Whitener Capital Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 825217 Rocky Mount, NC

Position in JPM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$25,228,959

+$2,616,880 QoQ

Shares Held

77,075

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

5.91%

of 13F equity value

Holder Rank

#878

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Whitener Capital Management, Inc. holds $32,519,213 across 5 Banks - Diversified names. JPM ranks #1 (77.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	77,075	$25,228,959
2	RY	Royal Bank Of Canada	20,899	$4,325,466
3	BNY	Bank of New York Mellon Corp	10,470	$1,514,066
4	BAC	Bank Of America Corp /De/	18,165	$1,035,041
5	C	Citigroup Inc	2,970	$415,681

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,228,959	77,075	+0.3%	Shares	Sole	2026-07-10
2026-03-31	$22,612,079	76,870	-1.2%	Shares	Sole	2026-04-16
2025-12-31	$25,057,438	77,765	-0.2%	Shares	Sole	2026-01-23
2025-09-30	$24,583,983	77,938	-0.5%	Shares	Sole	2025-10-15
2025-06-30	$22,710,099	78,335	-1.5%	Shares	Sole	2025-07-14
2025-03-31	$19,500,368	79,496	-0.4%	Shares	Sole	2025-05-01
2024-12-31	$19,137,727	79,837	-0.7%	Shares	Sole	2025-01-15
2024-09-30	$16,956,306	80,415	+0.8%	Shares	Sole	2024-10-29
2024-06-30	$16,138,729	79,792	+3.0%	Shares	Sole	2024-07-17
2024-03-31	$15,524,051	77,504	-0.1%	Shares	Sole	2024-04-16
2023-12-31	$13,201,120	77,608	-1.0%	Shares	Sole	2024-01-10
2023-09-30	$11,369,858	78,402	-0.4%	Shares	Sole	2023-11-02
2023-06-30	$11,449,036	78,720	-0.8%	Shares	Sole	2023-07-13
2023-03-31	$10,341,010	79,357	-1.7%	Shares	Sole	2023-04-12
2022-12-31	$10,824,552	80,720	+4.8%	Shares	Sole	2023-03-01
2022-09-30	$8,051,098	77,044	+0.8%	Shares	Sole	2022-10-28
2022-06-30	$8,608,133	76,442	+2.3%	Shares	Sole	2022-08-09
2022-03-31	$10,183,104	74,700	+2.5%	Shares	Sole	2022-05-11
2021-12-31	$11,537,064	72,858	+2.8%	Shares	Sole	2022-02-14
2021-09-30	$11,598,254	70,855	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$11,118,776	71,485	+1.1%	Shares	Sole	2021-08-12
2021-03-31	$10,760,986	70,689	-0.2%	Shares	Sole	2021-05-11
2020-12-31	$9,003,544	70,855	-0.1%	Shares	Sole	2021-02-08
2020-09-30	$6,830,837	70,955	+3.3%	Shares	Sole	2020-10-09
2020-06-30	$6,459,664	68,676	+2.8%	Shares	Sole	2020-07-17
2020-03-31	$6,016,614	66,829	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.