West Wealth Group’s JPMorgan Chase JPM Stock Holding History

West Wealth Group’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	$861K	Buy	2,928 +37	+1%	+$11.2K	0.17%	43
2025 Q4	$932K	Buy	2,891 +9	+0.3%	+$2.79K	0.19%	39
2025 Q3	$881K	Buy	2,882 +416	+17%	+$124K	0.2%	39
2025 Q2	$719K	Buy	2,466 +440	+22%	+$112K	0.18%	42
2025 Q1	$494K	Buy	2,026 +158	+8%	+$40.3K	0.15%	50
2024 Q4	$448K	Buy	1,868 +541	+41%	+$126K	0.13%	52
2024 Q3	$280K	Buy	1,327 +46	+4%	+$9.69K	0.09%	68
2024 Q2	$259K	Buy	1,281 +5	+0.4%	+$978	0.09%	69
2024 Q1	$256K	Buy	1,276 +4	+0.3%	+$722	0.09%	71
2023 Q4	$216K	Buy	+1,272	New	+$193K	0.09%	76
2022 Q1	–	Sell	-1,471	Closed	-$233K	–	69
2021 Q4	$233K	Buy	+1,471	New	+$242K	0.09%	55

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

West Wealth Group's JPM Position: Q1 2026 in Review

West Wealth Group increased its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, buying an estimated $11.2K and bringing the position to 2,928 shares worth $861K. The position accounts for 0.17% of the portfolio, ranked #43.

West Wealth Group first reported a position in JPM in Q4 2021 and has held it in 11 quarters since. The position peaked at $932K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

West Wealth Group held 2,928 shares of JPMorgan Chase worth $861K as of Q1 2026.
West Wealth Group bought 37 JPMorgan Chase shares in Q1 2026, an estimated $11.2K.
JPMorgan Chase made up 0.17% of West Wealth Group's portfolio in Q1 2026, its #43 holding.
West Wealth Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 11 quarters since.
West Wealth Group's JPMorgan Chase position peaked at $932K in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.