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West Family Investments’s JPMorgan Chase JPM Stock Holding History

West Family Investments’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 		$2.7M Buy
8,256
+3,955
+92% +$1.23M 0.78% 16
2026
Q1 		$1.27M Sell
4,301
-8,697
-67% -$2.64M 0.44% 38
2025
Q4 		$4.19M Sell
12,998
-2,290
-15% -$709K 0.98% 17
2025
Q3 		$4.82M Buy
15,288
+138
+0.9% +$41K 1.08% 17
2025
Q2 		$4.39M Buy
15,150
+5,272
+53% +$1.35M 1.15% 13
2025
Q1 		$2.42M Sell
9,878
-78
-0.8% -$19.9K 0.91% 17
2024
Q4 		$2.39M Sell
9,956
-138
-1% -$32.1K 0.83% 20
2024
Q3 		$2.13M Buy
10,094
+768
+8% +$162K 0.72% 23
2024
Q2 		$1.89M Hold
9,326
– – 0.57% 38
2024
Q1 		$1.87M Buy
9,326
+165
+2% +$29.8K 0.58% 39
2023
Q4 		$1.56M Buy
9,161
+166
+2% +$25.2K 0.53% 40
2023
Q3 		$1.3M Hold
8,995
– – 0.46% 49
2023
Q2 		$1.31M Hold
8,995
– – 0.51% 42
2023
Q1 		$1.17M Hold
8,995
– – 0.46% 53
2022
Q4 		$1.21M Buy
8,995
+64
+0.7% +$8.11K 0.41% 50
2022
Q3 		$933K Sell
8,931
-917
-9% -$105K 0.39% 56
2022
Q2 		$1.11M Buy
9,848
+7,379
+299% +$914K 0.44% 46
2022
Q1 		$337K Sell
2,469
-6,123
-71% -$904K 0.1% 173
2021
Q4 		$1.36M Sell
8,592
-834
-9% -$137K 0.37% 49
2021
Q3 		$1.54M Buy
9,426
+528
+6% +$82.8K 0.4% 42
2021
Q2 		$1.38M Buy
+8,898
New +$1.4M 0.37% 41
2019
Q3 		– Sell
-4,700
Closed -$525K – 81
2019
Q2 		$525K Sell
4,700
-10
-0.2% -$1.1K 0.13% 69
2019
Q1 		$477K Hold
4,710
– – 0.12% 74
2018
Q4 		$460K Hold
4,710
– – 0.12% 79
2018
Q3 		$531K Sell
4,710
-2,500
-35% -$284K 0.13% 73
2018
Q2 		$751K Hold
7,210
– – 0.19% 66
2018
Q1 		$793K Buy
+7,210
New +$816K 0.21% 63

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 $3.38T AUM 44.17% 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

West Family Investments's JPM Position: Q2 2026 in Review

West Family Investments increased its JPMorgan Chase (JPM) stake by 92% in Q2 2026, buying an estimated $1.23M and bringing the position to 8,256 shares worth $2.7M. The position accounts for 0.78% of the portfolio, ranked #16.

West Family Investments first reported a position in JPM in Q1 2018 and has held it in 27 quarters since. The position peaked at $4.82M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • West Family Investments held 8,256 shares of JPMorgan Chase worth $2.7M as of Q2 2026.
  • West Family Investments bought 3,955 JPMorgan Chase shares in Q2 2026, an estimated $1.23M.
  • JPMorgan Chase made up 0.78% of West Family Investments's portfolio in Q2 2026, its #16 holding.
  • West Family Investments first reported a position in JPMorgan Chase in Q1 2018 and has held it in 27 quarters since.
  • West Family Investments's JPMorgan Chase position peaked at $4.82M in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.