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Disclosery

Venturi Wealth Management, LLC: JPM position timeline

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

Venturi Wealth Management, LLC held 79,433 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 79,433 shares
    Change vs previous 13F +497 shares

    1.01% of the 13F portfolio, value $26,000,531.

    13F-HR 0001666363-26-000004 filed by Venturi 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 78,936 shares
    Change vs previous 13F +8,620 shares

    1.05% of the 13F portfolio, value $23,219,620.

    13F-HR 0001666363-26-000003 filed by Venturi 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 70,316 shares
    Change vs previous 13F +1,142 shares

    1.01% of the 13F portfolio, value $22,657,192.

    13F-HR 0001666363-26-000001 filed by Venturi 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 69,174 shares
    Change vs previous 13F +1,518 shares

    1.01% of the 13F portfolio, value $21,819,559.

    13F-HR 0001666363-25-000008 filed by Venturi 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 67,656 shares
    Change vs previous 13F -676 shares

    0.97% of the 13F portfolio, value $19,614,095.

    13F-HR 0001666363-25-000006 filed by Venturi 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 68,332 shares
    Change vs previous 13F +50,398 shares

    0.87% of the 13F portfolio, value $16,761,974.

    13F-HR 0001666363-25-000005 filed by Venturi 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 17,934 shares
    Change vs previous 13F +8,819 shares

    0.21% of the 13F portfolio, value $4,299,079.

    13F-HR 0001666363-25-000004 filed by Venturi 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 9,115 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,922,082.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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