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Disclosery

BankPlus Trust Department: JPM position timeline

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

BankPlus Trust Department held 31,549 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,549 shares
    Change vs previous 13F +776 shares

    1.59% of the 13F portfolio, value $10,328,227.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 20,940 shares
    • BankPlus Wealth Management LLC: 10,609 shares

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

  2. period ended2026-03-31
    13F 30,773 shares
    Change vs previous 13F +7,431 shares

    1.59% of the 13F portfolio, value $9,052,287.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 19,983 shares
    • BankPlus Wealth Management LLC: 10,790 shares

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

  3. period ended2025-12-31
    13F 23,342 shares
    Change vs previous 13F +5,867 shares

    1.34% of the 13F portfolio, value $7,522,151.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 13,763 shares
    • BankPlus Wealth Management LLC: 9,579 shares

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

  4. period ended2025-09-30
    13F 17,475 shares
    Change vs previous 13F -688 shares

    1.01% of the 13F portfolio, value $5,513,082.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 14,028 shares
    • BankPlus Wealth Management LLC: 3,447 shares

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

  5. period ended2025-06-30
    13F 18,163 shares
    Change vs previous 13F +1,530 shares

    1.08% of the 13F portfolio, value $5,265,664.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 14,627 shares
    • BankPlus Wealth Management LLC: 3,536 shares

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

  6. period ended2025-03-31
    13F 16,633 shares
    Change vs previous 13F +369 shares

    0.94% of the 13F portfolio, value $4,080,121.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 13,197 shares
    • BankPlus Wealth Management LLC: 3,436 shares

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

  7. period ended2024-12-31
    13F 16,264 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,898,732.

    13F-HR 0002047270-25-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 12,776 shares
    • BankPlus Wealth Management LLC: 3,488 shares

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