Ownership history in American Trust · 16 quarters on record
This page tracks every 13F SEC filing in which American Trust reported a position in JP MORGAN CHASE (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 37,295 | -30 | -0.1% | 1.01% | $12.0M | $320.77 |
| 2025 Q3 | ADDED | 37,325 | +75 | +0.2% | 0.99% | $11.8M | $312.49 |
| 2025 Q2 | ADDED | 37,250 | +908 | +2.5% | 1.02% | $10.8M | $285.83 |
| 2025 Q1 | REDUCED | 36,342 | -261 | -0.7% | 2.20% | $8.9M | $240.37 |
| 2024 Q4 | REDUCED | 36,603 | -25 | -0.1% | 0.67% | $8.8M | $233.69 |
| 2024 Q3 | REDUCED | 36,628 | -4,919 | -11.8% | 0.64% | $7.7M | $204.31 |
| 2024 Q2 | REDUCED | 41,547 | -1,045 | -2.5% | 0.69% | $8.4M | $194.90 |
| 2024 Q1 | REDUCED | 42,592 | -2,565 | -5.7% | 0.71% | $8.5M | $191.89 |
| 2023 Q4 | ADDED | 45,157 | +284 | +0.6% | 0.57% | $7.7M | $161.96 |
| 2023 Q3 | REDUCED | 44,873 | -4,216 | -8.6% | 0.50% | $6.5M | $137.07 |
As of 2025 Q4 — sorted by position size