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Disclosery

Old North State Trust, LLC: JPM position timeline

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

Old North State Trust, LLC held 5,330 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,330 shares
    Change vs previous 13F -161 shares

    0.9% of the 13F portfolio, value $1,745,000.

    13F-HR 0001760444-26-000003 filed by Old North State Trust, LLC
    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 5,491 shares
    Change vs previous 13F -87 shares

    0.96% of the 13F portfolio, value $1,615,000.

    13F-HR 0001760444-26-000002 filed by Old North State Trust, LLC
    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 5,578 shares
    Change vs previous 13F -3 shares

    1.06% of the 13F portfolio, value $1,797,000.

    13F-HR 0001760444-26-000001 filed by Old North State Trust, LLC
    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 5,581 shares
    Change vs previous 13F +1,066 shares

    1.07% of the 13F portfolio, value $1,760,000.

    13F-HR 0001760444-25-000006 filed by Old North State Trust, LLC
    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 4,515 shares
    Change vs previous 13F +296 shares

    0.89% of the 13F portfolio, value $1,309,000.

    13F-HR 0001760444-25-000003 filed by Old North State Trust, LLC
    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 4,219 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,011,000.

    13F-HR 0001760444-25-000002 filed by Old North State Trust, LLC
    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 4,219 shares
    Change vs previous 13F +202 shares

    0.64% of the 13F portfolio, value $1,011,000.

    13F-HR 0001760444-25-000001 filed by Old North State Trust, LLC
    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 4,017 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $847,000.

    13F-HR 0001760444-24-000005 filed by Old North State Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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