JP Morgan Chase
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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 		$4.64M Buy
+63,100
New +$4.62M ﹤0.01% 3522

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.