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Whalerock Point Partners, LLC

SEC CIK
0001389709
Latest filing
Aug 13, 2026

JPM.PC 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.PC overviewAll 13F holders of JPM.PCFull Q2 2026 holdings

Shares (Q2 2026)
46,000
Value
$1.16M
% of portfolio
0.2%
Quarters held
9
Since Q2 2021
Holdings of JPM.PC by Whalerock Point Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,000$1.16M0.2%00.0%UnchangedHolders
Q1 202646,000$1.14M0.2%00.0%UnchangedHolders
Q4 202546,000$1.16M0.2%+46,000NewHolders
Q3 20250$00.0%−46,000−100.0%Sold outHolders
Q2 202546,000$1.16M0.3%00.0%UnchangedHolders
Q1 202546,000$1.15M0.3%00.0%UnchangedHolders
Q4 202446,000$1.17M0.3%00.0%UnchangedHolders
Q3 202446,000$1.17M0.3%+46,000NewHolders
Q2 20240$00.0%−44,000−100.0%Sold outHolders
Q1 202444,000$1.11M0.3%+44,000NewHolders
Q3 20210$00.0%−40,000−100.0%Sold outHolders
Q2 202140,000$1.15M0.4%+40,000NewHolders