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Disclosery

VICUS CAPITAL: JPM position timeline

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

VICUS CAPITAL held 10,978 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,978 shares
    Change vs previous 13F -331 shares

    0.23% of the 13F portfolio, value $3,593,484.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 11,309 shares
    Change vs previous 13F -351 shares

    0.24% of the 13F portfolio, value $3,326,785.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 11,660 shares
    Change vs previous 13F -1,155 shares

    0.28% of the 13F portfolio, value $3,757,124.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 12,815 shares
    Change vs previous 13F -165 shares

    0.31% of the 13F portfolio, value $4,042,325.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 12,980 shares
    Change vs previous 13F +18 shares

    0.31% of the 13F portfolio, value $3,763,079.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 12,962 shares
    Change vs previous 13F +2,424 shares

    0.3% of the 13F portfolio, value $3,179,653.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    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 10,538 shares
    Change vs previous 13F +1,046 shares

    0.22% of the 13F portfolio, value $2,525,956.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    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 9,492 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,001,510.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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