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Disclosery

UNIVEST FINANCIAL Corp: JPM position timeline

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

UNIVEST FINANCIAL Corp held 34,423 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,423 shares
    Change vs previous 13F +277 shares

    0.55% of the 13F portfolio, value $11,267,782.

    13F-HR 0000102212-26-000038 filed by UNIVEST FINANCIAL Corp
    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 34,146 shares
    Change vs previous 13F -2,628 shares

    0.56% of the 13F portfolio, value $10,044,529.

    13F-HR 0000102212-26-000029 filed by UNIVEST FINANCIAL Corp
    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 36,774 shares
    Change vs previous 13F -653 shares

    0.63% of the 13F portfolio, value $11,849,351.

    13F-HR 0000102212-26-000008 filed by UNIVEST FINANCIAL Corp
    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 37,427 shares
    Change vs previous 13F -781 shares

    0.66% of the 13F portfolio, value $11,805,661.

    13F-HR 0000102212-25-000029 filed by UNIVEST FINANCIAL Corp
    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 38,208 shares
    Change vs previous 13F -1,438 shares

    0.66% of the 13F portfolio, value $11,077,022.

    13F-HR 0001085146-25-004475 filed by UNIVEST FINANCIAL Corp
    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 39,646 shares
    Change vs previous 13F -970 shares

    0.64% of the 13F portfolio, value $9,725,276.

    13F-HR 0001085146-25-002845 filed by UNIVEST FINANCIAL Corp
    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 40,616 shares
    Change vs previous 13F -267 shares

    0.61% of the 13F portfolio, value $9,736,154.

    13F-HR 0001085146-25-001025 filed by UNIVEST FINANCIAL Corp
    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 40,883 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,620,703.

    13F-HR 0001085146-24-005865 filed by UNIVEST FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

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