JP Morgan Chase
MYFW icon

JP Morgan Chase’s First Western Financial MYFW Stock Holding History

JP Morgan Chase’s Portfolio MYFW Stock Details MYFW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83.4K Sell
3,365
-813
-19% -$20.6K ﹤0.01% 5930
2025
Q4 		$112K Sell
4,178
-3,172
-43% -$75.6K ﹤0.01% 5829
2025
Q3 		$169K Buy
7,350
+1,555
+27% +$35.5K ﹤0.01% 5607
2025
Q2 		$131K Sell
5,795
-9,490
-62% -$196K ﹤0.01% 5473
2025
Q1 		$300K Sell
15,285
-14,467
-49% -$284K ﹤0.01% 5067
2024
Q4 		$582K Buy
29,752
+16,078
+118% +$329K ﹤0.01% 4959
2024
Q3 		$273K Buy
13,674
+10,113
+284% +$184K ﹤0.01% 5256
2024
Q2 		$60.5K Sell
3,561
-7,003
-66% -$115K ﹤0.01% 5775
2024
Q1 		$154K Buy
10,564
+1,875
+22% +$29.6K ﹤0.01% 5481
2023
Q4 		$172K Buy
8,689
+3,404
+64% +$57.5K ﹤0.01% 5471
2023
Q3 		$95.9K Sell
5,285
-2,133
-29% -$42.3K ﹤0.01% 5491
2023
Q2 		$138K Sell
7,418
-26,006
-78% -$456K ﹤0.01% 5300
2023
Q1 		$662K Buy
33,424
+397
+1% +$9.81K ﹤0.01% 4314
2022
Q4 		$929K Sell
33,027
-10,164
-24% -$284K ﹤0.01% 4097
2022
Q3 		$1.06M Buy
43,191
+33,876
+364% +$925K ﹤0.01% 3941
2022
Q2 		$253K Buy
9,315
+4,073
+78% +$127K ﹤0.01% 4946
2022
Q1 		$164K Buy
5,242
+5,033
+2,408% +$163K ﹤0.01% 5291
2021
Q4 		$6K Buy
+209
New +$6.25K ﹤0.01% 6395
2021
Q3 		– Sell
-928
Closed -$24K – 6677
2021
Q2 		$24K Sell
928
-18,682
-95% -$499K ﹤0.01% 5895
2021
Q1 		$491K Buy
19,610
+777
+4% +$16.3K ﹤0.01% 4682
2020
Q4 		$368K Buy
18,833
+12,296
+188% +$200K ﹤0.01% 4542
2020
Q3 		$85K Buy
6,537
+796
+14% +$10.9K ﹤0.01% 4763
2020
Q2 		$82K Buy
+5,741
New +$76.9K ﹤0.01% 4652

Other funds holding MYFW

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

JP Morgan Chase reduced its First Western Financial (MYFW) stake by 19% in Q1 2026, selling an estimated $20.6K and leaving 3,365 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5930.

JP Morgan Chase first reported a position in MYFW in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.06M in Q3 2022. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • JP Morgan Chase held 3,365 shares of First Western Financial worth $83.4K as of Q1 2026.
  • JP Morgan Chase sold 813 First Western Financial shares in Q1 2026, an estimated $20.6K.
  • First Western Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5930 holding.
  • JP Morgan Chase first reported a position in First Western Financial in Q2 2020 and has held it in 23 quarters since.
  • JP Morgan Chase's First Western Financial position peaked at $1.06M in Q3 2022.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

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