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Visionary Wealth Advisors: JPM position timeline

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

Visionary Wealth Advisors held 53,977 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,977 shares
    Change vs previous 13F -273 shares

    0.7% of the 13F portfolio, value $17,668,135.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 54,250 shares
    Change vs previous 13F -926 shares

    0.71% of the 13F portfolio, value $15,958,149.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 55,176 shares
    Change vs previous 13F -480 shares

    0.8% of the 13F portfolio, value $17,778,885.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 55,656 shares
    Change vs previous 13F -38 shares

    0.82% of the 13F portfolio, value $17,555,633.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 55,694 shares
    Change vs previous 13F -273 shares

    0.82% of the 13F portfolio, value $16,146,276.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 55,967 shares
    Change vs previous 13F -2,567 shares

    0.82% of the 13F portfolio, value $13,728,819.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 58,534 shares
    Change vs previous 13F -1,750 shares

    0.82% of the 13F portfolio, value $14,031,287.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 60,284 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $12,711,522.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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