JP Morgan Chase
WPC icon

JP Morgan Chase’s W.P. Carey WPC Stock Holding History

JP Morgan Chase’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109M Sell
1,481,307
-1,877,568
-56% -$138M 0.01% 1030
2026
Q1 		$228M Buy
3,358,875
+60,362
+2% +$4.23M 0.01% 643
2025
Q4 		$212M Sell
3,298,513
-1,373,179
-29% -$91.4M 0.01% 648
2025
Q3 		$316M Sell
4,671,692
-429,369
-8% -$28.1M 0.02% 547
2025
Q2 		$318M Sell
5,101,061
-11,129
-0.2% -$685K 0.02% 540
2025
Q1 		$323M Buy
5,112,190
+3,747,898
+275% +$222M 0.02% 516
2024
Q4 		$74.3M Sell
1,364,292
-149,757
-10% -$8.53M 0.01% 1091
2024
Q3 		$94.3M Buy
1,514,049
+264,230
+21% +$15.7M 0.01% 971
2024
Q2 		$68.8M Sell
1,249,819
-1,982,306
-61% -$112M 0.01% 1093
2024
Q1 		$182M Sell
3,232,125
-783,275
-20% -$46.9M 0.02% 681
2023
Q4 		$260M Sell
4,015,400
-1,447,394
-26% -$83.4M 0.03% 541
2023
Q3 		$289M Sell
5,462,794
-870,775
-14% -$55.8M 0.03% 443
2023
Q2 		$419M Sell
6,333,569
-362,772
-5% -$25.2M 0.05% 352
2023
Q1 		$508M Buy
6,696,341
+2,111,896
+46% +$168M 0.06% 311
2022
Q4 		$351M Sell
4,584,445
-2,799,924
-38% -$210M 0.05% 362
2022
Q3 		$505M Buy
7,384,369
+442,289
+6% +$36.2M 0.07% 267
2022
Q2 		$563M Buy
6,942,080
+1,908,202
+38% +$154M 0.08% 247
2022
Q1 		$399M Buy
5,033,878
+51,793
+1% +$3.97M 0.05% 365
2021
Q4 		$400M Buy
4,982,085
+3,412
+0.1% +$261K 0.05% 395
2021
Q3 		$356M Buy
4,978,673
+177,423
+4% +$13.5M 0.04% 404
2021
Q2 		$351M Buy
4,801,250
+779,679
+19% +$57.1M 0.04% 436
2021
Q1 		$279M Sell
4,021,571
-1,862,398
-32% -$125M 0.04% 470
2020
Q4 		$407M Buy
5,883,969
+429,729
+8% +$28.7M 0.06% 324
2020
Q3 		$348M Sell
5,454,240
-13,738
-0.3% -$926K 0.06% 320
2020
Q2 		$362M Buy
5,467,978
+1,777,982
+48% +$110M 0.07% 273
2020
Q1 		$210M Sell
3,689,996
-7,699
-0.2% -$584K 0.05% 348
2019
Q4 		$290M Sell
3,697,695
-1,055,435
-22% -$88.4M 0.05% 340
2019
Q3 		$417M Sell
4,753,130
-99,357
-2% -$8.46M 0.08% 263
2019
Q2 		$387M Buy
4,852,487
+830,936
+21% +$65.8M 0.08% 277
2019
Q1 		$309M Buy
4,021,551
+2,052,190
+104% +$148M 0.06% 311
2018
Q4 		$126M Buy
1,969,361
+1,361,905
+224% +$88.6M 0.03% 545
2018
Q3 		$38.3M Buy
607,456
+112,680
+23% +$7.25M 0.01% 1180
2018
Q2 		$32.2M Buy
494,776
+170,987
+53% +$10.8M 0.01% 1246
2018
Q1 		$19.7M Buy
323,789
+2,302
+0.7% +$142K ﹤0.01% 1523
2017
Q4 		$21.7M Sell
321,487
-81,043
-20% -$5.55M ﹤0.01% 1506
2017
Q3 		$27M Buy
402,530
+108,644
+37% +$7.23M 0.01% 1297
2017
Q2 		$19M Sell
293,886
-18,129
-6% -$1.15M ﹤0.01% 1489
2017
Q1 		$19M Buy
312,015
+19,865
+7% +$1.21M ﹤0.01% 1506
2016
Q4 		$16.9M Sell
292,150
-117,877
-29% -$6.89M ﹤0.01% 1568
2016
Q3 		$25.9M Sell
410,027
-44,517
-10% -$2.97M 0.01% 1212
2016
Q2 		$30.9M Buy
454,544
+55,304
+14% +$3.47M 0.01% 1101
2016
Q1 		$24.3M Sell
399,240
-41,330
-9% -$2.35M 0.01% 1211
2015
Q4 		$25.5M Buy
440,570
+319,694
+264% +$19.2M 0.01% 1170
2015
Q3 		$6.84M Buy
120,876
+55,301
+84% +$3.22M ﹤0.01% 2028
2015
Q2 		$3.79M Sell
65,575
-66
-0.1% -$4.13K ﹤0.01% 2561
2015
Q1 		$4.37M Buy
65,641
+10,705
+19% +$736K ﹤0.01% 2444
2014
Q4 		$3.77M Sell
54,936
-4,075
-7% -$269K ﹤0.01% 2588
2014
Q3 		$3.69M Sell
59,011
-46,019
-44% -$3.01M ﹤0.01% 2551
2014
Q2 		$6.63M Sell
105,030
-1,075
-1% -$65.6K ﹤0.01% 1948
2014
Q1 		$6.24M Buy
106,105
+23,150
+28% +$1.4M ﹤0.01% 1960
2013
Q4 		$4.99M Sell
82,955
-44,926
-35% -$2.83M ﹤0.01% 2171
2013
Q3 		$8.1M Sell
127,881
-195,351
-60% -$12.9M ﹤0.01% 1884
2013
Q2 		$20.9M Buy
+323,232
New +$22M 0.01% 1222

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

JP Morgan Chase reduced its W.P. Carey (WPC) stake by 56% in Q2 2026, selling an estimated $138M and leaving 1,481,307 shares worth $109M. The position accounts for 0.01% of the portfolio, ranked #1030.

JP Morgan Chase first reported a position in WPC in Q2 2013 and has held it in 53 quarters since. The position peaked at $563M in Q2 2022. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • JP Morgan Chase held 1,481,307 shares of W.P. Carey worth $109M as of Q2 2026.
  • JP Morgan Chase sold 1,877,568 W.P. Carey shares in Q2 2026, an estimated $138M.
  • W.P. Carey made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1030 holding.
  • JP Morgan Chase first reported a position in W.P. Carey in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's W.P. Carey position peaked at $563M in Q2 2022.
  • 897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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