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Disclosery

Dorsey & Whitney Trust CO LLC: JPM position timeline

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

Dorsey & Whitney Trust CO LLC held 94,226 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,226 shares
    Change vs previous 13F -3,143 shares

    1.5% of the 13F portfolio, value $30,842,856.

    13F-HR 0001062993-26-004398 filed by Dorsey & Whitney Trust CO 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 97,369 shares
    Change vs previous 13F -1,404 shares

    1.58% of the 13F portfolio, value $28,642,207.

    13F-HR 0001062993-26-002606 filed by Dorsey & Whitney Trust CO 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 98,773 shares
    Change vs previous 13F -4,431 shares

    1.68% of the 13F portfolio, value $31,826,563.

    13F-HR 0001062993-26-000798 filed by Dorsey & Whitney Trust CO 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 103,204 shares
    Change vs previous 13F -24,849 shares

    1.72% of the 13F portfolio, value $32,553,664.

    13F-HR 0001062993-25-016736 filed by Dorsey & Whitney Trust CO 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 128,053 shares
    Change vs previous 13F -1,387 shares

    1.96% of the 13F portfolio, value $37,123,910.

    13F-HR 0001062993-25-014027 filed by Dorsey & Whitney Trust CO 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 129,440 shares
    Change vs previous 13F +1,523 shares

    1.83% of the 13F portfolio, value $31,751,635.

    13F-HR 0001062993-25-009319 filed by Dorsey & Whitney Trust CO 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 127,917 shares
    Change vs previous 13F +937 shares

    1.69% of the 13F portfolio, value $30,662,987.

    13F-HR 0001062993-25-001820 filed by Dorsey & Whitney Trust CO 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 126,980 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $26,775,003.

    13F-HR 0001062993-24-018838 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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