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Disclosery

Blue Trust, Inc.: JPM position timeline

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

Blue Trust, Inc. held 40,592 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,592 shares
    Change vs previous 13F -957 shares

    0.14% of the 13F portfolio, value $13,287,143.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    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 41,549 shares
    Change vs previous 13F -4,963 shares

    0.14% of the 13F portfolio, value $12,222,216.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    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 46,512 shares
    Change vs previous 13F -2,007 shares

    0.17% of the 13F portfolio, value $14,987,175.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    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 48,519 shares
    Change vs previous 13F +865 shares

    0.17% of the 13F portfolio, value $15,304,229.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    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 47,654 shares
    Change vs previous 13F +363 shares

    0.16% of the 13F portfolio, value $13,815,428.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 47,291 shares
    Change vs previous 13F +2,643 shares

    0.15% of the 13F portfolio, value $11,600,386.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 44,648 shares
    Change vs previous 13F -7,170 shares

    0.14% of the 13F portfolio, value $10,702,686.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 51,818 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,480,722.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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