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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

West Family Investments's JPM Position: Q1 2026 in Review

West Family Investments reduced its JPMorgan Chase (JPM) stake by 67% in Q1 2026, selling an estimated $2.64M and leaving 4,301 shares worth $1.27M. The position accounts for 0.44% of the portfolio, ranked #38.

West Family Investments first reported a position in JPM in Q1 2018 and has held it in 26 quarters since. The position peaked at $4.82M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • West Family Investments held 4,301 shares of JPMorgan Chase worth $1.27M as of Q1 2026.
  • West Family Investments sold 8,697 JPMorgan Chase shares in Q1 2026, an estimated $2.64M.
  • JPMorgan Chase made up 0.44% of West Family Investments's portfolio in Q1 2026, its #38 holding.
  • West Family Investments first reported a position in JPMorgan Chase in Q1 2018 and has held it in 26 quarters since.
  • West Family Investments's JPMorgan Chase position peaked at $4.82M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.