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Disclosery

VCI Wealth Management LLC: JPM position timeline

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

VCI Wealth Management LLC held 14,902 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,902 shares
    Change vs previous 13F +455 shares

    1.22% of the 13F portfolio, value $4,877,888.

    13F-HR 0002009388-26-000002 filed by VCI 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 14,447 shares
    Change vs previous 13F -28 shares

    1.18% of the 13F portfolio, value $4,249,639.

    13F-HR 0002085853-26-000440 filed by VCI 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 14,475 shares
    Change vs previous 13F -386 shares

    1.3% of the 13F portfolio, value $4,664,116.

    13F-HR 0002085853-26-000098 filed by VCI 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 14,861 shares
    Change vs previous 13F +3,036 shares

    1.42% of the 13F portfolio, value $4,687,465.

    13F-HR 0002085853-25-000098 filed by VCI 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 11,825 shares
    Change vs previous 13F +907 shares

    1.2% of the 13F portfolio, value $3,428,072.

    13F-HR 0001667731-25-001009 filed by VCI 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 10,918 shares
    Change vs previous 13F -63 shares

    1.12% of the 13F portfolio, value $2,678,113.

    13F-HR 0001667731-25-000595 filed by VCI 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/A 10,981 shares
    Change vs previous 13F +1,176 shares

    1.12% of the 13F portfolio, value $2,632,228.

    13F-HR/A 0001667731-25-000238 filed by VCI 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 9,805 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,067,464.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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