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Vestmark Advisory Solutions, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on JPM, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 176,488 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,488 shares
    Change vs previous 13F +9,307 shares

    0.54% of the 13F portfolio, value $57,769,755.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 167,181 shares
    Change vs previous 13F +56,924 shares

    0.55% of the 13F portfolio, value $49,178,876.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 110,257 shares
    Change vs previous 13F +56,454 shares

    0.48% of the 13F portfolio, value $35,527,162.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 53,803 shares
    Change vs previous 13F +10,341 shares

    0.32% of the 13F portfolio, value $16,971,097.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 43,462 shares
    Change vs previous 13F +15,979 shares

    0.18% of the 13F portfolio, value $12,600,078.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 27,483 shares
    Change vs previous 13F +13,871 shares

    0.17% of the 13F portfolio, value $6,741,580.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 13,612 shares
    Change vs previous 13F +2,825 shares

    0.11% of the 13F portfolio, value $3,262,933.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 10,787 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,274,547.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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