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Disclosery

Select Asset Management & Trust: JPM position timeline

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

Select Asset Management & Trust held 15,990 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,990 shares
    Change vs previous 13F +1,798 shares

    1.51% of the 13F portfolio, value $5,234,000.

    13F-HR 0001600636-26-000003 filed by Select Asset Management & 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 14,192 shares
    Change vs previous 13F +993 shares

    1.3% of the 13F portfolio, value $4,175,000.

    13F-HR 0001600636-26-000002 filed by Select Asset Management & 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 13,199 shares
    Change vs previous 13F -63 shares

    1.32% of the 13F portfolio, value $4,253,000.

    13F-HR 0001600636-26-000001 filed by Select Asset Management & 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 13,262 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $4,183,000.

    13F-HR 0001600636-25-000005 filed by Select Asset Management & 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 13,262 shares
    Change vs previous 13F +2,623 shares

    1.32% of the 13F portfolio, value $3,845,000.

    13F-HR 0001600636-25-000003 filed by Select Asset Management & 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 10,639 shares
    Change vs previous 13F -41 shares

    1.05% of the 13F portfolio, value $2,610,000.

    13F-HR 0001600636-25-000002 filed by Select Asset Management & 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 10,680 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $2,560,000.

    13F-HR 0001600636-25-000001 filed by Select Asset Management & 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 10,680 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,252,000.

    13F-HR 0001600636-24-000005 filed by Select Asset Management & Trust
    Filed (acceptance time not in the bulk data set), ingested

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