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Covenant Asset Management, LLC: JPM position timeline

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

Covenant Asset Management, LLC held 25,140 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,140 shares
    Change vs previous 13F -765 shares

    1.46% of the 13F portfolio, value $8,229,235.

    13F-HR 0001697717-26-000006 filed by Covenant Asset Management, 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 25,905 shares
    Change vs previous 13F -215 shares

    1.56% of the 13F portfolio, value $7,620,360.

    13F-HR 0001697717-26-000004 filed by Covenant Asset Management, 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 26,120 shares
    Change vs previous 13F -317 shares

    1.62% of the 13F portfolio, value $8,416,378.

    13F-HR 0001697717-26-000002 filed by Covenant Asset Management, 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 26,437 shares
    Change vs previous 13F +12 shares

    1.57% of the 13F portfolio, value $8,338,995.

    13F-HR 0001697717-25-000012 filed by Covenant Asset Management, 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 26,425 shares
    Change vs previous 13F +296 shares

    1.57% of the 13F portfolio, value $7,660,852.

    13F-HR 0001697717-25-000007 filed by Covenant Asset Management, 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 26,129 shares
    Change vs previous 13F -485 shares

    1.61% of the 13F portfolio, value $6,409,507.

    13F-HR 0001697717-25-000005 filed by Covenant Asset Management, 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 26,614 shares
    Change vs previous 13F -2,571 shares

    1.42% of the 13F portfolio, value $6,379,584.

    13F-HR 0001697717-25-000002 filed by Covenant Asset Management, 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 29,185 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,154,015.

    13F-HR 0001697717-24-000011 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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