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Westover Capital Advisors, LLC: JPM position timeline

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

Westover Capital Advisors, LLC held 40,663 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,663 shares
    Change vs previous 13F -1,659 shares

    2.21% of the 13F portfolio, value $13,310,138.

    13F-HR 0001483467-26-000003 filed by Westover Capital 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 42,322 shares
    Change vs previous 13F -831 shares

    2.29% of the 13F portfolio, value $12,449,659.

    13F-HR 0001483467-26-000002 filed by Westover Capital 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 43,153 shares
    Change vs previous 13F -1,882 shares

    2.53% of the 13F portfolio, value $13,905,001.

    13F-HR 0001483467-26-000001 filed by Westover Capital 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 45,035 shares
    Change vs previous 13F -365 shares

    2.63% of the 13F portfolio, value $14,205,626.

    13F-HR 0001483467-25-000009 filed by Westover Capital 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 45,400 shares
    Change vs previous 13F -144 shares

    2.63% of the 13F portfolio, value $13,162,131.

    13F-HR 0001483467-25-000008 filed by Westover Capital 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 45,544 shares
    Change vs previous 13F -680 shares

    2.48% of the 13F portfolio, value $11,171,882.

    13F-HR 0001262677-25-000002 filed by Westover Capital 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 46,224 shares
    Change vs previous 13F +40 shares

    2.44% of the 13F portfolio, value $11,080,295.

    13F-HR 0001483467-25-000002 filed by Westover Capital 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 46,184 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $9,738,305.

    13F-HR 0001762294-24-000004 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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