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WestEnd Advisors, LLC: JPM position timeline

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

WestEnd Advisors, LLC held 121,431 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,431 shares
    Change vs previous 13F -14,869 shares

    0.89% of the 13F portfolio, value $39,748,763.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, LLC
    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 136,300 shares
    Change vs previous 13F -25,257 shares

    0.97% of the 13F portfolio, value $40,094,937.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, LLC
    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 161,557 shares
    Change vs previous 13F -5,900 shares

    1.21% of the 13F portfolio, value $52,057,855.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 167,457 shares
    Change vs previous 13F -2,035 shares

    1.24% of the 13F portfolio, value $52,822,032.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 169,492 shares
    Change vs previous 13F -23,146 shares

    1.22% of the 13F portfolio, value $49,138,181.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 192,638 shares
    Change vs previous 13F -10,229 shares

    1.25% of the 13F portfolio, value $47,254,222.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, LLC
    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 202,867 shares
    Change vs previous 13F +2,068 shares

    1.24% of the 13F portfolio, value $48,629,301.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 200,799 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $42,340,417.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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