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Trail Ridge Investment Advisors, LLC: JPM position timeline

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

Trail Ridge Investment Advisors, LLC held 9,841 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,841 shares
    Change vs previous 13F -28 shares

    1.38% of the 13F portfolio, value $3,255,750.

    13F-HR 0001754960-26-000889 filed by Trail Ridge Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,869 shares
    Change vs previous 13F -212 shares

    1.36% of the 13F portfolio, value $3,230,447.

    13F-HR 0001754960-26-000765 filed by Trail Ridge Investment 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 ended2026-03-31
    13F 10,081 shares
    Change vs previous 13F +1,339 shares

    1.29% of the 13F portfolio, value $2,965,430.

    13F-HR 0001754960-26-000351 filed by Trail Ridge Investment 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 ended2025-12-31
    13F 8,742 shares
    Change vs previous 13F +96 shares

    1.21% of the 13F portfolio, value $2,816,850.

    13F-HR 0001754960-26-000135 filed by Trail Ridge Investment 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 ended2025-09-30
    13F 8,646 shares
    Change vs previous 13F +46 shares

    1.22% of the 13F portfolio, value $2,727,211.

    13F-HR 0001754960-25-000685 filed by Trail Ridge Investment 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 ended2025-06-30
    13F 8,600 shares
    Change vs previous 13F -276 shares

    1.23% of the 13F portfolio, value $2,547,667.

    13F-HR 0001754960-25-000531 filed by Trail Ridge Investment 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 ended2025-03-31
    13F 8,876 shares
    Change vs previous 13F -879 shares

    1.12% of the 13F portfolio, value $2,177,283.

    13F-HR 0001754960-25-000265 filed by Trail Ridge Investment 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 ended2024-12-31
    13F 9,755 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,338,371.

    13F-HR 0001754960-25-000115 filed by Trail Ridge Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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