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Disclosery

Vident Advisory, LLC: JPM position timeline

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

Vident Advisory, LLC held 149,682 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,682 shares
    Change vs previous 13F -14,073 shares

    0.36% of the 13F portfolio, value $48,995,547.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, LLC
    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 163,755 shares
    Change vs previous 13F -7,906 shares

    0.41% of the 13F portfolio, value $48,170,273.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, LLC
    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 171,661 shares
    Change vs previous 13F +28,811 shares

    0.52% of the 13F portfolio, value $55,312,773.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, LLC
    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 142,850 shares
    Change vs previous 13F +3,762 shares

    0.44% of the 13F portfolio, value $45,059,097.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, LLC
    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 139,088 shares
    Change vs previous 13F +9,634 shares

    0.45% of the 13F portfolio, value $40,323,137.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, LLC
    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 129,454 shares
    Change vs previous 13F +19,350 shares

    0.46% of the 13F portfolio, value $31,757,273.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, LLC
    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 110,104 shares
    Change vs previous 13F +1,617 shares

    0.46% of the 13F portfolio, value $26,394,858.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, LLC
    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 108,487 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $22,877,059.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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