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Disclosery

Vision Capital Management, Inc.: JPM position timeline

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

Vision Capital Management, Inc. held 11,362 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 11,362 shares
    Change vs previous 13F +2,879 shares

    0.42% of the 13F portfolio, value $3,719,124.

    13F-HR 0001417889-26-000004 filed by Vision Capital Management, 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 8,483 shares
    Change vs previous 13F -3 shares

    0.32% of the 13F portfolio, value $2,495,360.

    13F-HR 0001417889-26-000002 filed by Vision Capital Management, 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 8,486 shares
    Change vs previous 13F -56 shares

    0.33% of the 13F portfolio, value $2,734,359.

    13F-HR 0001417889-26-000001 filed by Vision Capital Management, 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 8,542 shares
    Change vs previous 13F +7 shares

    0.33% of the 13F portfolio, value $2,694,404.

    13F-HR 0001417889-25-000005 filed by Vision Capital Management, 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 8,535 shares
    Change vs previous 13F -705 shares

    0.33% of the 13F portfolio, value $2,474,382.

    13F-HR 0001417889-25-000004 filed by Vision Capital Management, 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 9,240 shares
    Change vs previous 13F +2,175 shares

    0.33% of the 13F portfolio, value $2,266,572.

    13F-HR 0001785445-25-000006 filed by Vision Capital Management, 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 7,065 shares
    Change vs previous 13F +671 shares

    0.25% of the 13F portfolio, value $1,693,552.

    13F-HR 0001417889-25-000001 filed by Vision Capital Management, 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 6,394 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,348,239.

    13F-HR 0001417889-24-000007 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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