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Convergence Investment Partners, LLC: JPM position timeline

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

Convergence Investment Partners, LLC held 8,406 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,406 shares
    Change vs previous 13F -6,551 shares

    0.26% of the 13F portfolio, value $2,751,455.

    13F-HR 0001580642-26-004768 filed by Convergence Investment Partners, 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 14,957 shares
    Change vs previous 13F -2,516 shares

    0.72% of the 13F portfolio, value $4,399,723.

    13F-HR 0001580642-26-003061 filed by Convergence Investment Partners, 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 17,473 shares
    Change vs previous 13F +1,583 shares

    1.12% of the 13F portfolio, value $5,630,107.

    13F-HR 0001580642-26-000812 filed by Convergence Investment Partners, 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 15,890 shares
    Change vs previous 13F -1,455 shares

    1.12% of the 13F portfolio, value $5,012,136.

    13F-HR 0001580642-25-006974 filed by Convergence Investment Partners, 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 17,345 shares
    Change vs previous 13F +1,261 shares

    1.27% of the 13F portfolio, value $5,028,462.

    13F-HR 0001580642-25-004698 filed by Convergence Investment Partners, 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 16,084 shares
    Change vs previous 13F -1,427 shares

    1.09% of the 13F portfolio, value $3,945,403.

    13F-HR 0001580642-25-002881 filed by Convergence Investment Partners, 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 17,511 shares
    Change vs previous 13F -3,264 shares

    0.94% of the 13F portfolio, value $4,197,548.

    13F-HR 0001580642-25-000637 filed by Convergence Investment Partners, 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 20,775 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $4,380,705.

    13F-HR 0001580642-24-006418 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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