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Disclosery

Westchester Capital Management, Inc.: JPM position timeline

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

Westchester Capital Management, Inc. held 82,058 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,058 shares
    Change vs previous 13F -1,355 shares

    4.84% of the 13F portfolio, value $26,860,045.

    13F-HR 0001104659-26-085982 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 83,413 shares
    Change vs previous 13F +1,021 shares

    4.94% of the 13F portfolio, value $24,536,768.

    13F-HR 0001104659-26-056078 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 82,392 shares
    Change vs previous 13F -1,913 shares

    5.49% of the 13F portfolio, value $26,548,350.

    13F-HR 0001104659-26-014458 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 84,305 shares
    Change vs previous 13F -2,500 shares

    5.72% of the 13F portfolio, value $26,592,326.

    13F-HR 0001104659-25-108451 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 86,805 shares
    Change vs previous 13F -1,289 shares

    5.92% of the 13F portfolio, value $25,165,638.

    13F-HR 0001104659-25-070873 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 88,094 shares
    Change vs previous 13F +1,813 shares

    5.37% of the 13F portfolio, value $21,609,458.

    13F-HR 0001104659-25-046340 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 86,281 shares
    Change vs previous 13F -3,384 shares

    5.2% of the 13F portfolio, value $20,682,419.

    13F-HR 0001104659-25-010664 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 89,665 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $18,906,762.

    13F-HR 0001104659-24-113492 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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