Whitener Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.2M | Buy |
77,075
+205
| +0.3% | +$63.7K | 5.34% | 4 |
|
|
2026
Q1 | $22.6M | Sell |
76,870
-895
| -1% | -$272K | 5.16% | 4 |
|
|
2025
Q4 | $25.1M | Sell |
77,765
-173
| -0.2% | -$53.6K | 5.7% | 3 |
|
|
2025
Q3 | $24.6M | Sell |
77,938
-397
| -0.5% | -$118K | 5.89% | 2 |
|
|
2025
Q2 | $22.7M | Sell |
78,335
-1,161
| -1% | -$296K | 6.02% | 1 |
|
|
2025
Q1 | $19.5M | Sell |
79,496
-341
| -0.4% | -$86.9K | 5.52% | 2 |
|
|
2024
Q4 | $19.1M | Sell |
79,837
-578
| -0.7% | -$135K | 5.36% | 2 |
|
|
2024
Q3 | $17M | Buy |
80,415
+623
| +0.8% | +$131K | 4.81% | 3 |
|
|
2024
Q2 | $16.1M | Buy |
79,792
+2,288
| +3% | +$447K | 4.89% | 4 |
|
|
2024
Q1 | $15.5M | Sell |
77,504
-104
| -0.1% | -$18.8K | 5.08% | 3 |
|
|
2023
Q4 | $13.2M | Sell |
77,608
-794
| -1% | -$120K | 4.78% | 4 |
|
|
2023
Q3 | $11.4M | Sell |
78,402
-318
| -0.4% | -$47.7K | 4.55% | 4 |
|
|
2023
Q2 | $11.4M | Sell |
78,720
-637
| -0.8% | -$87.6K | 4.39% | 4 |
|
|
2023
Q1 | $10.3M | Sell |
79,357
-1,363
| -2% | -$187K | 4.32% | 4 |
|
|
2022
Q4 | $10.8M | Buy |
80,720
+3,676
| +5% | +$466K | 4.73% | 2 |
|
|
2022
Q3 | $8.05M | Buy |
77,044
+602
| +0.8% | +$69.1K | 3.81% | 6 |
|
|
2022
Q2 | $8.61M | Buy |
76,442
+1,742
| +2% | +$216K | 3.88% | 6 |
|
|
2022
Q1 | $10.2M | Buy |
74,700
+1,842
| +3% | +$272K | 3.82% | 6 |
|
|
2021
Q4 | $11.5M | Buy |
72,858
+2,003
| +3% | +$329K | 4.12% | 5 |
|
|
2021
Q3 | $9M | Sell |
70,855
-630
| -0.9% | -$98.8K | 4.14% | 4 |
|
|
2021
Q2 | $11.1M | Buy |
71,485
+796
| +1% | +$125K | 4.43% | 4 |
|
|
2021
Q1 | $10.8M | Sell |
70,689
-166
| -0.2% | -$23.9K | 4.66% | 3 |
|
|
2020
Q4 | $9M | Sell |
70,855
-100
| -0.1% | -$11.2K | 4.12% | 4 |
|
|
2020
Q3 | $6.83M | Buy |
70,955
+2,279
| +3% | +$224K | 3.29% | 6 |
|
|
2020
Q2 | $6.46M | Buy |
68,676
+1,847
| +3% | +$175K | 3.36% | 6 |
|
|
2020
Q1 | $6.02M | Buy |
66,829
+3,556
| +6% | +$432K | 3.89% | 5 |
|
|
2019
Q4 | $8.82M | Buy |
63,273
+966
| +2% | +$124K | 4.57% | 3 |
|
|
2019
Q3 | $7.33M | Buy |
62,307
+1,037
| +2% | +$117K | 4.02% | 3 |
|
|
2019
Q2 | $6.85M | Buy |
61,270
+726
| +1% | +$80K | 3.9% | 3 |
|
|
2019
Q1 | $6.13M | Buy |
60,544
+2,581
| +4% | +$266K | 4.01% | 3 |
|
|
2018
Q4 | $5.66M | Sell |
57,963
-346
| -0.6% | -$36.9K | 4.17% | 3 |
|
|
2018
Q3 | $6.58M | Buy |
58,309
+331
| +0.6% | +$37.6K | 4.32% | 3 |
|
|
2018
Q2 | $6.04M | Buy |
57,978
+1,401
| +2% | +$154K | 4.74% | 3 |
|
|
2018
Q1 | $6.22M | Buy |
56,577
+2,275
| +4% | +$258K | 4.76% | 3 |
|
|
2017
Q4 | $5.81M | Buy |
+54,302
| New | +$5.5M | 4.99% | 2 |
|
Other funds holding JPM
Whitener Capital Management's JPM Position: Q2 2026 in Review
Whitener Capital Management increased its JPMorgan Chase (JPM) stake by 0.27% in Q2 2026, buying an estimated $63.7K and bringing the position to 77,075 shares worth $25.2M. The position accounts for 5.34% of the portfolio, ranked #4.
Whitener Capital Management first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Whitener Capital Management held 77,075 shares of JPMorgan Chase worth $25.2M as of Q2 2026.
- Whitener Capital Management bought 205 JPMorgan Chase shares in Q2 2026, an estimated $63.7K.
- JPMorgan Chase made up 5.34% of Whitener Capital Management's portfolio in Q2 2026, its #4 holding.
- Whitener Capital Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.