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Verdence Capital Advisors LLC: JPM position timeline

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

Verdence Capital Advisors LLC held 87,633 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,633 shares
    Change vs previous 13F +4,707 shares

    1.51% of the 13F portfolio, value $28,685,001.

    13F-HR 0001719305-26-000004 filed by Verdence Capital Advisors 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 82,926 shares
    Change vs previous 13F -2,382 shares

    1.42% of the 13F portfolio, value $24,393,602.

    13F-HR 0001719305-26-000003 filed by Verdence Capital Advisors 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 85,308 shares
    Change vs previous 13F -2,752 shares

    1.63% of the 13F portfolio, value $27,487,790.

    13F-HR 0001719305-26-000002 filed by Verdence Capital Advisors 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 88,060 shares
    Change vs previous 13F +5,486 shares

    1.54% of the 13F portfolio, value $26,783,509.

    13F-HR 0001719305-25-000008 filed by Verdence Capital Advisors 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 82,574 shares
    Change vs previous 13F +2,389 shares

    1.64% of the 13F portfolio, value $23,939,082.

    13F-HR 0001719305-25-000005 filed by Verdence Capital Advisors 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 80,185 shares
    Change vs previous 13F -454 shares

    1.5% of the 13F portfolio, value $19,669,316.

    13F-HR 0001719305-25-000004 filed by Verdence Capital Advisors 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 80,639 shares
    Change vs previous 13F -2,306 shares

    1.55% of the 13F portfolio, value $19,329,969.

    13F-HR 0001719305-25-000002 filed by Verdence Capital Advisors 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 82,945 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $17,489,714.

    13F-HR 0001719305-24-000007 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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