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Disclosery

FineMark National Bank & Trust: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FineMark National Bank & Trust on JPM, newest first. How the timeline and the estimate are built.

FineMark National Bank & Trust held 185,822 JPM shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 185,822 shares
    Change vs previous 13F -3,073 shares

    1.87% of the 13F portfolio, value $59,875,564.

    13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 188,895 shares
    Change vs previous 13F -3,932 shares

    1.95% of the 13F portfolio, value $59,583,149.

    13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 192,827 shares
    Change vs previous 13F +48,314 shares

    1.9% of the 13F portfolio, value $55,902,475.

    13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 144,513 shares
    Change vs previous 13F -4,008 shares

    1.29% of the 13F portfolio, value $35,449,038.

    13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 148,521 shares
    Change vs previous 13F -1,655 shares

    1.24% of the 13F portfolio, value $35,601,968.

    13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 150,176 shares
    Change vs previous 13F +2,916 shares

    1.1% of the 13F portfolio, value $31,666,111.

    13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 147,260 shares
    Change vs previous 13F -1,345 shares

    1.1% of the 13F portfolio, value $29,784,807.

    13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 148,605 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $29,765,581.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).