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Disclosery

Providence First Trust Co: JPM position timeline

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

Providence First Trust Co held 4,659 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,659 shares
    Change vs previous 13F -803 shares

    0.43% of the 13F portfolio, value $1,524,959.

    13F-HR 0001713735-26-000005 filed by Providence First 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 5,462 shares
    Change vs previous 13F -1,515 shares

    0.56% of the 13F portfolio, value $1,606,702.

    13F-HR 0001713735-26-000004 filed by Providence First 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 6,977 shares
    Change vs previous 13F -4,360 shares

    0.78% of the 13F portfolio, value $2,248,129.

    13F-HR 0001713735-26-000001 filed by Providence First 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 11,337 shares
    Change vs previous 13F -1,544 shares

    1.24% of the 13F portfolio, value $3,576,030.

    13F-HR 0001713735-25-000007 filed by Providence First 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 12,881 shares
    Change vs previous 13F +2,897 shares

    1.32% of the 13F portfolio, value $3,734,459.

    13F-HR 0001713735-25-000006 filed by Providence First 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 ended2025-03-31
    13F 9,984 shares
    Change vs previous 13F +23 shares

    0.99% of the 13F portfolio, value $2,449,075.

    13F-HR 0001713735-25-000005 filed by Providence First 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 ended2024-12-31
    13F 9,961 shares
    Change vs previous 13F -1,071 shares

    0.9% of the 13F portfolio, value $2,387,751.

    13F-HR 0001713735-25-000001 filed by Providence First 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 ended2024-09-30
    13F 11,032 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,326,208.

    13F-HR 0001713735-24-000005 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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