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Whalerock Point Partners, LLC

SEC CIK
0001389709
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Whalerock Point Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
57,414
Value
$18.8M
% of portfolio
3.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Whalerock Point Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,414$18.8M3.2%+4,767+9.1%AddedHolders
Q1 202652,647$15.5M3.0%−80−0.2%ReducedHolders
Q4 202552,727$17.0M3.2%+923+1.8%AddedHolders
Q3 202551,804$16.3M3.3%+51+0.1%AddedHolders
Q2 202551,753$15.0M3.2%+163+0.3%AddedHolders
Q1 202551,590$12.7M3.0%+1,050+2.1%AddedHolders
Q4 202450,540$12.1M2.8%+451+0.9%AddedHolders
Q3 202450,089$10.6M2.5%+252+0.5%AddedHolders
Q2 202449,837$10.1M2.7%+617+1.3%AddedHolders
Q1 202449,220$9.86M2.7%+1,424+3.0%AddedHolders
Q4 202347,796$8.13M2.5%−1,748−3.5%ReducedHolders
Q3 202349,544$7.18M2.5%−131−0.3%ReducedHolders
Q2 202349,675$7.22M2.5%−211−0.4%ReducedHolders
Q1 202349,886$6.50M2.4%+257+0.5%AddedHolders
Q4 202249,629$6.66M2.7%+1,352+2.8%AddedHolders
Q3 202248,277$5.04M2.2%+452+0.9%AddedHolders
Q2 202247,825$5.39M2.3%+923+2.0%AddedHolders
Q1 202246,902$6.39M2.3%+1,667+3.7%AddedHolders
Q4 202145,235$7.16M2.5%+1,501+3.4%AddedHolders
Q3 202143,734$7.16M2.8%+1,576+3.7%AddedHolders
Q2 202142,158$6.56M2.5%+507+1.2%AddedHolders
Q1 202141,651$6.34M2.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.