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CVA Family Office, LLC: JPM position timeline

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

CVA Family Office, LLC held 13,920 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,920 shares
    Change vs previous 13F +248 shares

    0.41% of the 13F portfolio, value $4,556,428.

    13F-HR 0001802084-26-000003 filed by CVA Family Office, 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 13,672 shares
    Change vs previous 13F +1,498 shares

    0.42% of the 13F portfolio, value $4,021,718.

    13F-HR 0001802084-26-000002 filed by CVA Family Office, 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 12,174 shares
    Change vs previous 13F +624 shares

    0.45% of the 13F portfolio, value $3,922,615.

    13F-HR 0001802084-26-000001 filed by CVA Family Office, 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 11,550 shares
    Change vs previous 13F +68 shares

    0.47% of the 13F portfolio, value $3,643,332.

    13F-HR 0001802084-25-000007 filed by CVA Family Office, 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 11,482 shares
    Change vs previous 13F -130 shares

    0.47% of the 13F portfolio, value $3,328,874.

    13F-HR 0001802084-25-000004 filed by CVA Family Office, 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 11,612 shares
    Change vs previous 13F +405 shares

    0.44% of the 13F portfolio, value $2,848,356.

    13F-HR 0001802084-25-000003 filed by CVA Family Office, 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 11,207 shares
    Change vs previous 13F +504 shares

    0.43% of the 13F portfolio, value $2,686,348.

    13F-HR 0001802084-25-000001 filed by CVA Family Office, 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 10,703 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,256,799.

    13F-HR 0001802084-24-000005 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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