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Disclosery

Western Financial Corp/CA: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Financial Corp/CA on JPM, newest first. How the timeline and the estimate are built.

Western Financial Corp/CA held 3,309 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 3,309 shares
    Change vs previous 13F +112 shares

    0.32% of the 13F portfolio, value $1,083,135.

    13F-HR 0001954480-26-000004 filed by Western Financial Corp/CA
    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 3,197 shares
    Change vs previous 13F +708 shares

    0.37% of the 13F portfolio, value $940,430.

    13F-HR 0001954480-26-000002 filed by Western Financial Corp/CA
    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 2,489 shares
    Change vs previous 13F -93 shares

    0.32% of the 13F portfolio, value $802,006.

    13F-HR 0001954480-26-000001 filed by Western Financial Corp/CA
    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 2,582 shares
    Change vs previous 13F -60 shares

    0.35% of the 13F portfolio, value $814,440.

    13F-HR 0001954480-25-000003 filed by Western Financial Corp/CA
    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 2,642 shares
    Change vs previous 13F +38 shares

    0.41% of the 13F portfolio, value $765,942.

    13F-HR 0001085146-25-003902 filed by Western Financial Corp/CA
    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 2,604 shares
    Change vs previous 13F +267 shares

    0.37% of the 13F portfolio, value $638,761.

    13F-HR 0001085146-25-002289 filed by Western Financial Corp/CA
    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 2,337 shares
    Change vs previous 13F +348 shares

    0.31% of the 13F portfolio, value $560,202.

    13F-HR 0001085146-25-000445 filed by Western Financial Corp/CA
    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 1,989 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $419,401.

    13F-HR 0001085146-24-005036 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

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