Westbourne Investment Advisors, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1650092
ANNAPOLIS, MD
Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,800,308
+$283,770 QoQ
Shares Held
8,555
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#2,639
of 5,058 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Westbourne Investment Advisors, Inc. holds $25,666,995 across 3 Banks - Diversified names. JPM ranks #3 (10.9% of the industry book) .
All Filings in JPM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,800,308 | 8,555 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,516,538 | 8,555 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,788,814 | 8,655 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,730,046 | 8,655 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,577,299 | 8,890 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,082,597 | 8,490 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,035,137 | 8,490 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,768,061 | 8,385 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,716,176 | 8,485 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,713,165 | 8,553 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,462,009 | 8,595 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,246,446 | 8,595 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,276,672 | 8,778 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,099,164 | 8,435 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,131,133 | 8,435 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,082,620 | 10,360 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,202,111 | 10,675 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,455,216 | 10,675 | Shares | Sole | 2022-06-15 | |
| 2021-12-31 | $1,724,431 | 10,890 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,700,739 | 10,390 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,595,840 | 10,260 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,573,297 | 10,335 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,401,582 | 11,030 | Shares | Sole | 2021-01-22 | |
| 2020-03-31 | $984,027 | 10,930 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||