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Disclosery

EQUITABLE TRUST CO: JPM position timeline

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

EQUITABLE TRUST CO held 57,179 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,179 shares
    Change vs previous 13F +675 shares

    0.78% of the 13F portfolio, value $18,716,402.

    13F-HR 0000033250-26-000003 filed by EQUITABLE 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 56,504 shares
    Change vs previous 13F -1,103 shares

    0.77% of the 13F portfolio, value $16,621,216.

    13F-HR 0000033250-26-000002 filed by EQUITABLE 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 57,607 shares
    Change vs previous 13F -302 shares

    0.83% of the 13F portfolio, value $18,562,127.

    13F-HR 0000033250-26-000001 filed by EQUITABLE 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 57,909 shares
    Change vs previous 13F -300 shares

    0.84% of the 13F portfolio, value $18,266,236.

    13F-HR 0000033250-25-000005 filed by EQUITABLE 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 58,209 shares
    Change vs previous 13F -1,996 shares

    0.84% of the 13F portfolio, value $16,875,371.

    13F-HR 0000033250-25-000003 filed by EQUITABLE 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 60,205 shares
    Change vs previous 13F +312 shares

    0.82% of the 13F portfolio, value $14,768,287.

    13F-HR 0000033250-25-000002 filed by EQUITABLE 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 59,893 shares
    Change vs previous 13F +1,325 shares

    0.8% of the 13F portfolio, value $14,356,951.

    13F-HR 0000033250-25-000001 filed by EQUITABLE 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 58,568 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $12,349,648.

    13F-HR 0000033250-24-000004 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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