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Werlinich Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Werlinich Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Werlinich Asset Management, LLC held 35,260 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,260 shares
    Change vs previous 13F 0 shares

    4.52% of the 13F portfolio, value $11,665,066.

    13F-HR 0001951757-26-001654 filed by Werlinich Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,260 shares
    Change vs previous 13F +25 shares

    4.41% of the 13F portfolio, value $11,541,656.

    13F-HR 0001951757-26-000949 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 35,235 shares
    Change vs previous 13F 0 shares

    5.03% of the 13F portfolio, value $10,364,728.

    13F-HR 0001951757-26-000544 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 35,235 shares
    Change vs previous 13F +38 shares

    5.62% of the 13F portfolio, value $11,395,704.

    13F-HR 0001951757-26-000009 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 35,197 shares
    Change vs previous 13F 0 shares

    5.52% of the 13F portfolio, value $11,102,190.

    13F-HR 0001085146-25-005811 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 35,197 shares
    Change vs previous 13F 0 shares

    5.57% of the 13F portfolio, value $10,203,962.

    13F-HR 0001085146-25-003680 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 35,197 shares
    Change vs previous 13F 0 shares

    5.48% of the 13F portfolio, value $8,633,824.

    13F-HR 0001085146-25-002087 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 35,197 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $8,423,346.

    13F-HR 0001085146-25-000215 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).