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Disclosery

Matrix Trust Co: JPM position timeline

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

Matrix Trust Co held 7,176 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,176 shares
    Change vs previous 13F +212 shares

    0.35% of the 13F portfolio, value $2,374,000.

    13F-HR 0001784277-26-000008 filed by Matrix Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,964 shares
    Change vs previous 13F -2,366 shares

    0.33% of the 13F portfolio, value $2,280,000.

    13F-HR 0001784277-26-000006 filed by Matrix 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 ended2026-03-31
    13F 9,330 shares
    Change vs previous 13F -38 shares

    0.46% of the 13F portfolio, value $2,745,000.

    13F-HR 0001784277-26-000004 filed by Matrix 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 ended2025-12-31
    13F 9,368 shares
    Change vs previous 13F -213 shares

    0.5% of the 13F portfolio, value $3,019,000.

    13F-HR 0001784277-26-000001 filed by Matrix 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 ended2025-09-30
    13F 9,581 shares
    Change vs previous 13F -371 shares

    0.47% of the 13F portfolio, value $3,022,000.

    13F-HR 0001784277-25-000009 filed by Matrix 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 ended2025-06-30
    13F 9,952 shares
    Change vs previous 13F -73 shares

    0.46% of the 13F portfolio, value $2,885,000.

    13F-HR 0001784277-25-000005 filed by Matrix 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 ended2025-03-31
    13F 10,025 shares
    Change vs previous 13F -154 shares

    0.41% of the 13F portfolio, value $2,459,000.

    13F-HR 0001784277-25-000003 filed by Matrix 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 ended2024-12-31
    13F 10,179 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,440,000.

    13F-HR 0001784277-25-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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