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 $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase increased its Wendy's (WEN) stake by 9.2% in Q1 2026, buying an estimated $180K and bringing the position to 278,932 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #4140.

JP Morgan Chase first reported a position in WEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $158M in Q4 2021. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • JP Morgan Chase held 278,932 shares of Wendy's worth $1.89M as of Q1 2026.
  • JP Morgan Chase bought 23,445 Wendy's shares in Q1 2026, an estimated $180K.
  • Wendy's made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4140 holding.
  • JP Morgan Chase first reported a position in Wendy's in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Wendy's position peaked at $158M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

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