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Westend Capital Management’s JPMorgan Chase JPM Stock Holding History

Westend Capital Management’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 		$199K Sell
607
-129
-18% -$40.1K 0.05% 56
2026
Q1 		$217K Sell
736
-8
-1% -$2.43K 0.07% 48
2025
Q4 		$240K Buy
744
+579
+351% +$179K 0.07% 45
2025
Q3 		$52K Buy
165
+30
+22% +$8.92K 0.02% 75
2025
Q2 		$39.1K Buy
135
+33
+32% +$8.42K 0.01% 83
2025
Q1 		$25K Hold
102
– – 0.01% 89
2024
Q4 		$24.4K Hold
102
– – 0.01% 88
2024
Q3 		$21.5K Buy
102
+55
+117% +$11.6K 0.01% 97
2024
Q2 		$9.66K Sell
47
-245
-84% -$47.9K ﹤0.01% 104
2024
Q1 		$58.5K Buy
+292
New +$52.7K 0.02% 67
2016
Q2 		– Sell
-4,000
Closed -$237K – 70
2016
Q1 		$237K Buy
+4,000
New +$234K 0.32% 56

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 $3.38T AUM 44.17% 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

Westend Capital Management's JPM Position: Q2 2026 in Review

Westend Capital Management reduced its JPMorgan Chase (JPM) stake by 18% in Q2 2026, selling an estimated $40.1K and leaving 607 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #56.

Westend Capital Management first reported a position in JPM in Q1 2016 and has held it in 11 quarters since. The position peaked at $240K in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Westend Capital Management held 607 shares of JPMorgan Chase worth $199K as of Q2 2026.
  • Westend Capital Management sold 129 JPMorgan Chase shares in Q2 2026, an estimated $40.1K.
  • JPMorgan Chase made up 0.05% of Westend Capital Management's portfolio in Q2 2026, its #56 holding.
  • Westend Capital Management first reported a position in JPMorgan Chase in Q1 2016 and has held it in 11 quarters since.
  • Westend Capital Management's JPMorgan Chase position peaked at $240K in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.