Skip to content
Disclosery

Summit Trail Advisors, LLC: JPM position timeline

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

Summit Trail Advisors, LLC held 137,531 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 137,531 shares
    Change vs previous 13F -2,683 shares

    0.57% of the 13F portfolio, value $45,018,017.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 140,214 shares
    Change vs previous 13F +28,144 shares

    0.59% of the 13F portfolio, value $41,245,210.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 112,070 shares
    Change vs previous 13F -7,970 shares

    0.62% of the 13F portfolio, value $36,111,310.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 120,040 shares
    Change vs previous 13F +6,790 shares

    0.52% of the 13F portfolio, value $37,864,164.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 113,250 shares
    Change vs previous 13F +14,131 shares

    0.56% of the 13F portfolio, value $32,832,423.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 99,119 shares
    Change vs previous 13F +9,397 shares

    0.8% of the 13F portfolio, value $24,313,922.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 89,722 shares
    Change vs previous 13F +10,879 shares

    0.79% of the 13F portfolio, value $21,507,245.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 78,843 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $16,624,934.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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