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VICTORY FINANCIAL GROUP, LLC: JPM position timeline

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

VICTORY FINANCIAL GROUP, LLC held 5,075 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,075 shares
    Change vs previous 13F +663 shares

    0.17% of the 13F portfolio, value $1,661,118.

    13F-HR 0001754960-26-000656 filed by VICTORY FINANCIAL GROUP, 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 4,412 shares
    Change vs previous 13F -222 shares

    0.16% of the 13F portfolio, value $1,297,891.

    13F-HR 0001754960-26-000326 filed by VICTORY FINANCIAL GROUP, 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 4,634 shares
    Change vs previous 13F +866 shares

    0.19% of the 13F portfolio, value $1,493,121.

    13F-HR 0001754960-26-000080 filed by VICTORY FINANCIAL GROUP, 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 3,768 shares
    Change vs previous 13F -520 shares

    0.16% of the 13F portfolio, value $1,188,624.

    13F-HR 0001754960-25-000796 filed by VICTORY FINANCIAL GROUP, 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 4,288 shares
    Change vs previous 13F +1,037 shares

    0.2% of the 13F portfolio, value $1,243,124.

    13F-HR 0001754960-25-000601 filed by VICTORY FINANCIAL GROUP, 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 3,251 shares
    Change vs previous 13F +487 shares

    0.15% of the 13F portfolio, value $795,499.

    13F-HR 0001754960-25-000293 filed by VICTORY FINANCIAL GROUP, 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 2,764 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $662,558.

    13F-HR 0001754960-25-000127 filed by VICTORY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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