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Disclosery

Florida Trust Wealth Management Co: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Florida Trust Wealth Management Co on JPM, newest first. How the timeline and the estimate are built.

Florida Trust Wealth Management Co held 261,453 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,453 shares
    Change vs previous 13F +3,424 shares

    2.13% of the 13F portfolio, value $85,581,411.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 258,029 shares
    Change vs previous 13F +5,285 shares

    2.12% of the 13F portfolio, value $75,901,810.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 252,744 shares
    Change vs previous 13F +1,988 shares

    2.25% of the 13F portfolio, value $81,439,172.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 250,756 shares
    Change vs previous 13F +961 shares

    2.25% of the 13F portfolio, value $79,095,965.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 249,795 shares
    Change vs previous 13F -493 shares

    2.23% of the 13F portfolio, value $72,418,068.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 250,288 shares
    Change vs previous 13F -2,102 shares

    1.99% of the 13F portfolio, value $61,395,646.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 252,390 shares
    Change vs previous 13F +6,341 shares

    1.93% of the 13F portfolio, value $60,500,407.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 246,049 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $51,881,892.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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