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Modera Wealth Management, LLC: JPM position timeline

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

Modera Wealth Management, LLC held 205,295 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,295 shares
    Change vs previous 13F -6,780 shares

    0.72% of the 13F portfolio, value $67,199,257.

    13F-HR 0001398344-26-013292 filed by Modera Wealth 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 212,075 shares
    Change vs previous 13F -3,386 shares

    0.75% of the 13F portfolio, value $62,384,077.

    13F-HR 0001398344-26-008552 filed by Modera Wealth 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 215,461 shares
    Change vs previous 13F -6,732 shares

    0.8% of the 13F portfolio, value $69,425,726.

    13F-HR 0001398344-26-000944 filed by Modera Wealth 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 222,193 shares
    Change vs previous 13F -4,312 shares

    0.81% of the 13F portfolio, value $70,086,238.

    13F-HR 0001398344-25-020069 filed by Modera Wealth 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 226,505 shares
    Change vs previous 13F -2,609 shares

    0.81% of the 13F portfolio, value $65,666,114.

    13F-HR 0001398344-25-014578 filed by Modera Wealth 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 229,114 shares
    Change vs previous 13F -4,359 shares

    0.76% of the 13F portfolio, value $56,201,558.

    13F-HR 0001398344-25-008976 filed by Modera Wealth 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 233,473 shares
    Change vs previous 13F -2,303 shares

    0.68% of the 13F portfolio, value $55,965,993.

    13F-HR 0001398344-25-002046 filed by Modera Wealth 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 235,776 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $49,715,734.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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