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VestGen Advisors, LLC: JPM position timeline

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

VestGen Advisors, LLC held 49,461 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,461 shares
    Change vs previous 13F -1,887 shares

    0.48% of the 13F portfolio, value $16,190,190.

    13F-HR 0002050130-26-000005 filed by VestGen 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 51,348 shares
    Change vs previous 13F +11,475 shares

    0.44% of the 13F portfolio, value $15,655,025.

    13F-HR 0002050130-26-000004 filed by VestGen 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 39,873 shares
    Change vs previous 13F -35,858 shares

    0.55% of the 13F portfolio, value $12,847,888.

    13F-HR 0002050130-26-000001 filed by VestGen 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 75,731 shares
    Change vs previous 13F +11,856 shares

    0.8% of the 13F portfolio, value $23,887,722.

    13F-HR 0002050130-25-000006 filed by VestGen 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 63,875 shares
    Change vs previous 13F +216 shares

    0.74% of the 13F portfolio, value $18,672,405.

    13F-HR 0002050130-25-000005 filed by VestGen 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 63,659 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $15,615,742.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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