Western Financial Corp/CA

Position in JPM — Jpmorgan Chase & Co

CIK 1954480 SAN DIEGO, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,083,134

+$142,705 QoQ

Shares Held

3,309

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#3,571

of 5,058 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Western Financial Corp/CA holds $15,600,811 across 5 Banks - Diversified names. JPM ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	88,892	$7,346,034
2	BNY	Bank of New York Mellon Corp	42,434	$6,136,380
3	JPM	Jpmorgan Chase & Co This page	3,309	$1,083,134
4	C	Citigroup Inc	6,218	$870,271
5	SAN	Banco Santander, S.A.	11,956	$164,992

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,083,134	3,309	+3.5%	Shares	Sole	2026-07-22
2026-03-31	$940,429	3,197	+28.4%	Shares	Sole	2026-04-23
2025-12-31	$802,005	2,489	-3.6%	Shares	Sole	2026-01-21
2025-09-30	$814,440	2,582	-2.3%	Shares	Sole	2025-10-21
2025-06-30	$765,942	2,642	+1.5%	Shares	Sole	2025-07-17
2025-03-31	$638,761	2,604	+11.4%	Shares	Sole	2025-04-23
2024-12-31	$560,202	2,337	+17.5%	Shares	Sole	2025-01-24
2024-09-30	$419,400	1,989	+0.4%	Shares	Sole	2024-10-21
2024-06-30	$400,677	1,981	+23.7%	Shares	Sole	2024-07-19
2023-06-30	$232,849	1,601	-7.0%	Shares	Sole	2023-07-27
2023-03-31	$224,263	1,721	+0.5%	Shares	Sole	2023-04-20
2022-12-31	$229,713	1,713	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.