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Disclosery

Trinity Legacy Partners, LLC: JPM position timeline

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

Trinity Legacy Partners, LLC held 22,274 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,274 shares
    Change vs previous 13F -763 shares

    1.53% of the 13F portfolio, value $7,643,438.

    13F-HR 0001214659-26-008905 filed by Trinity Legacy Partners, 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 23,037 shares
    Change vs previous 13F +1,245 shares

    1.55% of the 13F portfolio, value $7,167,231.

    13F-HR 0001214659-26-004719 filed by Trinity Legacy Partners, 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 21,792 shares
    Change vs previous 13F +159 shares

    1.61% of the 13F portfolio, value $7,021,724.

    13F-HR 0001214659-26-000809 filed by Trinity Legacy Partners, 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 21,633 shares
    Change vs previous 13F +239 shares

    1.55% of the 13F portfolio, value $6,730,368.

    13F-HR 0001214659-25-015825 filed by Trinity Legacy Partners, 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 21,394 shares
    Change vs previous 13F +131 shares

    1.49% of the 13F portfolio, value $6,114,705.

    13F-HR 0001214659-25-010675 filed by Trinity Legacy Partners, 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 21,263 shares
    Change vs previous 13F -3,670 shares

    1.41% of the 13F portfolio, value $5,592,264.

    13F-HR 0001214659-25-007587 filed by Trinity Legacy Partners, 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 24,933 shares
    Change vs previous 13F +458 shares

    1.54% of the 13F portfolio, value $5,976,621.

    13F-HR 0001214659-25-001704 filed by Trinity Legacy Partners, 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 24,475 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $5,420,669.

    13F-HR 0001214659-24-018161 filed by Trinity Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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