Western Pacific Wealth Management, LP
Position in JPM — Jpmorgan Chase & Co
CIK 1907320
Lake Forest, IL
Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$301,798
+$30,583 QoQ
Shares Held
922
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#4,667
of 5,056 holders
Holding Since
Dec 2021
19 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, 2026Western Pacific Wealth Management, LP holds $1,292,167 across 6 Banks - Diversified names. JPM ranks #3 (23.4% of the industry book) .
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,798 | 922 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $271,215 | 922 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $297,086 | 922 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $361,482 | 1,146 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $332,236 | 1,146 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $322,814 | 1,316 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $315,458 | 1,316 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $277,491 | 1,316 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $266,174 | 1,316 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $271,807 | 1,357 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $230,655 | 1,356 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $244,503 | 1,686 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $245,211 | 1,686 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $219,702 | 1,686 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $235,479 | 1,756 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $129,162 | 1,236 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $55,404 | 492 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $67,069 | 492 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $77,908 | 492 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||