Westbourne Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Westbourne Investment 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 Q1	$2.52M	Sell	8,555 -100	-1%	-$30.3K	0.73%	32
2025 Q4	$2.79M	Hold	8,655	–	–	0.77%	31
2025 Q3	$2.73M	Sell	8,655 -235	-3%	-$69.9K	0.76%	31
2025 Q2	$2.58M	Buy	8,890 +400	+5%	+$102K	0.78%	32
2025 Q1	$2.08M	Hold	8,490	–	–	0.74%	32
2024 Q4	$2.04M	Buy	8,490 +105	+1%	+$24.5K	0.7%	31
2024 Q3	$1.77M	Sell	8,385 -100	-1%	-$21.1K	0.62%	36
2024 Q2	$1.72M	Sell	8,485 -68	-0.8%	-$13.3K	0.62%	34
2024 Q1	$1.71M	Sell	8,553 -42	-0.5%	-$7.58K	0.63%	34
2023 Q4	$1.46M	Hold	8,595	–	–	0.59%	38
2023 Q3	$1.25M	Sell	8,595 -183	-2%	-$27.4K	0.57%	41
2023 Q2	$1.28M	Buy	8,778 +343	+4%	+$47.2K	0.57%	43
2023 Q1	$1.1M	Hold	8,435	–	–	0.53%	45
2022 Q4	$1.13M	Sell	8,435 -1,925	-19%	-$244K	0.57%	43
2022 Q3	$1.08M	Sell	10,360 -315	-3%	-$36.1K	0.57%	46
2022 Q2	$1.2M	Hold	10,675	–	–	0.75%	41
2022 Q1	$1.46M	Sell	10,675 -215	-2%	-$31.7K	0.6%	42
2021 Q4	$1.72M	Buy	10,890 +500	+5%	+$82.1K	0.68%	40
2021 Q3	$1.7M	Buy	10,390 +130	+1%	+$20.4K	0.77%	35
2021 Q2	$1.6M	Sell	10,260 -75	-0.7%	-$11.8K	0.72%	35
2021 Q1	$1.57M	Sell	10,335 -695	-6%	-$100K	0.78%	35
2020 Q4	$1.4M	Buy	+11,030	New	+$1.23M	0.82%	32
2020 Q2	–	Sell	-10,930	Closed	-$984K	–	67
2020 Q1	$984K	Sell	10,930 -255	-2%	-$31K	0.91%	32
2019 Q4	$1.56M	Buy	11,185 +900	+9%	+$115K	1.06%	29
2019 Q3	$1.21M	Hold	10,285	–	–	0.9%	31
2019 Q2	$1.15M	Buy	10,285 +425	+4%	+$46.9K	0.93%	32
2019 Q1	$998K	Sell	9,860 -40	-0.4%	-$4.12K	0.76%	39
2018 Q4	$966K	Buy	9,900 +1,700	+21%	+$181K	0.83%	39
2018 Q3	$925K	Buy	8,200 +2,985	+57%	+$339K	0.67%	42
2018 Q2	$543K	Sell	5,215 -16	-0.3%	-$1.75K	0.47%	58
2018 Q1	$575K	Hold	5,231	–	–	0.46%	62
2017 Q4	$559K	Sell	5,231 -75	-1%	-$7.59K	0.42%	62
2017 Q3	$507K	Hold	5,306	–	–	0.4%	64
2017 Q2	$485K	Sell	5,306 -25	-0.5%	-$2.16K	0.39%	68
2017 Q1	$468K	Sell	5,331 -100	-2%	-$8.82K	0.39%	67
2016 Q4	$469K	Sell	5,431 -300	-5%	-$22.9K	0.41%	63
2016 Q3	$382K	Buy	5,731 +250	+5%	+$16.3K	0.34%	75
2016 Q2	$341K	Buy	5,481 +400	+8%	+$25K	0.31%	79
2016 Q1	$301K	Hold	5,081	–	–	0.29%	81
2015 Q4	$335K	Hold	5,081	–	–	0.32%	76
2015 Q3	$310K	Hold	5,081	–	–	0.31%	80
2015 Q2	$344K	Buy	+5,081	New	+$332K	0.31%	84

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

Westbourne Investment Advisors's JPM Position: Q1 2026 in Review

Westbourne Investment Advisors reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $30.3K and leaving 8,555 shares worth $2.52M. The position accounts for 0.73% of the portfolio, ranked #32.

Westbourne Investment Advisors first reported a position in JPM in Q2 2015 and has held it in 42 quarters since. The position peaked at $2.79M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Westbourne Investment Advisors held 8,555 shares of JPMorgan Chase worth $2.52M as of Q1 2026.
Westbourne Investment Advisors sold 100 JPMorgan Chase shares in Q1 2026, an estimated $30.3K.
JPMorgan Chase made up 0.73% of Westbourne Investment Advisors's portfolio in Q1 2026, its #32 holding.
Westbourne Investment Advisors first reported a position in JPMorgan Chase in Q2 2015 and has held it in 42 quarters since.
Westbourne Investment Advisors's JPMorgan Chase position peaked at $2.79M in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.