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Disclosery

Trust Investment Advisors: JPM position timeline

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

Trust Investment Advisors held 8,541 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 8,541 shares
    Change vs previous 13F -24 shares

    1.34% of the 13F portfolio, value $2,795,854.

    13F-HR 0001597690-26-000004 filed by Trust Investment Advisors
    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 8,565 shares
    Change vs previous 13F -1,057 shares

    1.47% of the 13F portfolio, value $2,519,614.

    13F-HR 0001597690-26-000003 filed by Trust Investment Advisors
    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 9,622 shares
    Change vs previous 13F -48 shares

    1.65% of the 13F portfolio, value $3,100,557.

    13F-HR 0001597690-26-000002 filed by Trust Investment Advisors
    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 9,670 shares
    Change vs previous 13F +88 shares

    1.72% of the 13F portfolio, value $3,050,083.

    13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
    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 9,582 shares
    Change vs previous 13F -884 shares

    1.69% of the 13F portfolio, value $2,777,877.

    13F-HR 0001085146-25-004435 filed by Trust Investment Advisors
    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 10,466 shares
    Change vs previous 13F +135 shares

    1.65% of the 13F portfolio, value $2,567,383.

    13F-HR 0001085146-25-002550 filed by Trust Investment Advisors
    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 10,331 shares
    Change vs previous 13F +439 shares

    1.58% of the 13F portfolio, value $2,476,351.

    13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
    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 9,892 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,085,876.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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