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Disclosery

VestGen Investment Management: JPM position timeline

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

VestGen Investment Management held 3,388 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,388 shares
    Change vs previous 13F -192 shares

    0.59% of the 13F portfolio, value $1,108,994.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 3,580 shares
    Change vs previous 13F -417 shares

    0.58% of the 13F portfolio, value $1,053,093.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 3,997 shares
    Change vs previous 13F +437 shares

    0.71% of the 13F portfolio, value $1,287,913.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 3,560 shares
    Change vs previous 13F +811 shares

    0.67% of the 13F portfolio, value $1,122,931.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 2,749 shares
    Change vs previous 13F -183 shares

    0.57% of the 13F portfolio, value $796,963.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 2,932 shares
    Change vs previous 13F +67 shares

    0.54% of the 13F portfolio, value $719,220.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 2,865 shares
    Change vs previous 13F +133 shares

    0.19% of the 13F portfolio, value $686,769.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 2,732 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $576,070.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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