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Disclosery

Confluence Wealth Services, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Confluence Wealth Services, Inc. on JPM, newest first. How the timeline and the estimate are built.

Confluence Wealth Services, Inc. held 62,628 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,628 shares
    Change vs previous 13F +13,658 shares

    0.59% of the 13F portfolio, value $20,499,824.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
    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 48,970 shares
    Change vs previous 13F +2,754 shares

    0.56% of the 13F portfolio, value $14,404,764.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
    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 46,216 shares
    Change vs previous 13F -3,565 shares

    0.62% of the 13F portfolio, value $14,891,405.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
    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 49,781 shares
    Change vs previous 13F +142 shares

    0.77% of the 13F portfolio, value $15,702,174.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
    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 49,639 shares
    Change vs previous 13F -140 shares

    0.79% of the 13F portfolio, value $14,390,556.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
    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 49,779 shares
    Change vs previous 13F +5,738 shares

    0.76% of the 13F portfolio, value $11,990,531.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    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 44,041 shares
    Change vs previous 13F -959 shares

    0.76% of the 13F portfolio, value $11,712,591.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    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 45,000 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $9,488,536.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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