JP Morgan Chase
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JP Morgan Chase’s Perella Weinberg Partners PWP Stock Holding History

JP Morgan Chase’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$655K Sell
37,455
-30,583
-45% -$601K ﹤0.01% 4843
2025
Q4 		$1.18M Sell
68,038
-169,980
-71% -$3.17M ﹤0.01% 4492
2025
Q3 		$5.07M Buy
238,018
+205,334
+628% +$4.39M ﹤0.01% 3347
2025
Q2 		$635K Sell
32,684
-163,769
-83% -$2.89M ﹤0.01% 4650
2025
Q1 		$3.61M Sell
196,453
-37,298
-16% -$846K ﹤0.01% 3428
2024
Q4 		$5.57M Sell
233,751
-202,171
-46% -$4.69M ﹤0.01% 3248
2024
Q3 		$8.42M Buy
435,922
+144,222
+49% +$2.65M ﹤0.01% 2754
2024
Q2 		$4.74M Sell
291,700
-75,365
-21% -$1.14M ﹤0.01% 3076
2024
Q1 		$5.19M Buy
367,065
+337,598
+1,146% +$4.24M ﹤0.01% 3076
2023
Q4 		$360K Buy
29,467
+344
+1% +$3.75K ﹤0.01% 4999
2023
Q3 		$296K Sell
29,123
-4,549
-14% -$46.3K ﹤0.01% 4797
2023
Q2 		$280K Buy
33,672
+3,967
+13% +$32.7K ﹤0.01% 4869
2023
Q1 		$270K Buy
29,705
+7,031
+31% +$70.2K ﹤0.01% 4877
2022
Q4 		$221K Buy
22,674
+68
+0.3% +$582 ﹤0.01% 4985
2022
Q3 		$143K Sell
22,606
-5,213
-19% -$37K ﹤0.01% 5114
2022
Q2 		$162K Sell
27,819
-42,244
-60% -$306K ﹤0.01% 5178
2022
Q1 		$662K Buy
70,063
+69,865
+35,285% +$745K ﹤0.01% 4523
2021
Q4 		$3K Sell
198
-18,214
-99% -$240K ﹤0.01% 6475
2021
Q3 		$244K Buy
+18,412
New +$245K ﹤0.01% 5130

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase reduced its Perella Weinberg Partners (PWP) stake by 45% in Q1 2026, selling an estimated $601K and leaving 37,455 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #4843.

JP Morgan Chase first reported a position in PWP in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.42M in Q3 2024. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • JP Morgan Chase held 37,455 shares of Perella Weinberg Partners worth $655K as of Q1 2026.
  • JP Morgan Chase sold 30,583 Perella Weinberg Partners shares in Q1 2026, an estimated $601K.
  • Perella Weinberg Partners made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4843 holding.
  • JP Morgan Chase first reported a position in Perella Weinberg Partners in Q3 2021 and has held it in 19 quarters since.
  • JP Morgan Chase's Perella Weinberg Partners position peaked at $8.42M in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

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