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Westbourne Investments’s JPMorgan Chase JPM Stock Holding History

Westbourne Investments’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 		– Sell
-970
Closed -$313K – 154
2025
Q4 		$313K Buy
970
+16
+2% +$4.95K 0.15% 110
2025
Q3 		$297K Sell
954
-281
-23% -$83.6K 0.14% 101
2025
Q2 		$358K Buy
1,235
+280
+29% +$71.5K 0.19% 94
2025
Q1 		$234K Sell
955
-150
-14% -$38.2K 0.14% 119
2024
Q4 		$265K Buy
+1,105
New +$257K 0.16% 104

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Westbourne Investments's JPM Position: Q1 2026 in Review

Westbourne Investments sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 970 shares — an estimated $313K sold.

Westbourne Investments first reported a position in JPM in Q4 2024 and held it in 5 quarters. The position peaked at $358K in Q2 2025. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Westbourne Investments reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Westbourne Investments sold 970 JPMorgan Chase shares in Q1 2026, an estimated $313K.
  • Westbourne Investments first reported a position in JPMorgan Chase in Q4 2024 and held it in 5 quarters.
  • Westbourne Investments's JPMorgan Chase position peaked at $358K in Q2 2025.
  • 5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.