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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westerkirk Capital's JPM Position: Q1 2026 in Review

Westerkirk Capital increased its JPMorgan Chase (JPM) stake by 204% in Q1 2026, buying an estimated $3.62M and bringing the position to 17,758 shares worth $5.22M. The position accounts for 0.56% of the portfolio, ranked #44.

Westerkirk Capital first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Westerkirk Capital held 17,758 shares of JPMorgan Chase worth $5.22M as of Q1 2026.
  • Westerkirk Capital bought 11,920 JPMorgan Chase shares in Q1 2026, an estimated $3.62M.
  • JPMorgan Chase made up 0.56% of Westerkirk Capital's portfolio in Q1 2026, its #44 holding.
  • Westerkirk Capital first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.