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Vise Technologies, Inc.: JPM position timeline

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

Vise Technologies, Inc. held 251,991 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,991 shares
    Change vs previous 13F +119,974 shares

    0.93% of the 13F portfolio, value $82,484,353.

    13F-HR 0001812090-26-000004 filed by Vise Technologies, 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 132,017 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $42,538,500.

    13F-HR 0001812090-26-000002 filed by Vise Technologies, 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 132,017 shares
    Change vs previous 13F +52,479 shares

    0.83% of the 13F portfolio, value $42,538,500.

    13F-HR 0001812090-26-000001 filed by Vise Technologies, 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 79,538 shares
    Change vs previous 13F -26,939 shares

    0.93% of the 13F portfolio, value $25,088,700.

    13F-HR 0001812090-25-000005 filed by Vise Technologies, 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 106,477 shares
    Change vs previous 13F +60,244 shares

    1.27% of the 13F portfolio, value $30,868,678.

    13F-HR 0001085146-25-004681 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 46,233 shares
    Change vs previous 13F -4,869 shares

    0.92% of the 13F portfolio, value $11,082,625.

    13F-HR 0001085146-25-001744 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 51,102 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $10,775,420.

    13F-HR 0001085146-24-005666 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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