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Livermore
Livermore
ZHEN

Whelan Financial

SEC CIK
0001894921
Latest filing
Jul 24, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Whelan Financial, 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)
4,729
Value
$1.55M
% of portfolio
0.4%
Quarters held
16
Since Q3 2022
Holdings of JPM by Whelan Financial, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,729$1.55M0.4%+607+14.7%AddedHolders
Q1 20264,122$1.21M0.4%+20+0.5%AddedHolders
Q4 20254,102$1.32M0.4%−520−11.3%ReducedHolders
Q3 20254,622$1.46M0.5%+1,146+33.0%AddedHolders
Q2 20253,476$1.01M0.4%+8+0.2%AddedHolders
Q1 20253,468$850.7K0.3%+192+5.9%AddedHolders
Q4 20243,276$785.4K0.3%+7+0.2%AddedHolders
Q3 20243,269$689.2K0.3%+70+2.2%AddedHolders
Q2 20243,199$647.0K0.3%+97+3.1%AddedHolders
Q1 20243,102$621.3K0.3%+410+15.2%AddedHolders
Q4 20232,692$457.9K0.2%−70−2.5%ReducedHolders
Q3 20232,762$400.5K0.2%+265+10.6%AddedHolders
Q2 20232,497$363.2K0.2%+104+4.3%AddedHolders
Q1 20232,393$311.8K0.2%+4+0.2%AddedHolders
Q4 20222,389$320.4K0.2%+4+0.2%AddedHolders
Q3 20222,385$249.0K0.2%+2,385NewHolders