West Financial Advisors’s JPMorgan Chase JPM Stock Holding History

West Financial Advisors’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	$226K	Buy	689 +123	+22%	+$38.2K	0.03%	58
2026 Q1	$166K	Sell	566 -19	-3%	-$5.77K	0.03%	66
2025 Q4	$188K	Buy	585 +19	+3%	+$5.88K	0.03%	60
2025 Q3	$179K	Hold	566	–	–	0.03%	62
2025 Q2	$164K	Hold	566	–	–	0.03%	63
2025 Q1	$139K	Sell	566 -37	-6%	-$9.43K	0.03%	72
2024 Q4	$145K	Buy	603 +428	+245%	+$99.7K	0.03%	68
2024 Q3	$36.9K	Buy	+175	New	+$36.9K	0.01%	100
2023 Q4	–	Sell	-70	Closed	-$10.2K	–	184
2023 Q3	$10.2K	Buy	+70	New	+$10.5K	﹤0.01%	129
2022 Q4	–	Sell	-750	Closed	-$78K	–	185
2022 Q3	$78K	Hold	750	–	–	0.02%	87
2022 Q2	$84K	Sell	750 -41	-5%	-$5.08K	0.02%	85
2022 Q1	$108K	Buy	791 +41	+5%	+$6.05K	0.03%	78
2021 Q4	$119K	Hold	750	–	–	0.03%	78
2021 Q3	$123K	Hold	750	–	–	0.04%	72
2021 Q2	$117K	Hold	750	–	–	0.04%	67
2021 Q1	$114K	Hold	750	–	–	0.04%	69
2020 Q4	$95K	Buy	+750	New	+$83.8K	0.03%	73

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

West Financial Advisors's JPM Position: Q2 2026 in Review

West Financial Advisors increased its JPMorgan Chase (JPM) stake by 22% in Q2 2026, buying an estimated $38.2K and bringing the position to 689 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #58.

West Financial Advisors first reported a position in JPM in Q4 2020 and has held it in 17 quarters since. 2,857 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

West Financial Advisors held 689 shares of JPMorgan Chase worth $226K as of Q2 2026.
West Financial Advisors bought 123 JPMorgan Chase shares in Q2 2026, an estimated $38.2K.
JPMorgan Chase made up 0.03% of West Financial Advisors's portfolio in Q2 2026, its #58 holding.
West Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 17 quarters since.
2,857 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.