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Disclosery

Somerset Trust Co: JPM position timeline

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

Somerset Trust Co held 32,449 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,449 shares
    Change vs previous 13F -500 shares

    3.03% of the 13F portfolio, value $10,735,103.

    13F-HR 0001597099-26-000006 filed by Somerset Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,949 shares
    Change vs previous 13F +43 shares

    3.05% of the 13F portfolio, value $10,785,196.

    13F-HR 0001597099-26-000003 filed by Somerset 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 ended2026-03-31
    13F 32,906 shares
    Change vs previous 13F -625 shares

    2.97% of the 13F portfolio, value $9,679,629.

    13F-HR 0001597099-26-000002 filed by Somerset 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 ended2025-12-31
    13F 33,531 shares
    Change vs previous 13F -662 shares

    3.31% of the 13F portfolio, value $10,804,359.

    13F-HR 0001597099-26-000001 filed by Somerset 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 ended2025-09-30
    13F 34,193 shares
    Change vs previous 13F -424 shares

    3.33% of the 13F portfolio, value $10,785,498.

    13F-HR 0001597099-25-000006 filed by Somerset 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 ended2025-06-30
    13F 34,617 shares
    Change vs previous 13F -761 shares

    3.27% of the 13F portfolio, value $10,035,815.

    13F-HR 0001597099-25-000004 filed by Somerset 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 ended2025-03-31
    13F 35,378 shares
    Change vs previous 13F -74 shares

    3.09% of the 13F portfolio, value $8,678,223.

    13F-HR 0001597099-25-000003 filed by Somerset 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 ended2024-12-31
    13F 35,452 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $8,498,199.

    13F-HR 0001597099-25-000001 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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