Westmount Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2051491 LOS ANGELES, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,023,547

+$339,632 QoQ

Shares Held

9,237

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#2,564

of 5,056 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Westmount Partners, LLC holds $7,037,324 across 4 Banks - Diversified names. JPM ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,237	$3,023,547
2	WFC	Wells Fargo & Company/Mn	31,225	$2,580,434
3	BAC	Bank Of America Corp /De/	20,783	$1,184,215
4	C	Citigroup Inc	1,780	$249,128

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,023,547	9,237	+1.2%	Shares	Sole	2026-07-07
2026-03-31	$2,683,915	9,124	+4.6%	Shares	Sole	2026-04-16
2025-12-31	$2,811,369	8,725	-2.5%	Shares	Sole	2026-01-15
2025-09-30	$2,822,467	8,948	+0.7%	Shares	Sole	2025-10-14
2025-06-30	$2,575,270	8,883	-0.1%	Shares	Sole	2025-07-09
2025-03-31	$2,180,962	8,891	-6.6%	Shares	Sole	2025-05-01
2024-12-31	$2,282,278	9,521	-4.7%	Shares	Sole	2025-01-13
2024-09-30	$2,107,334	9,994	-4.0%	Shares	Sole	2025-01-13
2024-06-30	$2,105,728	10,411	-4.6%	Shares	Sole	2025-01-28
2024-03-31	$2,185,673	10,912	-1.2%	Shares	Sole	2025-01-28
2023-12-31	$1,879,605	11,050	+1.0%	Shares	Sole	2025-01-28
2023-09-30	$1,586,373	10,939	+1.1%	Shares	Sole	2025-01-28
2023-06-30	$1,572,933	10,815	+1.5%	Shares	Sole	2025-01-28
2023-03-31	$1,388,062	10,652	+16.5%	Shares	Sole	2025-01-29
2022-12-31	$1,226,076	9,143	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.