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American Trust

SEC CIK
0001905128
Latest filing
Aug 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by American Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
30,269
Value
$9.91M
% of portfolio
0.8%
Quarters held
19
Since Q4 2021
Holdings of JPM by American Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,269$9.91M0.8%−2,654−8.1%ReducedHolders
Q1 202632,923$9.68M0.9%−4,372−11.7%ReducedHolders
Q4 202537,295$12.0M1.0%−30−0.1%ReducedHolders
Q3 202537,325$11.8M1.0%+75+0.2%AddedHolders
Q2 202537,250$10.8M1.0%+908+2.5%AddedHolders
Q1 202536,342$8.91M2.2%−261−0.7%ReducedHolders
Q4 202436,603$8.77M0.7%−25−0.1%ReducedHolders
Q3 202436,628$7.72M0.6%−4,919−11.8%ReducedHolders
Q2 202441,547$8.40M0.7%−1,045−2.5%ReducedHolders
Q1 202442,592$8.53M0.8%−2,565−5.7%ReducedHolders
Q4 202345,157$7.68M0.6%+284+0.6%AddedHolders
Q3 202344,873$6.51M0.5%−4,216−8.6%ReducedHolders
Q2 202349,089$7.14M0.5%−543−1.1%ReducedHolders
Q1 202349,632$6.47M0.5%−1,958−3.8%ReducedHolders
Q4 202251,590$6.92M0.6%−477−0.9%ReducedHolders
Q3 202252,067$5.44M0.5%−3,082−5.6%ReducedHolders
Q2 202255,149$6.21M0.5%+74+0.1%AddedHolders
Q1 202255,075$7.51M0.5%+3,301+6.4%AddedHolders
Q4 202151,774$8.20M0.6%–No prior filingHolders