BW Gestao de Investimentos’s JPMorgan Chase JPM Stock Holding History

BW Gestao de Investimentos’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	–	Sell	-30,020	Closed	-$8.83M	–	360
2026 Q1	$8.83M	Sell	30,020 -26,097	-47%	-$7.92M	0.29%	99
2025 Q4	$18.1M	Buy	+56,117	New	+$17.4M	0.41%	38
2016 Q4	–	Sell	-158,674	Closed	-$10.6M	–	57
2016 Q3	$10.6M	Buy	+158,674	New	+$10.3M	7.51%	4
2016 Q2	–	Sell	-10,900	Closed	-$645K	–	67
2016 Q1	$645K	Hold	10,900	–	–	0.39%	34
2015 Q4	$720K	Hold	10,900	–	–	0.67%	30
2015 Q3	$665K	Hold	10,900	–	–	0.47%	28
2015 Q2	$739K	Hold	10,900	–	–	0.46%	33
2015 Q1	$660K	Buy	10,900 +5,200	+91%	+$308K	0.36%	39
2014 Q4	$357K	Sell	5,700 -183,000	-97%	-$11M	0.25%	65
2014 Q3	$11.4M	Sell	188,700 -250	-0.1%	-$14.6K	4.92%	6
2014 Q2	$10.9M	Hold	188,950	–	–	4.91%	6
2014 Q1	$11.5M	Hold	188,950	–	–	6.25%	4
2013 Q4	$11.1M	Buy	+188,950	New	+$10.4M	3.81%	7

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BW Gestao de Investimentos's JPM Position: Q2 2026 in Review

BW Gestao de Investimentos sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 30,020 shares — an estimated $8.83M sold.

BW Gestao de Investimentos first reported a position in JPM in Q4 2013 and held it in 13 quarters. The position peaked at $18.1M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

BW Gestao de Investimentos reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
BW Gestao de Investimentos sold 30,020 JPMorgan Chase shares in Q2 2026, an estimated $8.83M.
BW Gestao de Investimentos first reported a position in JPMorgan Chase in Q4 2013 and held it in 13 quarters.
BW Gestao de Investimentos's JPMorgan Chase position peaked at $18.1M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.