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Disclosery

DIVERSIFIED TRUST CO: JPM position timeline

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

DIVERSIFIED TRUST CO held 101,235 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,235 shares
    Change vs previous 13F +724 shares

    0.53% of the 13F portfolio, value $33,137,377.

    13F-HR 0001479844-26-000007 filed by DIVERSIFIED TRUST CO
    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 100,511 shares
    Change vs previous 13F +75 shares

    0.55% of the 13F portfolio, value $29,566,315.

    13F-HR 0001479844-26-000006 filed by DIVERSIFIED TRUST CO
    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 100,436 shares
    Change vs previous 13F +1,224 shares

    0.6% of the 13F portfolio, value $32,362,487.

    13F-HR 0001479844-26-000004 filed by DIVERSIFIED TRUST CO
    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 99,212 shares
    Change vs previous 13F +31,080 shares

    0.63% of the 13F portfolio, value $31,294,755.

    13F-HR 0001479844-25-000015 filed by DIVERSIFIED TRUST CO
    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 68,132 shares
    Change vs previous 13F -7,499 shares

    0.44% of the 13F portfolio, value $19,752,437.

    13F-HR 0001479844-25-000008 filed by DIVERSIFIED TRUST CO
    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 75,631 shares
    Change vs previous 13F +1,000 shares

    0.46% of the 13F portfolio, value $18,552,336.

    13F-HR 0001479844-25-000007 filed by DIVERSIFIED TRUST CO
    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 74,631 shares
    Change vs previous 13F +1,308 shares

    0.44% of the 13F portfolio, value $17,889,808.

    13F-HR 0001479844-25-000001 filed by DIVERSIFIED TRUST CO
    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 73,323 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $15,460,898.

    13F-HR 0001479844-24-000010 filed by DIVERSIFIED TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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