Skip to content
Disclosery

Colonial Trust Advisors: JPM position timeline

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

Colonial Trust Advisors held 162,169 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,169 shares
    Change vs previous 13F -1,740 shares

    2.38% of the 13F portfolio, value $53,082,745.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 110,940 shares
    • Colonial Trust Co / SC: 51,229 shares

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

  2. period ended2026-03-31
    13F 163,909 shares
    Change vs previous 13F -1,052 shares

    2.38% of the 13F portfolio, value $48,215,735.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 110,222 shares
    • Colonial Trust Co / SC: 53,687 shares

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

  3. period ended2025-12-31
    13F 164,961 shares
    Change vs previous 13F +1,471 shares

    2.56% of the 13F portfolio, value $53,153,871.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 111,331 shares
    • Colonial Trust Co / SC: 53,630 shares

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

  4. period ended2025-09-30
    13F 163,490 shares
    Change vs previous 13F +821 shares

    2.53% of the 13F portfolio, value $51,569,909.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 110,636 shares
    • Colonial Trust Co / SC: 52,854 shares

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

  5. period ended2025-06-30
    13F 162,669 shares
    Change vs previous 13F -1,199 shares

    2.49% of the 13F portfolio, value $47,159,417.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 110,783 shares
    • Colonial Trust Co / SC: 51,886 shares

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

  6. period ended2025-03-31
    13F 163,868 shares
    Change vs previous 13F +493 shares

    2.27% of the 13F portfolio, value $40,197,012.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 111,636 shares
    • Colonial Trust Co / SC: 52,232 shares

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

  7. period ended2024-12-31
    13F 163,375 shares
    Change vs previous 13F -741 shares

    2.17% of the 13F portfolio, value $39,162,643.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 109,870 shares
    • Colonial Trust Co / SC: 53,505 shares

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

  8. period ended2024-09-30
    13F 164,116 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $34,605,543.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 112,256 shares
    • Colonial Trust Co / SC: 51,860 shares

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