Westchester Capital Management (Nebraska)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.9M | Sell |
82,058
-1,355
| -2% | -$421K | 4.84% | 8 |
|
|
2026
Q1 | $24.5M | Buy |
83,413
+1,021
| +1% | +$310K | 4.94% | 7 |
|
|
2025
Q4 | $26.5M | Sell |
82,392
-1,913
| -2% | -$592K | 5.49% | 7 |
|
|
2025
Q3 | $26.6M | Sell |
84,305
-2,500
| -3% | -$744K | 5.72% | 6 |
|
|
2025
Q2 | $25.2M | Sell |
86,805
-1,289
| -1% | -$329K | 5.92% | 5 |
|
|
2025
Q1 | $21.6M | Buy |
88,094
+1,813
| +2% | +$462K | 5.37% | 6 |
|
|
2024
Q4 | $20.7M | Sell |
86,281
-3,384
| -4% | -$788K | 5.2% | 7 |
|
|
2024
Q3 | $18.9M | Sell |
89,665
-2,825
| -3% | -$595K | 4.59% | 7 |
|
|
2024
Q2 | $18.7M | Sell |
92,490
-1,214
| -1% | -$237K | 4.72% | 8 |
|
|
2024
Q1 | $18.8M | Buy |
93,704
+442
| +0.5% | +$79.8K | 4.71% | 6 |
|
|
2023
Q4 | $15.9M | Sell |
93,262
-1,325
| -1% | -$201K | 4.27% | 8 |
|
|
2023
Q3 | $13.7M | Buy |
94,587
+245
| +0.3% | +$36.7K | 3.93% | 11 |
|
|
2023
Q2 | $13.7M | Sell |
94,342
-577
| -0.6% | -$79.4K | 3.82% | 12 |
|
|
2023
Q1 | $12.4M | Sell |
94,919
-1,719
| -2% | -$236K | 3.56% | 14 |
|
|
2022
Q4 | $13M | Sell |
96,638
-588
| -0.6% | -$74.5K | 3.81% | 13 |
|
|
2022
Q3 | $10.2M | Buy |
97,226
+576
| +0.6% | +$66.1K | 3.28% | 19 |
|
|
2022
Q2 | $10.9M | Buy |
96,650
+1,066
| +1% | +$132K | 3.32% | 16 |
|
|
2022
Q1 | $13M | Buy |
95,584
+713
| +0.8% | +$105K | 3.36% | 15 |
|
|
2021
Q4 | $15M | Sell |
94,871
-90
| -0.1% | -$14.8K | 3.84% | 12 |
|
|
2021
Q3 | $15.5M | Sell |
94,961
-66
| -0.1% | -$10.3K | 4.33% | 6 |
|
|
2021
Q2 | $14.8M | Buy |
95,027
+4,509
| +5% | +$708K | 4.15% | 6 |
|
|
2021
Q1 | $13.8M | Sell |
90,518
-628
| -0.7% | -$90.3K | 3.99% | 7 |
|
|
2020
Q4 | $11.6M | Sell |
91,146
-625
| -0.7% | -$69.9K | 3.66% | 12 |
|
|
2020
Q3 | $8.84M | Buy |
91,771
+3,210
| +4% | +$315K | 3.14% | 19 |
|
|
2020
Q2 | $8.33M | Sell |
88,561
-17
| -0% | -$1.61K | 3.14% | 17 |
|
|
2020
Q1 | $7.97M | Buy |
88,578
+130
| +0.1% | +$15.8K | 3.56% | 15 |
|
|
2019
Q4 | $12.3M | Buy |
88,448
+600
| +0.7% | +$77K | 4.3% | 5 |
|
|
2019
Q3 | $10.3M | Buy |
87,848
+560
| +0.6% | +$63.3K | 4.06% | 12 |
|
|
2019
Q2 | $9.76M | Buy |
87,288
+2,235
| +3% | +$246K | 3.82% | 13 |
|
|
2019
Q1 | $8.61M | Buy |
85,053
+1,445
| +2% | +$149K | 3.68% | 16 |
|
|
2018
Q4 | $8.16M | Sell |
83,608
-1,935
| -2% | -$206K | 3.79% | 16 |
|
|
2018
Q3 | $9.65M | Buy |
85,543
+1,065
| +1% | +$121K | 3.83% | 12 |
|
|
2018
Q2 | $8.8M | Sell |
84,478
-562
| -0.7% | -$61.7K | 3.74% | 14 |
|
|
2018
Q1 | $9.35M | Buy |
85,040
+84,931
| +77,918% | +$9.62M | 3.95% | 10 |
|
|
2017
Q4 | $12K | Hold |
109
| – | – | ﹤0.01% | 33 |
|
|
2017
Q3 | $10K | Buy |
+109
| New | +$10.1K | ﹤0.01% | 33 |
|
Other funds holding JPM
LMFP
RG
ATO
MBI
Westchester Capital Management (Nebraska)'s JPM Position: Q2 2026 in Review
Westchester Capital Management (Nebraska) reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $421K and leaving 82,058 shares worth $26.9M. The position accounts for 4.84% of the portfolio, ranked #8.
Westchester Capital Management (Nebraska) first reported a position in JPM in Q3 2017 and has held it in 36 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Westchester Capital Management (Nebraska) held 82,058 shares of JPMorgan Chase worth $26.9M as of Q2 2026.
- Westchester Capital Management (Nebraska) sold 1,355 JPMorgan Chase shares in Q2 2026, an estimated $421K.
- JPMorgan Chase made up 4.84% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #8 holding.
- Westchester Capital Management (Nebraska) first reported a position in JPMorgan Chase in Q3 2017 and has held it in 36 quarters since.
- 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.