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
2025
Q2 		– Sell
-3,000
Closed -$43.9K – 7691
2025
Q1 		$43.9K Buy
3,000
+2,600
+650% +$39.1K ﹤0.01% 5923
2024
Q4 		$6.52K Hold
400
– – ﹤0.01% 6467
2024
Q3 		$7.01K Buy
+400
New +$6.81K ﹤0.01% 6426
2022
Q4 		– Sell
-80,000
Closed -$1.5M – 7043
2022
Q3 		$1.5M Buy
+80,000
New +$1.61M ﹤0.01% 3705

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. 403 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.
  • 403 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.