JP Morgan Chase
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JP Morgan Chase’s WEX WEX Stock Holding History

JP Morgan Chase’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,100
Closed -$649K – 6642
2021
Q1 		$649K Hold
3,100
– – ﹤0.01% 4520
2020
Q4 		$631K Buy
+3,100
New +$522K ﹤0.01% 4242

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase increased its WEX (WEX) stake by 13% in Q2 2026, buying an estimated $6.34M and bringing the position to 381,242 shares worth $52.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

JP Morgan Chase first reported a position in WEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $616M in Q2 2021. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • JP Morgan Chase held 381,242 shares of WEX worth $52.3M as of Q2 2026.
  • JP Morgan Chase bought 42,785 WEX shares in Q2 2026, an estimated $6.34M.
  • WEX made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1436 holding.
  • JP Morgan Chase first reported a position in WEX in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's WEX position peaked at $616M in Q2 2021.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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