Skip to content
Disclosery

Clear Trail Advisors, LLC: JPM position timeline

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

Clear Trail Advisors, LLC held 54,669 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 54,669 shares
    Change vs previous 13F -961 shares

    2.73% of the 13F portfolio, value $17,894,907.

    13F-HR 0002097856-26-000006 filed by Clear Trail 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 55,630 shares
    Change vs previous 13F +959 shares

    2.72% of the 13F portfolio, value $16,364,171.

    13F-HR 0002097856-26-000005 filed by Clear Trail 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 54,671 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $17,616,193.

    13F-HR 0002097856-26-000001 filed by Clear Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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