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Disclosery

National Philanthropic Trust: JPM position timeline

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

National Philanthropic Trust held 30,367 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,367 shares
    Change vs previous 13F +9,033 shares

    0.14% of the 13F portfolio, value $9,940,030.

    13F-HR 0001193805-26-001094 filed by National Philanthropic Trust
    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 21,334 shares
    Change vs previous 13F -1,698 shares

    0.07% of the 13F portfolio, value $6,275,609.

    13F-HR 0001193805-26-000629 filed by National Philanthropic Trust
    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 23,032 shares
    Change vs previous 13F +7,227 shares

    0.07% of the 13F portfolio, value $7,421,371.

    13F-HR 0001193805-26-000630 filed by National Philanthropic Trust
    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 15,805 shares
    Change vs previous 13F +935 shares

    0.06% of the 13F portfolio, value $4,985,371.

    13F-HR 0001193805-26-000631 filed by National Philanthropic Trust
    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 14,870 shares
    Change vs previous 13F +2,021 shares

    0.06% of the 13F portfolio, value $4,310,962.

    13F-HR 0001193805-26-000632 filed by National Philanthropic Trust
    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 12,849 shares
    Change vs previous 13F -4,317 shares

    0.05% of the 13F portfolio, value $3,151,860.

    13F-HR 0001193805-26-000634 filed by National Philanthropic Trust
    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 17,166 shares
    Change vs previous 13F +4,242 shares

    0.06% of the 13F portfolio, value $4,114,862.

    13F-HR 0001193805-26-000635 filed by National Philanthropic Trust
    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 12,924 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,725,155.

    13F-HR 0001193805-26-000637 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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