Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$198,689
-$17,812 QoQ
Shares Held
607
-17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4,937
of 5,057 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Westend Capital Management, LLC holds $563,719 across 5 Banks - Diversified names. JPM ranks #2 (35.2% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,689 | 607 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $216,501 | 736 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $239,731 | 744 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $52,045 | 165 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $39,137 | 135 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $25,020 | 102 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $24,450 | 102 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $21,507 | 102 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $9,506 | 47 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $58,487 | 292 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||