JP Morgan Chase
WSR

JP Morgan Chase’s Whitestone REIT WSR Stock Holding History

JP Morgan Chase’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.36M Sell
270,577
-43,362
-14% -$653K ﹤0.01% 3450
2025
Q4 		$4.36M Buy
313,939
+648
+0.2% +$8.35K ﹤0.01% 3440
2025
Q3 		$3.85M Buy
313,291
+85,409
+37% +$1.08M ﹤0.01% 3588
2025
Q2 		$2.84M Sell
227,882
-21,586
-9% -$275K ﹤0.01% 3643
2025
Q1 		$3.63M Sell
249,468
-78,836
-24% -$1.09M ﹤0.01% 3421
2024
Q4 		$4.65M Buy
328,304
+97,521
+42% +$1.39M ﹤0.01% 3422
2024
Q3 		$3.12M Sell
230,783
-96,278
-29% -$1.29M ﹤0.01% 3609
2024
Q2 		$4.35M Buy
327,061
+3,876
+1% +$47.6K ﹤0.01% 3142
2024
Q1 		$4.06M Sell
323,185
-14,714
-4% -$182K ﹤0.01% 3279
2023
Q4 		$4.15M Sell
337,899
-40,432
-11% -$433K ﹤0.01% 3254
2023
Q3 		$3.64M Buy
378,331
+121,777
+47% +$1.21M ﹤0.01% 3074
2023
Q2 		$2.49M Buy
256,554
+100,153
+64% +$902K ﹤0.01% 3376
2023
Q1 		$1.44M Sell
156,401
-17,068
-10% -$165K ﹤0.01% 3782
2022
Q4 		$1.67M Buy
173,469
+3,116
+2% +$28.7K ﹤0.01% 3692
2022
Q3 		$1.44M Buy
170,353
+34,675
+26% +$356K ﹤0.01% 3739
2022
Q2 		$1.46M Buy
135,678
+80,982
+148% +$973K ﹤0.01% 3811
2022
Q1 		$725K Sell
54,696
-3,094
-5% -$35.5K ﹤0.01% 4471
2021
Q4 		$585K Buy
57,790
+7,638
+15% +$74.4K ﹤0.01% 4726
2021
Q3 		$490K Sell
50,152
-44,673
-47% -$409K ﹤0.01% 4741
2021
Q2 		$783K Sell
94,825
-267,715
-74% -$2.41M ﹤0.01% 4437
2021
Q1 		$3.52M Buy
362,540
+81,594
+29% +$731K ﹤0.01% 3268
2020
Q4 		$2.24M Sell
280,946
-51,388
-15% -$370K ﹤0.01% 3394
2020
Q3 		$1.99M Buy
332,334
+19,314
+6% +$126K ﹤0.01% 3240
2020
Q2 		$2.28M Buy
313,020
+213,446
+214% +$1.36M ﹤0.01% 3026
2020
Q1 		$618K Sell
99,574
-36,098
-27% -$425K ﹤0.01% 3716
2019
Q4 		$1.85M Sell
135,672
-33,898
-20% -$465K ﹤0.01% 3439
2019
Q3 		$2.33M Buy
169,570
+111,107
+190% +$1.43M ﹤0.01% 3316
2019
Q2 		$733K Buy
58,463
+14,942
+34% +$187K ﹤0.01% 4032
2019
Q1 		$523K Sell
43,521
-81,427
-65% -$1.08M ﹤0.01% 4187
2018
Q4 		$1.53M Buy
124,948
+81,286
+186% +$1.1M ﹤0.01% 3465
2018
Q3 		$606K Sell
43,662
-44,712
-51% -$590K ﹤0.01% 4199
2018
Q2 		$1.1M Buy
88,374
+80,873
+1,078% +$933K ﹤0.01% 3771
2018
Q1 		$78K Sell
7,501
-130,776
-95% -$1.6M ﹤0.01% 4674
2017
Q4 		$1.99M Buy
138,277
+92,721
+204% +$1.31M ﹤0.01% 3323
2017
Q3 		$594K Buy
+45,556
New +$583K ﹤0.01% 3764
2017
Q2 		– Sell
-2,050
Closed -$28K – 5256
2017
Q1 		$28K Sell
2,050
-21,636
-91% -$298K ﹤0.01% 4661
2016
Q4 		$341K Sell
23,686
-32,607
-58% -$439K ﹤0.01% 3939
2016
Q3 		$781K Sell
56,293
-64,877
-54% -$969K ﹤0.01% 3241
2016
Q2 		$1.83M Buy
121,170
+119,658
+7,914% +$1.64M ﹤0.01% 2861
2016
Q1 		$19K Buy
1,512
+629
+71% +$7.06K ﹤0.01% 4103
2015
Q4 		$11K Buy
+883
New +$10.6K ﹤0.01% 4196
2013
Q4 		– Sell
-10,582
Closed -$155K – 4258
2013
Q3 		$155K Buy
+10,582
New +$163K ﹤0.01% 4103

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

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

JP Morgan Chase reduced its Whitestone REIT (WSR) stake by 14% in Q1 2026, selling an estimated $653K and leaving 270,577 shares worth $4.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3450.

JP Morgan Chase first reported a position in WSR in Q3 2013 and has held it in 42 quarters since. The position peaked at $4.65M in Q4 2024. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • JP Morgan Chase held 270,577 shares of Whitestone REIT worth $4.36M as of Q1 2026.
  • JP Morgan Chase sold 43,362 Whitestone REIT shares in Q1 2026, an estimated $653K.
  • Whitestone REIT made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3450 holding.
  • JP Morgan Chase first reported a position in Whitestone REIT in Q3 2013 and has held it in 42 quarters since.
  • JP Morgan Chase's Whitestone REIT position peaked at $4.65M in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

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