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Disclosery

American Trust: JPM position timeline

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

American Trust held 30,269 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,269 shares
    Change vs previous 13F -2,654 shares

    0.76% of the 13F portfolio, value $9,907,952.

    13F-HR 0001905128-26-000005 filed by American Trust
    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 32,923 shares
    Change vs previous 13F -4,372 shares

    0.86% of the 13F portfolio, value $9,684,630.

    13F-HR 0001905128-26-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 37,295 shares
    Change vs previous 13F -30 shares

    1.01% of the 13F portfolio, value $12,017,195.

    13F-HR 0001905128-26-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 37,325 shares
    Change vs previous 13F +75 shares

    0.99% of the 13F portfolio, value $11,773,425.

    13F-HR 0001905128-25-000010 filed by American Trust
    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 37,250 shares
    Change vs previous 13F +908 shares

    1.02% of the 13F portfolio, value $10,799,148.

    13F-HR 0001905128-25-000007 filed by American Trust
    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 36,342 shares
    Change vs previous 13F -261 shares

    2.2% of the 13F portfolio, value $8,914,693.

    13F-HR 0001905128-25-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,603 shares
    Change vs previous 13F -25 shares

    0.67% of the 13F portfolio, value $8,774,105.

    13F-HR 0001905128-25-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 36,628 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $7,723,380.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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