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Disclosery

First Western Trust Bank: JPM position timeline

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

First Western Trust Bank held 38,920 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,920 shares
    Change vs previous 13F -2,031 shares

    0.62% of the 13F portfolio, value $12,739,683.

    13F-HR 0001628280-26-050494 filed by First Western Trust Bank
    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 40,951 shares
    Change vs previous 13F -959 shares

    0.61% of the 13F portfolio, value $12,046,146.

    13F-HR 0001628280-26-034015 filed by First Western Trust Bank
    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 41,910 shares
    Change vs previous 13F -514 shares

    0.66% of the 13F portfolio, value $13,504,240.

    13F-HR 0001628280-26-007609 filed by First Western Trust Bank
    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 42,424 shares
    Change vs previous 13F -1,488 shares

    0.61% of the 13F portfolio, value $13,381,802.

    13F-HR 0001628280-25-052137 filed by First Western Trust Bank
    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 43,912 shares
    Change vs previous 13F -675 shares

    0.57% of the 13F portfolio, value $12,730,528.

    13F-HR 0001513189-25-000018 filed by First Western Trust Bank
    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 44,587 shares
    Change vs previous 13F -1,451 shares

    0.52% of the 13F portfolio, value $10,937,191.

    13F-HR 0001513189-25-000013 filed by First Western Trust Bank
    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 46,038 shares
    Change vs previous 13F -946 shares

    0.51% of the 13F portfolio, value $11,035,769.

    13F-HR 0001513189-25-000009 filed by First Western Trust Bank
    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 46,984 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $9,907,046.

    13F-HR 0001513189-24-000017 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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