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Trust Asset Management LLC: JPM position timeline

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

Trust Asset Management LLC held 29,854 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 29,854 shares
    Change vs previous 13F -1,352 shares

    0.61% of the 13F portfolio, value $9,772,110.

    13F-HR/A 0001608376-26-000003 filed by Trust Asset Management 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 31,206 shares
    Change vs previous 13F -7 shares

    0.66% of the 13F portfolio, value $9,179,557.

    13F-HR 0001608376-26-000001 filed by Trust Asset 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 ended2025-12-31
    13F 31,213 shares
    Change vs previous 13F -1,211 shares

    0.69% of the 13F portfolio, value $10,057,453.

    13F-HR 0001172661-26-000173 filed by Trust Asset 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 ended2025-09-30
    13F 32,424 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $10,227,502.

    13F-HR 0001172661-25-004719 filed by Trust Asset 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 ended2025-06-30
    13F 32,424 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $9,400,042.

    13F-HR 0001172661-25-002690 filed by Trust Asset 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 ended2025-03-31
    13F 32,424 shares
    Change vs previous 13F -906 shares

    0.65% of the 13F portfolio, value $7,953,607.

    13F-HR 0001172661-25-001693 filed by Trust Asset 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 ended2024-12-31
    13F 33,330 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $7,989,534.

    13F-HR 0001172661-25-000238 filed by Trust Asset 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 ended2024-09-30
    13F 33,330 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,027,964.

    13F-HR 0001172661-24-004610 filed by Trust Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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