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Leeward Financial Partners’s JPMorgan Chase JPM Stock Holding History

Leeward Financial Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.56M Buy
16,987
+868
+5% +$270K 1.46% 22
2026
Q1 		$4.74M Buy
16,119
+7,912
+96% +$2.4M 1.41% 23
2025
Q4 		$2.64M Buy
8,207
+6,398
+354% +$1.98M 0.74% 39
2025
Q3 		$571K Sell
1,809
-10
-0.5% -$2.97K 0.16% 64
2025
Q2 		$527K Buy
1,819
+899
+98% +$229K 0.17% 62
2025
Q1 		$226K Sell
920
-7
-0.8% -$1.78K 0.08% 81
2024
Q4 		$222K Buy
+927
New +$216K 0.08% 83
2024
Q3 		– Sell
-1,037
Closed -$210K – 87
2024
Q2 		$210K Sell
1,037
-119
-10% -$23.3K 0.09% 80
2024
Q1 		$232K Buy
+1,156
New +$209K 0.1% 82
2022
Q3 		– Sell
-1,847
Closed -$208K – 66
2022
Q2 		$208K Sell
1,847
-18,943
-91% -$2.35M 0.14% 65
2022
Q1 		$2.83M Buy
20,790
+2,412
+13% +$356K 1.75% 20
2021
Q4 		$2.91M Buy
+18,378
New +$3.02M 1.82% 18

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Leeward Financial Partners's JPM Position: Q2 2026 in Review

Leeward Financial Partners increased its JPMorgan Chase (JPM) stake by 5.4% in Q2 2026, buying an estimated $270K and bringing the position to 16,987 shares worth $5.56M. The position accounts for 1.46% of the portfolio, ranked #22.

Leeward Financial Partners first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Leeward Financial Partners held 16,987 shares of JPMorgan Chase worth $5.56M as of Q2 2026.
  • Leeward Financial Partners bought 868 JPMorgan Chase shares in Q2 2026, an estimated $270K.
  • JPMorgan Chase made up 1.46% of Leeward Financial Partners's portfolio in Q2 2026, its #22 holding.
  • Leeward Financial Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.