Skip to content
Disclosery

FIRST AMERICAN TRUST, FSB: JPM position timeline

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

FIRST AMERICAN TRUST, FSB held 69,077 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,077 shares
    Change vs previous 13F -16,044 shares

    1.36% of the 13F portfolio, value $22,610,863.

    13F-HR 0000036066-26-000009 filed by FIRST AMERICAN TRUST, FSB
    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 85,121 shares
    Change vs previous 13F -10,380 shares

    1.68% of the 13F portfolio, value $25,039,431.

    13F-HR 0000036066-26-000007 filed by FIRST AMERICAN TRUST, FSB
    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 95,501 shares
    Change vs previous 13F +7,697 shares

    2.11% of the 13F portfolio, value $30,772,421.

    13F-HR 0000036066-26-000002 filed by FIRST AMERICAN TRUST, FSB
    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 87,804 shares
    Change vs previous 13F +12,461 shares

    2.01% of the 13F portfolio, value $27,695,776.

    13F-HR 0000036066-25-000013 filed by FIRST AMERICAN TRUST, FSB
    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 75,343 shares
    Change vs previous 13F +9,174 shares

    1.74% of the 13F portfolio, value $21,842,638.

    13F-HR 0000036066-25-000009 filed by FIRST AMERICAN TRUST, FSB
    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 66,169 shares
    Change vs previous 13F -4,258 shares

    1.49% of the 13F portfolio, value $16,230,748.

    13F-HR 0000036066-25-000007 filed by FIRST AMERICAN TRUST, FSB
    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 70,427 shares
    Change vs previous 13F -36,415 shares

    1.68% of the 13F portfolio, value $16,881,772.

    13F-HR 0000036066-25-000003 filed by FIRST AMERICAN TRUST, FSB
    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 106,842 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $22,528,626.

    13F-HR 0000036066-24-000013 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

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