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VESTIA PERSONAL WEALTH ADVISORS: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VESTIA PERSONAL WEALTH ADVISORS on JPM, newest first. How the timeline and the estimate are built.

VESTIA PERSONAL WEALTH ADVISORS held 1,229 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,229 shares
    Change vs previous 13F +26 shares

    0.16% of the 13F portfolio, value $402,241.

    13F-HR 0002033299-26-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,203 shares
    Change vs previous 13F -91 shares

    0.17% of the 13F portfolio, value $353,765.

    13F-HR 0002033299-26-000002 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,294 shares
    Change vs previous 13F +34 shares

    0.2% of the 13F portfolio, value $390,958.

    13F-HR 0002033299-26-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,260 shares
    Change vs previous 13F +288 shares

    0.23% of the 13F portfolio, value $397,500.

    13F-HR 0002033299-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 972 shares
    Change vs previous 13F +63 shares

    0.19% of the 13F portfolio, value $281,798.

    13F-HR 0002033299-25-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 909 shares
    Change vs previous 13F -254 shares

    0.18% of the 13F portfolio, value $222,879.

    13F-HR 0001785445-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,163 shares
    Change vs previous 13F +130 shares

    0.23% of the 13F portfolio, value $278,891.

    13F-HR 0002033299-25-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,033 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $217,837.

    13F-HR 0001831263-24-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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