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Disclosery

Clearstead Trust, LLC: JPM position timeline

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

Clearstead Trust, LLC held 34,624 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 34,624 shares
    Change vs previous 13F -5,032 shares

    1.48% of the 13F portfolio, value $11,333,604.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 39,656 shares
    Change vs previous 13F -59 shares

    1.9% of the 13F portfolio, value $11,665,327.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 39,715 shares
    Change vs previous 13F +2,986 shares

    2.01% of the 13F portfolio, value $12,797,096.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 36,729 shares
    Change vs previous 13F +1,267 shares

    1.98% of the 13F portfolio, value $11,585,504.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 35,462 shares
    Change vs previous 13F +1,603 shares

    1.95% of the 13F portfolio, value $10,280,892.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 33,859 shares
    Change vs previous 13F -1,311 shares

    1.85% of the 13F portfolio, value $8,305,730.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 35,170 shares
    Change vs previous 13F +5,708 shares

    1.82% of the 13F portfolio, value $8,430,546.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 29,462 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $6,212,265.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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