% 1.84% $45.6M 2025-05-08 $248.63
2024 Q4 REDUCED 193,111 -1,252 -0.6% 1.74% $46.3M 2025-02-10 $264.24
2024 Q3 REDUCED 194,363 -1,350 -0.7% 1.58% $41.0M 2024-11-05 $214.83
2024 Q2 REDUCED 195,713 -5,999 -3.0% 1.63% $39.6M 2024-08-02 $191.97
2024 Q1 REDUCED 201,712 -22,933 -10.2% 1.64% $40.4M 2024-04-26 $185.50
2023 Q4 REDUCED 224,645 -20,569 -8.4% 1.68% $38.2M 2024-02-06 $166.89
85 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST NATIONAL TRUST CO and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST NATIONAL TRUST CO reported owning JPM?

FIRST NATIONAL TRUST CO reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in FIRST NATIONAL TRUST CO's portfolio?

The largest reported portfolio weight for JPM was 1.99% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when FIRST NATIONAL TRUST CO reported 178,857 shares, equal to 1.92% of portfolio, with an estimated market value of $57.6M.

What does the chart on this JPM ownership page compare?

The chart compares FIRST NATIONAL TRUST CO's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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