JP Morgan Chase
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JP Morgan Chase’s Webster Financial WBS Stock Holding History

JP Morgan Chase’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-16,200
Closed -$821K – 6040
2019
Q1 		$821K Sell
16,200
-104,200
-87% -$5.65M ﹤0.01% 3922
2018
Q4 		$5.93M Buy
120,400
+97,200
+419% +$5.55M ﹤0.01% 2438
2018
Q3 		$1.37M Buy
+23,200
New +$1.51M ﹤0.01% 3714

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

JP Morgan Chase reduced its Webster Financial (WBS) stake by 32% in Q1 2026, selling an estimated $9.78M and leaving 307,097 shares worth $20.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

JP Morgan Chase first reported a position in WBS in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.6M in Q4 2019. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • JP Morgan Chase held 307,097 shares of Webster Financial worth $20.9M as of Q1 2026.
  • JP Morgan Chase sold 142,859 Webster Financial shares in Q1 2026, an estimated $9.78M.
  • Webster Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2036 holding.
  • JP Morgan Chase first reported a position in Webster Financial in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Webster Financial position peaked at $46.6M in Q4 2019.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

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