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Disclosery

SPINNAKER TRUST: JPM position timeline

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

SPINNAKER TRUST held 65,043 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,043 shares
    Change vs previous 13F +1,160 shares

    1.03% of the 13F portfolio, value $21,290,366.

    13F-HR 0001158970-26-000003 filed by SPINNAKER 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 63,883 shares
    Change vs previous 13F -759 shares

    1.04% of the 13F portfolio, value $18,791,937.

    13F-HR 0001158970-26-000002 filed by SPINNAKER 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 64,642 shares
    Change vs previous 13F +2,369 shares

    1.11% of the 13F portfolio, value $20,829,039.

    13F-HR 0001158970-26-000001 filed by SPINNAKER 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 62,273 shares
    Change vs previous 13F -1,508 shares

    1.09% of the 13F portfolio, value $19,642,835.

    13F-HR 0001158970-25-000008 filed by SPINNAKER 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 63,781 shares
    Change vs previous 13F +1,343 shares

    1.11% of the 13F portfolio, value $18,490,749.

    13F-HR 0001158970-25-000005 filed by SPINNAKER 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 62,438 shares
    Change vs previous 13F -6,165 shares

    1% of the 13F portfolio, value $15,316,042.

    13F-HR 0001158970-25-000004 filed by SPINNAKER 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 68,603 shares
    Change vs previous 13F -408 shares

    1.04% of the 13F portfolio, value $16,444,825.

    13F-HR 0001158970-25-000001 filed by SPINNAKER 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 69,011 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $14,551,659.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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