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Disclosery

Midwest Trust Co: JPM position timeline

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

Midwest Trust Co held 512,205 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 512,205 shares
    Change vs previous 13F +63,864 shares

    1.9% of the 13F portfolio, value $167,660,106.

    13F-HR 0002077080-26-000012 filed by Midwest 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 448,341 shares
    Change vs previous 13F +6,820 shares

    1.64% of the 13F portfolio, value $131,883,971.

    13F-HR 0002077080-26-000009 filed by Midwest 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 441,521 shares
    Change vs previous 13F +511 shares

    1.78% of the 13F portfolio, value $142,266,840.

    13F-HR 0002077080-26-000002 filed by Midwest 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 441,010 shares
    Change vs previous 13F -4,373 shares

    1.81% of the 13F portfolio, value $139,107,693.

    13F-HR 0002077080-25-000006 filed by Midwest 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 445,383 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $129,120,870.

    13F-HR 0002077080-25-000004 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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