Westerkirk Capital’s JPMorgan Chase JPM Stock Holding History

Westerkirk Capital’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	$5.81M	Hold	17,758	–	–	0.56%	38
2026 Q1	$5.22M	Buy	17,758 +11,920	+204%	+$3.62M	0.56%	44
2025 Q4	$1.88M	Sell	5,838 -533	-8%	-$165K	0.18%	85
2025 Q3	$2.01M	Hold	6,371	–	–	0.23%	83
2025 Q2	$1.85M	Buy	+6,371	New	+$1.63M	0.23%	92

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Westerkirk Capital's JPM Position: Q2 2026 in Review

Westerkirk Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 17,758 shares worth $5.81M. The position accounts for 0.56% of the portfolio, ranked #38.

Westerkirk Capital first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Westerkirk Capital held 17,758 shares of JPMorgan Chase worth $5.81M as of Q2 2026.
Westerkirk Capital left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.56% of Westerkirk Capital's portfolio in Q2 2026, its #38 holding.
Westerkirk Capital first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.