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Disclosery

Convergence Financial, LLC: JPM position timeline

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

Convergence Financial, LLC held 21,503 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,503 shares
    Change vs previous 13F +10,180 shares

    0.56% of the 13F portfolio, value $7,038,434.

    13F-HR 0002034001-26-000004 filed by Convergence Financial, LLC
    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 11,323 shares
    Change vs previous 13F -4,149 shares

    0.35% of the 13F portfolio, value $3,332,302.

    13F-HR 0002034001-26-000003 filed by Convergence Financial, LLC
    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 15,472 shares
    Change vs previous 13F +282 shares

    0.73% of the 13F portfolio, value $4,985,506.

    13F-HR 0002034001-26-000001 filed by Convergence Financial, LLC
    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 15,190 shares
    Change vs previous 13F -291 shares

    0.72% of the 13F portfolio, value $4,791,414.

    13F-HR 0002034001-25-000002 filed by Convergence Financial, LLC
    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 15,481 shares
    Change vs previous 13F +23 shares

    0.77% of the 13F portfolio, value $4,488,119.

    13F-HR 0001085146-25-004551 filed by Convergence Financial, LLC
    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 15,458 shares
    Change vs previous 13F +508 shares

    0.74% of the 13F portfolio, value $3,791,848.

    13F-HR 0001085146-25-002327 filed by Convergence Financial, LLC
    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 14,950 shares
    Change vs previous 13F +307 shares

    0.71% of the 13F portfolio, value $3,583,665.

    13F-HR 0001085146-25-000767 filed by Convergence Financial, LLC
    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 14,643 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,087,601.

    13F-HR 0001085146-24-005112 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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