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Trinity Financial Advisors LLC: JPM position timeline

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

Trinity Financial Advisors LLC held 23,192 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,192 shares
    Change vs previous 13F +3,142 shares

    1.98% of the 13F portfolio, value $7,672,642.

    13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,050 shares
    Change vs previous 13F -145 shares

    1.69% of the 13F portfolio, value $6,562,808.

    13F-HR 0001809574-26-000004 filed by Trinity Financial 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 20,195 shares
    Change vs previous 13F -94 shares

    1.69% of the 13F portfolio, value $5,940,703.

    13F-HR 0001809574-26-000003 filed by Trinity Financial 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 20,289 shares
    Change vs previous 13F +397 shares

    1.83% of the 13F portfolio, value $6,537,681.

    13F-HR 0001809574-26-000001 filed by Trinity Financial 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 19,892 shares
    Change vs previous 13F -378 shares

    1.81% of the 13F portfolio, value $6,274,499.

    13F-HR 0001809574-25-000009 filed by Trinity Financial 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 20,270 shares
    Change vs previous 13F -22 shares

    1.8% of the 13F portfolio, value $5,876,516.

    13F-HR 0001809574-25-000007 filed by Trinity Financial 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/A 20,292 shares
    Change vs previous 13F +1,051 shares

    1.67% of the 13F portfolio, value $4,640,605.

    13F-HR/A 0001809574-25-000006 filed by Trinity Financial 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 19,241 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $4,617,798.

    13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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