JP Morgan Chase
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JP Morgan Chase’s Westwood Holdings Group WHG Stock Holding History

JP Morgan Chase’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.1K Sell
3,034
-5,568
-65% -$94.8K ﹤0.01% 6197
2025
Q4 		$148K Sell
8,602
-1,589
-16% -$26.7K ﹤0.01% 5679
2025
Q3 		$168K Buy
10,191
+2,654
+35% +$45.7K ﹤0.01% 5609
2025
Q2 		$118K Buy
7,537
+6,990
+1,278% +$109K ﹤0.01% 5528
2025
Q1 		$8.86K Sell
547
-51
-9% -$795 ﹤0.01% 6331
2024
Q4 		$8.68K Hold
598
– – ﹤0.01% 6410
2024
Q3 		$8.49K Hold
598
– – ﹤0.01% 6396
2024
Q2 		$7.28K Buy
598
+105
+21% +$1.31K ﹤0.01% 6314
2024
Q1 		$6.07K Sell
493
-137
-22% -$1.65K ﹤0.01% 6413
2023
Q4 		$7.92K Buy
630
+607
+2,639% +$6.42K ﹤0.01% 6466
2023
Q3 		$233 Buy
23
+9
+64% +$98 ﹤0.01% 6824
2023
Q2 		$174 Hold
14
– – ﹤0.01% 6644
2023
Q1 		$0 Hold
14
– – ﹤0.01% 7275
2022
Q4 		$0 Sell
14
-100
-88% -$1.05K ﹤0.01% 7044
2022
Q3 		$1K Buy
114
+100
+714% +$1.23K ﹤0.01% 6381
2022
Q2 		$0 Hold
14
– – ﹤0.01% 6928
2022
Q1 		$0 Sell
14
-2,433
-99% -$41.3K ﹤0.01% 7068
2021
Q4 		$41K Sell
2,447
-8,393
-77% -$148K ﹤0.01% 6016
2021
Q3 		$206K Sell
10,840
-6,844
-39% -$148K ﹤0.01% 5218
2021
Q2 		$385K Sell
17,684
-17,754
-50% -$337K ﹤0.01% 4858
2021
Q1 		$512K Buy
35,438
+6,736
+23% +$103K ﹤0.01% 4664
2020
Q4 		$416K Buy
28,702
+21,168
+281% +$255K ﹤0.01% 4477
2020
Q3 		$85K Sell
7,534
-2,439
-24% -$30K ﹤0.01% 4765
2020
Q2 		$156K Sell
9,973
-10,783
-52% -$205K ﹤0.01% 4385
2020
Q1 		$379K Buy
20,756
+4,659
+29% +$117K ﹤0.01% 3957
2019
Q4 		$476K Sell
16,097
-29,852
-65% -$886K ﹤0.01% 4265
2019
Q3 		$1.27M Sell
45,949
-10,216
-18% -$310K ﹤0.01% 3697
2019
Q2 		$1.85M Buy
56,165
+6,941
+14% +$223K ﹤0.01% 3439
2019
Q1 		$1.74M Sell
49,224
-2,053
-4% -$76.9K ﹤0.01% 3427
2018
Q4 		$1.74M Buy
51,277
+27,223
+113% +$1.12M ﹤0.01% 3380
2018
Q3 		$1.24M Buy
24,054
+1,166
+5% +$66.8K ﹤0.01% 3783
2018
Q2 		$1.36M Buy
22,888
+14,881
+186% +$867K ﹤0.01% 3651
2018
Q1 		$452K Buy
8,007
+6,255
+357% +$381K ﹤0.01% 4059
2017
Q4 		$116K Buy
+1,752
New +$116K ﹤0.01% 4620
2017
Q3 		– Sell
-12,562
Closed -$712K – 5205
2017
Q2 		$712K Sell
12,562
-2,940
-19% -$163K ﹤0.01% 3582
2017
Q1 		$828K Sell
15,502
-4,199
-21% -$240K ﹤0.01% 3502
2016
Q4 		$1.18M Buy
19,701
+6,800
+53% +$385K ﹤0.01% 3349
2016
Q3 		$685K Buy
+12,901
New +$675K ﹤0.01% 3291

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

JP Morgan Chase reduced its Westwood Holdings Group (WHG) stake by 65% in Q1 2026, selling an estimated $94.8K and leaving 3,034 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6197.

JP Morgan Chase first reported a position in WHG in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.85M in Q2 2019. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • JP Morgan Chase held 3,034 shares of Westwood Holdings Group worth $50.1K as of Q1 2026.
  • JP Morgan Chase sold 5,568 Westwood Holdings Group shares in Q1 2026, an estimated $94.8K.
  • Westwood Holdings Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6197 holding.
  • JP Morgan Chase first reported a position in Westwood Holdings Group in Q3 2016 and has held it in 38 quarters since.
  • JP Morgan Chase's Westwood Holdings Group position peaked at $1.85M in Q2 2019.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

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