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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
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% +$9.69K 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
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 $3.37T AUM 44.26% 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 Wealth Group's JPM Position: Q2 2026 in Review

West Wealth Group increased its JPMorgan Chase (JPM) stake by 9.4% in Q2 2026, buying an estimated $85.1K and bringing the position to 3,202 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #46.

West Wealth Group first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • West Wealth Group held 3,202 shares of JPMorgan Chase worth $1.05M as of Q2 2026.
  • West Wealth Group bought 274 JPMorgan Chase shares in Q2 2026, an estimated $85.1K.
  • JPMorgan Chase made up 0.17% of West Wealth Group's portfolio in Q2 2026, its #46 holding.
  • West Wealth Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.