Skip to content
Disclosery

Cetera Trust Company, N.A: JPM position timeline

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

Cetera Trust Company, N.A held 15,969 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,969 shares
    Change vs previous 13F -125 shares

    2.62% of the 13F portfolio, value $5,227,133.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 16,094 shares
    Change vs previous 13F -775 shares

    2.68% of the 13F portfolio, value $4,734,211.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 16,869 shares
    Change vs previous 13F -100 shares

    2.91% of the 13F portfolio, value $5,435,529.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 16,969 shares
    Change vs previous 13F -25 shares

    3% of the 13F portfolio, value $5,352,532.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 16,994 shares
    Change vs previous 13F -122 shares

    2.94% of the 13F portfolio, value $4,926,731.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    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 17,116 shares
    Change vs previous 13F -370 shares

    2.68% of the 13F portfolio, value $4,198,555.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    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 17,486 shares
    Change vs previous 13F -365 shares

    2.72% of the 13F portfolio, value $4,191,569.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    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 17,851 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $3,764,062.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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