JP Morgan Chase
FWRG icon

JP Morgan Chase’s First Watch Restaurant Group FWRG Stock Holding History

JP Morgan Chase’s Portfolio FWRG Stock Details FWRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$348K Sell
26,834
-17,312
-39% -$203K ﹤0.01% 5310
2026
Q1 		$446K Sell
44,146
-1,838,525
-98% -$26.6M ﹤0.01% 5101
2025
Q4 		$28.4M Sell
1,882,671
-94,597
-5% -$1.59M ﹤0.01% 1761
2025
Q3 		$30.9M Sell
1,977,268
-236,486
-11% -$4.12M ﹤0.01% 1745
2025
Q2 		$35.5M Buy
2,213,754
+39,648
+2% +$666K ﹤0.01% 1547
2025
Q1 		$36.2M Buy
2,174,106
+32,897
+2% +$633K ﹤0.01% 1499
2024
Q4 		$39.8M Buy
2,141,209
+154,784
+8% +$2.73M ﹤0.01% 1462
2024
Q3 		$31M Buy
1,986,425
+366,227
+23% +$5.82M ﹤0.01% 1648
2024
Q2 		$28.5M Buy
1,620,198
+1,602,917
+9,276% +$33.5M ﹤0.01% 1595
2024
Q1 		$425K Sell
17,281
-11,740
-40% -$266K ﹤0.01% 4893
2023
Q4 		$583K Sell
29,021
-31,684
-52% -$571K ﹤0.01% 4688
2023
Q3 		$1.05M Sell
60,705
-33,241
-35% -$613K ﹤0.01% 4034
2023
Q2 		$1.59M Buy
93,946
+25,091
+36% +$415K ﹤0.01% 3707
2023
Q1 		$1.11M Sell
68,855
-12,123
-15% -$190K ﹤0.01% 3970
2022
Q4 		$1.1M Sell
80,978
-58,762
-42% -$895K ﹤0.01% 3975
2022
Q3 		$2.02M Buy
139,740
+89,717
+179% +$1.46M ﹤0.01% 3451
2022
Q2 		$722K Buy
50,023
+28,650
+134% +$390K ﹤0.01% 4323
2022
Q1 		$279K Buy
21,373
+1,209
+6% +$17.3K ﹤0.01% 5002
2021
Q4 		$337K Buy
+20,164
New +$402K ﹤0.01% 5063

Other funds holding FWRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

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

JP Morgan Chase reduced its First Watch Restaurant Group (FWRG) stake by 39% in Q2 2026, selling an estimated $203K and leaving 26,834 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #5310.

JP Morgan Chase first reported a position in FWRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $39.8M in Q4 2024. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • JP Morgan Chase held 26,834 shares of First Watch Restaurant Group worth $348K as of Q2 2026.
  • JP Morgan Chase sold 17,312 First Watch Restaurant Group shares in Q2 2026, an estimated $203K.
  • First Watch Restaurant Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5310 holding.
  • JP Morgan Chase first reported a position in First Watch Restaurant Group in Q4 2021 and has held it in 19 quarters since.
  • JP Morgan Chase's First Watch Restaurant Group position peaked at $39.8M in Q4 2024.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

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