21 West Wealth Management’s JPMorgan Chase JPM Stock Holding History

21 West Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$609K	Sell	1,862 -6	-0.3%	-$1.86K	0.52%	43
2026 Q1	$549K	Hold	1,868	–	–	0.51%	41
2025 Q4	$602K	Hold	1,868	–	–	0.55%	41
2025 Q3	$589K	Sell	1,868 -9	-0.5%	-$2.68K	0.56%	41
2025 Q2	$544K	Buy	+1,877	New	+$479K	0.55%	41

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

21 West Wealth Management's JPM Position: Q2 2026 in Review

21 West Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.32% in Q2 2026, selling an estimated $1.86K and leaving 1,862 shares worth $609K. The position accounts for 0.52% of the portfolio, ranked #43.

21 West Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

21 West Wealth Management held 1,862 shares of JPMorgan Chase worth $609K as of Q2 2026.
21 West Wealth Management sold 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
JPMorgan Chase made up 0.52% of 21 West Wealth Management's portfolio in Q2 2026, its #43 holding.
21 West Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.