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Verity & Verity, LLC: JPM position timeline

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

Verity & Verity, LLC held 124,033 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,033 shares
    Change vs previous 13F -1,114 shares

    2.79% of the 13F portfolio, value $40,599,729.

    13F-HR 0001542108-26-000005 filed by Verity & Verity, 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 125,147 shares
    Change vs previous 13F +196 shares

    2.74% of the 13F portfolio, value $36,813,247.

    13F-HR 0001542108-26-000002 filed by Verity & Verity, 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 124,951 shares
    Change vs previous 13F +909 shares

    3.13% of the 13F portfolio, value $40,261,718.

    13F-HR 0001542108-26-000001 filed by Verity & Verity, 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 124,042 shares
    Change vs previous 13F +2 shares

    3.13% of the 13F portfolio, value $39,126,575.

    13F-HR 0001542108-25-000006 filed by Verity & Verity, 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 124,040 shares
    Change vs previous 13F -2,051 shares

    3.09% of the 13F portfolio, value $35,960,442.

    13F-HR 0001542108-25-000005 filed by Verity & Verity, 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 126,091 shares
    Change vs previous 13F +524 shares

    2.72% of the 13F portfolio, value $30,930,127.

    13F-HR 0001542108-25-000002 filed by Verity & Verity, 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 125,567 shares
    Change vs previous 13F +11,927 shares

    2.75% of the 13F portfolio, value $30,099,671.

    13F-HR 0001542108-25-000001 filed by Verity & Verity, 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 113,640 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $23,962,026.

    13F-HR 0001542108-24-000007 filed by Verity & Verity, LLC
    Filed (acceptance time not in the bulk data set), ingested

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