JP Morgan Chase
BWEN icon

JP Morgan Chase’s Broadwind BWEN Stock Holding History

JP Morgan Chase’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-470
Closed -$926 – 7752
2026
Q1 		$926 Buy
+470
New +$1.27K ﹤0.01% 7132
2025
Q2 		– Sell
-43
Closed -$62 – 7116
2025
Q1 		$62 Sell
43
-3
-7% -$5 ﹤0.01% 6942
2024
Q4 		$86 Buy
+46
New +$87 ﹤0.01% 7030
2024
Q2 		– Sell
-47
Closed -$112 – 7373
2024
Q1 		$112 Sell
47
-74
-61% -$182 ﹤0.01% 6884
2023
Q4 		$335 Buy
+121
New +$320 ﹤0.01% 6986
2023
Q3 		– Sell
-21,387
Closed -$81.7K – 7481
2023
Q2 		$81.7K Sell
21,387
-103,500
-83% -$433K ﹤0.01% 5554
2023
Q1 		$480K Buy
+124,887
New +$532K ﹤0.01% 4527
2018
Q1 		– Sell
-9,311
Closed -$25K – 5388
2017
Q4 		$25K Sell
9,311
-5,019
-35% -$13.7K ﹤0.01% 5109
2017
Q3 		$45K Sell
14,330
-6,708
-32% -$25.2K ﹤0.01% 4492
2017
Q2 		$106K Buy
21,038
+13,691
+186% +$86.9K ﹤0.01% 4153
2017
Q1 		$61K Buy
7,347
+1,747
+31% +$9.08K ﹤0.01% 4473
2016
Q4 		$23K Buy
5,600
+5,597
+186,567% +$23.7K ﹤0.01% 4682
2016
Q3 		$0 Hold
3
– – ﹤0.01% 4550
2016
Q2 		$0 Hold
3
– – ﹤0.01% 4779
2016
Q1 		$0 Hold
3
– – ﹤0.01% 4661
2015
Q4 		$0 Buy
+3
New +$7 ﹤0.01% 4694

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase's BWEN Position: Q2 2026 in Review

JP Morgan Chase sold out of Broadwind (BWEN) in Q2 2026, closing a stake of 470 shares — an estimated $926 sold.

JP Morgan Chase first reported a position in BWEN in Q4 2015 and held it in 16 quarters. The position peaked at $480K in Q1 2023. 41 funds tracked by Wall St. Rank hold BWEN as of Q2 2026.

  • JP Morgan Chase reported no remaining Broadwind position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 470 Broadwind shares in Q2 2026, an estimated $926.
  • JP Morgan Chase first reported a position in Broadwind in Q4 2015 and held it in 16 quarters.
  • JP Morgan Chase's Broadwind position peaked at $480K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Broadwind as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.