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 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 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

Westend Capital Management's JPM Position: Q1 2026 in Review

Westend Capital Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $2.43K and leaving 736 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #48.

Westend Capital Management first reported a position in JPM in Q1 2016 and has held it in 10 quarters since. The position peaked at $240K in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Westend Capital Management held 736 shares of JPMorgan Chase worth $217K as of Q1 2026.
Westend Capital Management sold 8 JPMorgan Chase shares in Q1 2026, an estimated $2.43K.
JPMorgan Chase made up 0.07% of Westend Capital Management's portfolio in Q1 2026, its #48 holding.
Westend Capital Management first reported a position in JPMorgan Chase in Q1 2016 and has held it in 10 quarters since.
Westend Capital Management's JPMorgan Chase position peaked at $240K in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.