VestGen Investment Management
Position in JPM — Jpmorgan Chase & Co
CIK 1511739
EGG HARBOR TOWNSHIP, NJ
Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,108,994
+$55,902 QoQ
Shares Held
3,388
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#3,547
of 5,058 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026VestGen Investment Management holds $3,326,802 across 5 Banks - Diversified names. JPM ranks #2 (33.3% of the industry book) .
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,994 | 3,388 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,053,092 | 3,580 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,287,913 | 3,997 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,122,930 | 3,560 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $796,962 | 2,749 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $719,219 | 2,932 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $686,769 | 2,865 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $576,069 | 2,732 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $416,048 | 2,057 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $330,495 | 1,650 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $210,583 | 1,238 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $206,218 | 1,422 | Shares | Sole | 2023-10-18 | |
| 2021-06-30 | $272,195 | 1,750 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $273,709 | 1,798 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $227,074 | 1,787 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||