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Disclosery

Whitener Capital Management, Inc.: JPM position timeline

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

Whitener Capital Management, Inc. held 77,075 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,075 shares
    Change vs previous 13F +205 shares

    5.34% of the 13F portfolio, value $25,229,104.

    13F-HR 0000825217-26-000003 filed by Whitener 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 76,870 shares
    Change vs previous 13F -895 shares

    5.16% of the 13F portfolio, value $22,612,176.

    13F-HR 0000825217-26-000002 filed by Whitener 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 77,765 shares
    Change vs previous 13F -173 shares

    5.7% of the 13F portfolio, value $25,057,505.

    13F-HR 0000825217-26-000001 filed by Whitener 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 77,938 shares
    Change vs previous 13F -397 shares

    5.89% of the 13F portfolio, value $24,584,001.

    13F-HR 0000825217-25-000003 filed by Whitener 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 78,335 shares
    Change vs previous 13F -1,161 shares

    6.02% of the 13F portfolio, value $22,710,174.

    13F-HR 0001085146-25-003780 filed by Whitener 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 79,496 shares
    Change vs previous 13F -341 shares

    5.52% of the 13F portfolio, value $19,500,435.

    13F-HR 0001085146-25-002532 filed by Whitener 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 79,837 shares
    Change vs previous 13F -578 shares

    5.36% of the 13F portfolio, value $19,137,844.

    13F-HR 0001172661-25-000192 filed by Whitener 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 80,415 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $16,956,212.

    13F-HR 0001172661-24-004397 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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