Willner & Heller, LLC
- SEC CIK
- 0001927796
- Latest filing
- Jul 7, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Willner & Heller, 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)
- 5,762
- Value
- $1.89M
- % of portfolio
- 1.2%
- Quarters held
- 16
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,762 | $1.89M | 1.2% | +35+0.6% | Added | Holders |
| Q1 2026 | 5,727 | $1.68M | 1.3% | +820+16.7% | Added | Holders |
| Q4 2025 | 4,907 | $1.58M | 1.1% | −30−0.6% | Reduced | Holders |
| Q3 2025 | 4,937 | $1.56M | 1.2% | −49−1.0% | Reduced | Holders |
| Q2 2025 | 4,986 | $1.45M | 1.2% | −46−0.9% | Reduced | Holders |
| Q1 2025 | 5,032 | $1.23M | 1.1% | −10−0.2% | Reduced | Holders |
| Q4 2024 | 5,042 | $1.21M | 1.1% | +23+0.5% | Added | Holders |
| Q3 2024 | 5,019 | $1.06M | 0.9% | −241−4.6% | Reduced | Holders |
| Q2 2024 | 5,260 | $1.06M | 1.0% | +29+0.6% | Added | Holders |
| Q1 2024 | 5,231 | $1.05M | 1.0% | −28−0.5% | Reduced | Holders |
| Q4 2023 | 5,259 | $894.6K | 1.0% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 5,031 | $674.6K | 1.0% | −176−3.4% | Reduced | Holders |
| Q3 2022 | 5,207 | $544.0K | 0.9% | +88+1.7% | Added | Holders |
| Q2 2022 | 5,119 | $576.0K | 0.9% | +256+5.3% | Added | Holders |
| Q1 2022 | 4,863 | $770.0K | 0.9% | −179−3.6% | Reduced | Holders |
| Q4 2021 | 5,042 | $825.0K | 1.1% | – | No prior filing | Holders |