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Disclosery

New Covenant Trust Company, N.A.: JPM position timeline

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

New Covenant Trust Company, N.A. held 5,349 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,349 shares
    Change vs previous 13F -271 shares

    1.22% of the 13F portfolio, value $1,769,610.

    13F-HR 0001214659-26-012675 filed by New Covenant Trust Company, N.A.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,620 shares
    Change vs previous 13F +85 shares

    1.39% of the 13F portfolio, value $1,839,595.

    13F-HR 0001214659-26-008495 filed by New Covenant Trust Company, N.A.
    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 5,535 shares
    Change vs previous 13F +351 shares

    1.45% of the 13F portfolio, value $1,628,176.

    13F-HR 0001214659-26-004763 filed by New Covenant Trust Company, N.A.
    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 5,184 shares
    Change vs previous 13F +54 shares

    1.52% of the 13F portfolio, value $1,687,288.

    13F-HR 0001214659-26-000399 filed by New Covenant Trust Company, N.A.
    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 5,130 shares
    Change vs previous 13F -819 shares

    1.51% of the 13F portfolio, value $1,618,156.

    13F-HR 0001214659-25-014735 filed by New Covenant Trust Company, N.A.
    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 5,949 shares
    Change vs previous 13F -56 shares

    1.53% of the 13F portfolio, value $1,708,017.

    13F-HR 0001214659-25-010508 filed by New Covenant Trust Company, N.A.
    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 6,005 shares
    Change vs previous 13F -246 shares

    1.54% of the 13F portfolio, value $1,458,314.

    13F-HR 0001214659-25-006248 filed by New Covenant Trust Company, N.A.
    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 6,251 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $1,495,989.

    13F-HR 0001214659-25-002096 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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