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Disclosery

AMG National Trust Bank: JPM position timeline

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

AMG National Trust Bank held 66,023 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,023 shares
    Change vs previous 13F -12,283 shares

    0.44% of the 13F portfolio, value $21,610,980.

    13F-HR 0001388829-26-000004 filed by AMG National Trust Bank
    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 78,306 shares
    Change vs previous 13F +11,144 shares

    0.5% of the 13F portfolio, value $23,034,202.

    13F-HR 0001388829-26-000002 filed by AMG National Trust Bank
    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 67,162 shares
    Change vs previous 13F +1,199 shares

    0.51% of the 13F portfolio, value $21,640,626.

    13F-HR 0001388829-26-000001 filed by AMG National Trust Bank
    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 65,963 shares
    Change vs previous 13F -514 shares

    0.51% of the 13F portfolio, value $20,806,396.

    13F-HR 0001388829-25-000005 filed by AMG National Trust Bank
    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 66,477 shares
    Change vs previous 13F -326 shares

    0.51% of the 13F portfolio, value $19,272,064.

    13F-HR 0001085146-25-004480 filed by AMG National Trust Bank
    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 66,803 shares
    Change vs previous 13F +13,911 shares

    0.46% of the 13F portfolio, value $16,386,533.

    13F-HR 0001085146-25-002594 filed by AMG National Trust Bank
    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 52,892 shares
    Change vs previous 13F -1,091 shares

    0.35% of the 13F portfolio, value $12,671,488.

    13F-HR 0001085146-25-000866 filed by AMG National Trust Bank
    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 53,983 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $11,382,656.

    13F-HR 0001085146-24-005401 filed by AMG National Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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