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 Q3	$1.62M	Buy	49,379 +46,177	+1,442%	+$16.2M	0.25%	32
2026 Q2	$1.05M	Buy	3,202 +274	+9%	+$85.1K	0.17%	46
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%	+$9.7K	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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

West Wealth Group's JPM Position: Q3 2026 in Review

West Wealth Group increased its JPMorgan Chase (JPM) stake by 1,442% in Q3 2026, buying an estimated $16.2M and bringing the position to 49,379 shares worth $1.62M. The position accounts for 0.25% of the portfolio, ranked #32.

West Wealth Group first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. 2,031 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

West Wealth Group held 49,379 shares of JPMorgan Chase worth $1.62M as of Q3 2026.
West Wealth Group bought 46,177 JPMorgan Chase shares in Q3 2026, an estimated $16.2M.
JPMorgan Chase made up 0.25% of West Wealth Group's portfolio in Q3 2026, its #32 holding.
West Wealth Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
2,031 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.