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Disclosery

ARBOR TRUST WEALTH ADVISORS, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ARBOR TRUST WEALTH ADVISORS, LLC on JPM, newest first. How the timeline and the estimate are built.

ARBOR TRUST WEALTH ADVISORS, LLC held 15,267 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,267 shares
    Change vs previous 13F -230 shares

    2.01% of the 13F portfolio, value $4,997,263.

    13F-HR 0001951757-26-001106 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    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 15,497 shares
    Change vs previous 13F -590 shares

    2% of the 13F portfolio, value $4,558,522.

    13F-HR 0001951757-26-000758 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    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 16,087 shares
    Change vs previous 13F -575 shares

    2.27% of the 13F portfolio, value $5,183,470.

    13F-HR 0001951757-26-000372 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    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 16,662 shares
    Change vs previous 13F -100 shares

    2.37% of the 13F portfolio, value $5,255,614.

    13F-HR 0001951757-25-001360 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    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 16,762 shares
    Change vs previous 13F -1,575 shares

    2.38% of the 13F portfolio, value $4,859,397.

    13F-HR 0001951757-25-001049 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    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 18,337 shares
    Change vs previous 13F -362 shares

    2.11% of the 13F portfolio, value $4,498,003.

    13F-HR 0001951757-25-000464 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    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 18,699 shares
    Change vs previous 13F -138 shares

    2.1% of the 13F portfolio, value $4,482,276.

    13F-HR 0001951757-25-000048 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    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 18,837 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $3,809,972.

    13F-HR 0001951757-24-001096 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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