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Disclosery

VANTAGE WEALTH: JPM position timeline

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

VANTAGE WEALTH held 69,850 JPM shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 69,850 shares
    Change vs previous 13F -1,712 shares

    4.87% of the 13F portfolio, value $22,507,067.

    13F-HR 0001172661-26-000188 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 71,562 shares
    Change vs previous 13F -725 shares

    4.91% of the 13F portfolio, value $22,572,802.

    13F-HR 0001172661-25-004278 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 72,287 shares
    Change vs previous 13F -1,676 shares

    4.75% of the 13F portfolio, value $20,956,724.

    13F-HR 0001172661-25-002565 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 73,963 shares
    Change vs previous 13F -15,300 shares

    4.1% of the 13F portfolio, value $18,143,124.

    13F-HR 0001569174-25-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 89,263 shares
    Change vs previous 13F -534 shares

    4.61% of the 13F portfolio, value $21,397,234.

    13F-HR 0001569174-25-000002 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 89,797 shares
    Change vs previous 13F -370 shares

    4.1% of the 13F portfolio, value $18,934,595.

    13F-HR 0001569174-24-000007 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 90,167 shares
    Change vs previous 13F +420 shares

    4.21% of the 13F portfolio, value $18,237,177.

    13F-HR 0001569174-24-000006 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 89,747 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $17,976,324.

    13F-HR 0001569174-24-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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