Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,547,943
+$335,416 QoQ
Shares Held
4,729
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#3,211
of 5,058 holders
Holding Since
Sep 2022
16 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, 2026Whelan Financial holds $3,553,302 across 3 Banks - Diversified names. JPM ranks #2 (43.6% of the industry book) .
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,547,943 | 4,729 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,212,527 | 4,122 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,321,746 | 4,102 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,457,917 | 4,622 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,007,727 | 3,476 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $850,700 | 3,468 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $785,289 | 3,276 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $689,301 | 3,269 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $647,029 | 3,199 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $621,330 | 3,102 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $457,909 | 2,692 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $400,545 | 2,762 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $363,163 | 2,497 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $311,831 | 2,393 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $320,364 | 2,389 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $249,232 | 2,385 | Shares | Sole | 2022-10-18 | |
| No filing history on record for this holder in this stock. | ||||||