JP Morgan Chase
BWFG icon

JP Morgan Chase’s Bankwell Financial Group BWFG Stock Holding History

JP Morgan Chase’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.12M Sell
23,412
-8,470
-27% -$404K ﹤0.01% 4530
2025
Q4 		$1.46M Buy
31,882
+24,007
+305% +$1.08M ﹤0.01% 4343
2025
Q3 		$348K Buy
7,875
+2,217
+39% +$91K ﹤0.01% 5231
2025
Q2 		$204K Sell
5,658
-7,789
-58% -$259K ﹤0.01% 5216
2025
Q1 		$406K Sell
13,447
-10,143
-43% -$308K ﹤0.01% 4898
2024
Q4 		$735K Buy
23,590
+11,952
+103% +$370K ﹤0.01% 4825
2024
Q3 		$349K Buy
11,638
+7,238
+165% +$198K ﹤0.01% 5121
2024
Q2 		$112K Sell
4,400
-6,870
-61% -$167K ﹤0.01% 5458
2024
Q1 		$292K Buy
11,270
+4,612
+69% +$123K ﹤0.01% 5114
2023
Q4 		$201K Buy
6,658
+2,836
+74% +$75.1K ﹤0.01% 5386
2023
Q3 		$92.8K Sell
3,822
-1,217
-24% -$31.6K ﹤0.01% 5521
2023
Q2 		$123K Buy
5,039
+717
+17% +$17K ﹤0.01% 5368
2023
Q1 		$107K Buy
4,322
+204
+5% +$5.89K ﹤0.01% 5395
2022
Q4 		$121K Buy
4,118
+1,033
+33% +$30.8K ﹤0.01% 5275
2022
Q3 		$90K Sell
3,085
-1,324
-30% -$42.1K ﹤0.01% 5327
2022
Q2 		$137K Sell
4,409
-1,974
-31% -$66.4K ﹤0.01% 5261
2022
Q1 		$216K Buy
6,383
+460
+8% +$15.7K ﹤0.01% 5148
2021
Q4 		$194K Sell
5,923
-637
-10% -$19.7K ﹤0.01% 5377
2021
Q3 		$193K Sell
6,560
-2,212
-25% -$64.4K ﹤0.01% 5248
2021
Q2 		$242K Sell
8,772
-12,384
-59% -$347K ﹤0.01% 5137
2021
Q1 		$570K Sell
21,156
-280
-1% -$6.46K ﹤0.01% 4600
2020
Q4 		$419K Sell
21,436
-17,890
-45% -$311K ﹤0.01% 4473
2020
Q3 		$567K Sell
39,326
-5,361
-12% -$82.9K ﹤0.01% 3921
2020
Q2 		$710K Buy
44,687
+29,916
+203% +$444K ﹤0.01% 3694
2020
Q1 		$225K Sell
14,771
-5,118
-26% -$129K ﹤0.01% 4228
2019
Q4 		$573K Buy
19,889
+5,860
+42% +$167K ﹤0.01% 4165
2019
Q3 		$386K Buy
14,029
+410
+3% +$11.2K ﹤0.01% 4293
2019
Q2 		$392K Sell
13,619
-603
-4% -$17.7K ﹤0.01% 4341
2019
Q1 		$415K Buy
14,222
+2,568
+22% +$75.2K ﹤0.01% 4293
2018
Q4 		$334K Buy
11,654
+8,270
+244% +$243K ﹤0.01% 4339
2018
Q3 		$106K Sell
3,384
-1,620
-32% -$51.5K ﹤0.01% 4923
2018
Q2 		$161K Buy
5,004
+3,796
+314% +$120K ﹤0.01% 4658
2018
Q1 		$39K Sell
1,208
-212
-15% -$7.07K ﹤0.01% 4894
2017
Q4 		$49K Buy
+1,420
New +$50.2K ﹤0.01% 4904
2017
Q2 		– Sell
-3,290
Closed -$113K – 4964
2017
Q1 		$113K Sell
3,290
-5,273
-62% -$166K ﹤0.01% 4278
2016
Q4 		$278K Buy
+8,563
New +$234K ﹤0.01% 4031
2016
Q1 		– Sell
-17,347
Closed -$344K – 4662
2015
Q4 		$344K Buy
+17,347
New +$333K ﹤0.01% 3519

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

JP Morgan Chase's BWFG Position: Q1 2026 in Review

JP Morgan Chase reduced its Bankwell Financial Group (BWFG) stake by 27% in Q1 2026, selling an estimated $404K and leaving 23,412 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4530.

JP Morgan Chase first reported a position in BWFG in Q4 2015 and has held it in 37 quarters since. The position peaked at $1.46M in Q4 2025. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • JP Morgan Chase held 23,412 shares of Bankwell Financial Group worth $1.12M as of Q1 2026.
  • JP Morgan Chase sold 8,470 Bankwell Financial Group shares in Q1 2026, an estimated $404K.
  • Bankwell Financial Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4530 holding.
  • JP Morgan Chase first reported a position in Bankwell Financial Group in Q4 2015 and has held it in 37 quarters since.
  • JP Morgan Chase's Bankwell Financial Group position peaked at $1.46M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.