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Adelphi Trust Co: JPM position timeline

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

Adelphi Trust Co held 9,981 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,981 shares
    Change vs previous 13F +156 shares

    2.17% of the 13F portfolio, value $3,302,015.

    13F-HR 0002106968-26-000004 filed by Adelphi Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,825 shares
    Change vs previous 13F +2,383 shares

    2.13% of the 13F portfolio, value $3,216,017.

    13F-HR 0002106968-26-000003 filed by Adelphi Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,442 shares
    Change vs previous 13F +293 shares

    1.78% of the 13F portfolio, value $2,189,139.

    13F-HR 0002106968-26-000002 filed by Adelphi Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,149 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $2,303,551.

    13F-HR 0002106968-26-000001 filed by Adelphi Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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