WestEnd Advisors’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
Q1 | $40.1M | Sell |
136,300
-25,257
| -16% | -$7.67M | 0.97% | 27 |
|
|
2025
Q4 | $52.1M | Sell |
161,557
-5,900
| -4% | -$1.83M | 1.21% | 23 |
|
|
2025
Q3 | $52.8M | Sell |
167,457
-2,035
| -1% | -$605K | 1.24% | 21 |
|
|
2025
Q2 | $49.1M | Sell |
169,492
-23,146
| -12% | -$5.91M | 1.22% | 22 |
|
|
2025
Q1 | $47.3M | Sell |
192,638
-10,229
| -5% | -$2.61M | 1.25% | 18 |
|
|
2024
Q4 | $48.6M | Buy |
202,867
+2,068
| +1% | +$482K | 1.24% | 19 |
|
|
2024
Q3 | $42.3M | Buy |
200,799
+200,728
| +282,715% | +$42.3M | 1.04% | 29 |
|
|
2024
Q2 | $14.4K | Buy |
71
+4
| +6% | +$782 | ﹤0.01% | 61 |
|
|
2024
Q1 | $13.5K | Buy |
67
+11
| +20% | +$1.99K | ﹤0.01% | 61 |
|
|
2023
Q4 | $9.55K | Sell |
56
-17
| -23% | -$2.58K | ﹤0.01% | 65 |
|
|
2023
Q3 | $10.6K | Buy |
+73
| New | +$10.9K | ﹤0.01% | 64 |
|
|
2023
Q1 | – | Sell |
-1,194
| Closed | -$164K | – | 57 |
|
|
2022
Q4 | $160K | Sell |
1,194
-11
| -0.9% | -$1.39K | 0.01% | 48 |
|
|
2022
Q3 | $126K | Sell |
1,205
-311,571
| -100% | -$35.8M | ﹤0.01% | 54 |
|
|
2022
Q2 | $35.2M | Buy |
+312,776
| New | +$38.8M | 1.11% | 27 |
|
|
2022
Q1 | – | Sell |
-273,365
| Closed | -$40.4M | – | 26 |
|
|
2021
Q4 | $43.3M | Buy |
+273,365
| New | +$44.9M | 1.18% | 27 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 24 |
|
|
2021
Q2 | – | Sell |
-288,304
| Closed | -$45.3M | – | 34 |
|
|
2021
Q1 | $43.9M | Sell |
288,304
-36,831
| -11% | -$5.3M | 1.76% | 21 |
|
|
2020
Q4 | $41.3M | Sell |
325,135
-11,788
| -3% | -$1.32M | 2.09% | 16 |
|
|
2020
Q3 | $32.4M | Buy |
336,923
+26,538
| +9% | +$2.61M | 1.91% | 29 |
|
|
2020
Q2 | $29.2M | Buy |
310,385
+7,147
| +2% | +$678K | 1.96% | 30 |
|
|
2020
Q1 | $27.3M | Buy |
303,238
+303,176
| +488,994% | +$36.8M | 2.28% | 25 |
|
|
2019
Q4 | $8.64K | Hold |
62
| – | – | ﹤0.01% | 45 |
|
|
2019
Q3 | $7.3K | Sell |
62
-1,575
| -96% | -$178K | ﹤0.01% | 45 |
|
|
2019
Q2 | $183K | Sell |
1,637
-339,864
| -100% | -$37.5M | 0.02% | 38 |
|
|
2019
Q1 | $34.6M | Buy |
341,501
+19,782
| +6% | +$2.04M | 3.25% | 22 |
|
|
2018
Q4 | $31.4M | Sell |
321,719
-15,643
| -5% | -$1.67M | 3.37% | 17 |
|
|
2018
Q3 | $38.1M | Sell |
337,362
-6,914
| -2% | -$785K | 3.64% | 16 |
|
|
2018
Q2 | $35.9M | Sell |
344,276
-81,008
| -19% | -$8.89M | 3.73% | 17 |
|
|
2018
Q1 | $46.8M | Sell |
425,284
-26,021
| -6% | -$2.95M | 4.41% | 4 |
|
|
2017
Q4 | $48.3M | Sell |
451,305
-79,799
| -15% | -$8.08M | 4.46% | 4 |
|
|
2017
Q3 | $50.7M | Sell |
531,104
-50,338
| -9% | -$4.64M | 4.45% | 13 |
|
|
2017
Q2 | $53.1M | Sell |
581,442
-41,661
| -7% | -$3.59M | 4.55% | 13 |
|
|
2017
Q1 | $54.7M | Buy |
+623,103
| New | +$55M | 4.57% | 18 |
|
Other funds holding JPM
VCM
VPM
WestEnd Advisors's JPM Position: Q1 2026 in Review
WestEnd Advisors reduced its JPMorgan Chase (JPM) stake by 16% in Q1 2026, selling an estimated $7.67M and leaving 136,300 shares worth $40.1M. The position accounts for 0.97% of the portfolio, ranked #27.
WestEnd Advisors first reported a position in JPM in Q1 2017 and has held it in 32 quarters since. The position peaked at $54.7M in Q1 2017. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- WestEnd Advisors held 136,300 shares of JPMorgan Chase worth $40.1M as of Q1 2026.
- WestEnd Advisors sold 25,257 JPMorgan Chase shares in Q1 2026, an estimated $7.67M.
- JPMorgan Chase made up 0.97% of WestEnd Advisors's portfolio in Q1 2026, its #27 holding.
- WestEnd Advisors first reported a position in JPMorgan Chase in Q1 2017 and has held it in 32 quarters since.
- WestEnd Advisors's JPMorgan Chase position peaked at $54.7M in Q1 2017.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.