JP Morgan Chase
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JP Morgan Chase’s Wendy's WEN Stock Holding History

JP Morgan Chase’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.77M Sell
207,621
-71,311
-26% -$510K ﹤0.01% 4270
2026
Q1 		$1.89M Buy
278,932
+23,445
+9% +$180K ﹤0.01% 4140
2025
Q4 		$2.13M Buy
255,487
+25,605
+11% +$221K ﹤0.01% 4020
2025
Q3 		$2.11M Sell
229,882
-1,819,106
-89% -$18.7M ﹤0.01% 4042
2025
Q2 		$23.4M Sell
2,048,988
-2,420,356
-54% -$29.5M ﹤0.01% 1839
2025
Q1 		$65.4M Sell
4,469,344
-109,274
-2% -$1.64M ﹤0.01% 1160
2024
Q4 		$74.6M Sell
4,578,618
-115,858
-2% -$2.11M 0.01% 1090
2024
Q3 		$82.2M Sell
4,694,476
-382,877
-8% -$6.52M 0.01% 1047
2024
Q2 		$86.1M Sell
5,077,353
-834,628
-14% -$15.2M 0.01% 978
2024
Q1 		$111M Sell
5,911,981
-31,130
-0.5% -$585K 0.01% 891
2023
Q4 		$116M Buy
5,943,111
+100,473
+2% +$1.93M 0.01% 820
2023
Q3 		$119M Sell
5,842,638
-91,111
-2% -$1.9M 0.01% 744
2023
Q2 		$129M Sell
5,933,749
-55,574
-0.9% -$1.24M 0.01% 715
2023
Q1 		$130M Buy
5,989,323
+142,399
+2% +$3.13M 0.02% 698
2022
Q4 		$132M Sell
5,846,924
-320,173
-5% -$6.84M 0.02% 660
2022
Q3 		$115M Sell
6,167,097
-370,071
-6% -$7.45M 0.02% 666
2022
Q2 		$123M Sell
6,537,168
-144,222
-2% -$2.73M 0.02% 668
2022
Q1 		$147M Buy
6,681,390
+53,665
+0.8% +$1.21M 0.02% 680
2021
Q4 		$158M Buy
6,627,725
+351,482
+6% +$7.82M 0.02% 675
2021
Q3 		$136M Sell
6,276,243
-243,567
-4% -$5.55M 0.02% 722
2021
Q2 		$153M Sell
6,519,810
-755,915
-10% -$17.4M 0.02% 704
2021
Q1 		$147M Buy
7,275,725
+1,359,943
+23% +$28.2M 0.02% 686
2020
Q4 		$130M Buy
5,915,782
+1,097,761
+23% +$25M 0.02% 683
2020
Q3 		$108M Buy
4,818,021
+605,463
+14% +$13.3M 0.02% 668
2020
Q2 		$91.7M Buy
4,212,558
+536,040
+15% +$10.7M 0.02% 678
2020
Q1 		$54.7M Buy
3,676,518
+895,346
+32% +$17.6M 0.01% 772
2019
Q4 		$61.8M Buy
2,781,172
+1,503,541
+118% +$31.9M 0.01% 859
2019
Q3 		$25.5M Sell
1,277,631
-620,905
-33% -$12.4M 0.01% 1403
2019
Q2 		$37M Sell
1,898,536
-1,058,128
-36% -$19.9M 0.01% 1145
2019
Q1 		$52.9M Buy
2,956,664
+1,074,389
+57% +$18.3M 0.01% 925
2018
Q4 		$29.4M Buy
1,882,275
+1,688,189
+870% +$28.8M 0.01% 1200
2018
Q3 		$3.33M Buy
194,086
+76,279
+65% +$1.33M ﹤0.01% 3079
2018
Q2 		$2.02M Buy
117,807
+6,082
+5% +$104K ﹤0.01% 3403
2018
Q1 		$1.96M Sell
111,725
-733,714
-87% -$12.2M ﹤0.01% 3283
2017
Q4 		$13.9M Buy
845,439
+435,739
+106% +$6.62M ﹤0.01% 1858
2017
Q3 		$6.38M Sell
409,700
-236,343
-37% -$3.62M ﹤0.01% 2373
2017
Q2 		$10M Buy
646,043
+229,881
+55% +$3.48M ﹤0.01% 1972
2017
Q1 		$5.66M Sell
416,162
-327,054
-44% -$4.46M ﹤0.01% 2347
2016
Q4 		$10M Buy
743,216
+595,051
+402% +$7.18M ﹤0.01% 1911
2016
Q3 		$1.6M Sell
148,165
-188,202
-56% -$1.9M ﹤0.01% 2919
2016
Q2 		$3.24M Sell
336,367
-355,607
-51% -$3.73M ﹤0.01% 2548
2016
Q1 		$7.54M Buy
691,974
+562,672
+435% +$5.58M ﹤0.01% 1956
2015
Q4 		$1.39M Sell
129,302
-523,417
-80% -$5.16M ﹤0.01% 2951
2015
Q3 		$5.65M Sell
652,719
-134,086
-17% -$1.3M ﹤0.01% 2147
2015
Q2 		$8.87M Buy
786,805
+36,675
+5% +$404K ﹤0.01% 2003
2015
Q1 		$8.18M Buy
750,130
+499,418
+199% +$5.34M ﹤0.01% 2034
2014
Q4 		$2.27M Buy
250,712
+151,993
+154% +$1.28M ﹤0.01% 2889
2014
Q3 		$815K Sell
98,719
-1,077,478
-92% -$8.83M ﹤0.01% 3448
2014
Q2 		$10M Sell
1,176,197
-1,214,332
-51% -$10.2M ﹤0.01% 1744
2014
Q1 		$21.8M Sell
2,390,529
-111,559
-4% -$1.02M 0.01% 1266
2013
Q4 		$21.8M Sell
2,502,088
-271,411
-10% -$2.33M 0.01% 1276
2013
Q3 		$23.5M Buy
2,773,499
+1,797,402
+184% +$13.5M 0.01% 1233
2013
Q2 		$5.69M Buy
+976,097
New +$5.65M ﹤0.01% 2047

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase reduced its Wendy's (WEN) stake by 26% in Q2 2026, selling an estimated $510K and leaving 207,621 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #4270.

JP Morgan Chase first reported a position in WEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $158M in Q4 2021. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • JP Morgan Chase held 207,621 shares of Wendy's worth $1.77M as of Q2 2026.
  • JP Morgan Chase sold 71,311 Wendy's shares in Q2 2026, an estimated $510K.
  • Wendy's made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4270 holding.
  • JP Morgan Chase first reported a position in Wendy's in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Wendy's position peaked at $158M in Q4 2021.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

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