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Disclosery

TruNorth Capital Management, LLC: JPM position timeline

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

TruNorth Capital Management, LLC held 3,770 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,770 shares
    Change vs previous 13F +381 shares

    0.19% of the 13F portfolio, value $1,247,229.

    13F-HR 0002085853-26-001165 filed by TruNorth Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,389 shares
    Change vs previous 13F +15 shares

    0.18% of the 13F portfolio, value $1,109,321.

    13F-HR 0002085853-26-000809 filed by TruNorth Capital Management, 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 3,374 shares
    Change vs previous 13F -18 shares

    0.19% of the 13F portfolio, value $992,496.

    13F-HR 0002085853-26-000462 filed by TruNorth Capital Management, 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 3,392 shares
    Change vs previous 13F +247 shares

    0.21% of the 13F portfolio, value $1,092,970.

    13F-HR 0002085853-26-000243 filed by TruNorth Capital Management, 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 3,145 shares
    Change vs previous 13F +50 shares

    0.2% of the 13F portfolio, value $992,027.

    13F-HR 0001639695-25-000010 filed by TruNorth Capital Management, 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 3,095 shares
    Change vs previous 13F -564 shares

    0.2% of the 13F portfolio, value $897,271.

    13F-HR 0001908158-25-000005 filed by TruNorth Capital Management, 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 3,659 shares
    Change vs previous 13F +2,847 shares

    0.22% of the 13F portfolio, value $897,553.

    13F-HR 0001639695-25-000004 filed by TruNorth Capital Management, 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 812 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $194,645.

    13F-HR 0001639695-25-000001 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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