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WESTWOOD HOLDINGS GROUP INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESTWOOD HOLDINGS GROUP INC on JPM, newest first. How the timeline and the estimate are built.

WESTWOOD HOLDINGS GROUP INC held 264,218 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,218 shares
    Change vs previous 13F -89,750 shares

    0.65% of the 13F portfolio, value $86,486,415.

    13F-HR 0001165002-26-000052 filed by WESTWOOD HOLDINGS GROUP 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 353,968 shares
    Change vs previous 13F -13,056 shares

    0.76% of the 13F portfolio, value $104,123,059.

    13F-HR 0001165002-26-000038 filed by WESTWOOD HOLDINGS GROUP 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 367,024 shares
    Change vs previous 13F -54,548 shares

    0.96% of the 13F portfolio, value $118,262,473.

    13F-HR 0001165002-26-000006 filed by WESTWOOD HOLDINGS GROUP 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 421,572 shares
    Change vs previous 13F -254,692 shares

    0.95% of the 13F portfolio, value $132,976,000.

    13F-HR 0001165002-25-000061 filed by WESTWOOD HOLDINGS GROUP 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/A 676,264 shares
    Change vs previous 13F -64,227 shares

    1.41% of the 13F portfolio, value $196,055,696.

    13F-HR/A 0001085146-25-005822 filed by WESTWOOD HOLDINGS GROUP 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 740,491 shares
    Change vs previous 13F -142,358 shares

    1.37% of the 13F portfolio, value $181,642,442.

    13F-HR 0001085146-25-002893 filed by WESTWOOD HOLDINGS GROUP 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 882,849 shares
    Change vs previous 13F -57,729 shares

    1.63% of the 13F portfolio, value $211,627,734.

    13F-HR 0001085146-25-001578 filed by WESTWOOD HOLDINGS GROUP 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 940,578 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $198,330,277.

    13F-HR 0001085146-24-005966 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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