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Disclosery

Vest Financial, LLC: JPM position timeline

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

Vest Financial, LLC held 255,362 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,362 shares
    Change vs previous 13F +17,434 shares

    0.88% of the 13F portfolio, value $83,587,643.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 237,928 shares
    Change vs previous 13F +17,397 shares

    0.84% of the 13F portfolio, value $69,988,901.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 220,531 shares
    Change vs previous 13F +13,061 shares

    0.9% of the 13F portfolio, value $71,059,497.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 207,470 shares
    Change vs previous 13F +12,804 shares

    0.85% of the 13F portfolio, value $65,442,262.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 194,666 shares
    Change vs previous 13F +10,525 shares

    0.8% of the 13F portfolio, value $56,435,620.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 184,141 shares
    Change vs previous 13F +33,618 shares

    0.7% of the 13F portfolio, value $45,169,787.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 150,523 shares
    Change vs previous 13F +10,834 shares

    0.64% of the 13F portfolio, value $36,081,867.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 139,689 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $29,454,823.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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