WFC
JPM icon

Western Financial Corp’s JPMorgan Chase JPM Stock Holding History

Western Financial Corp’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 		$1.08M Buy
3,309
+112
+4% +$34.8K 0.32% 58
2026
Q1 		$940K Buy
3,197
+708
+28% +$215K 0.37% 56
2025
Q4 		$802K Sell
2,489
-93
-4% -$28.8K 0.32% 70
2025
Q3 		$814K Sell
2,582
-60
-2% -$17.8K 0.35% 69
2025
Q2 		$766K Buy
2,642
+38
+1% +$9.7K 0.41% 69
2025
Q1 		$639K Buy
2,604
+267
+11% +$68.1K 0.37% 81
2024
Q4 		$560K Buy
2,337
+348
+17% +$81.1K 0.31% 84
2024
Q3 		$419K Buy
1,989
+8
+0.4% +$1.69K 0.24% 88
2024
Q2 		$401K Buy
+1,981
New +$387K 0.24% 82
2023
Q3 		– Sell
-1,601
Closed -$233K – 116
2023
Q2 		$233K Sell
1,601
-120
-7% -$16.5K 0.16% 105
2023
Q1 		$224K Buy
1,721
+8
+0.5% +$1.1K 0.16% 109
2022
Q4 		$230K Buy
+1,713
New +$217K 0.15% 95
2022
Q2 		– Sell
-1,991
Closed -$271K – 99
2022
Q1 		$271K Sell
1,991
-5,105
-72% -$754K 0.16% 82
2021
Q4 		$1.12M Buy
7,096
+741
+12% +$122K 0.59% 33
2021
Q3 		$1.04M Sell
6,355
-17
-0.3% -$2.67K 0.62% 33
2021
Q2 		$991K Buy
6,372
+473
+8% +$74.3K 0.54% 34
2021
Q1 		$898K Sell
5,899
-5
-0.1% -$719 0.55% 31
2020
Q4 		$750K Buy
+5,904
New +$660K 0.49% 34

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Western Financial Corp's JPM Position: Q2 2026 in Review

Western Financial Corp increased its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, buying an estimated $34.8K and bringing the position to 3,309 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #58.

Western Financial Corp first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.12M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Western Financial Corp held 3,309 shares of JPMorgan Chase worth $1.08M as of Q2 2026.
  • Western Financial Corp bought 112 JPMorgan Chase shares in Q2 2026, an estimated $34.8K.
  • JPMorgan Chase made up 0.32% of Western Financial Corp's portfolio in Q2 2026, its #58 holding.
  • Western Financial Corp first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • Western Financial Corp's JPMorgan Chase position peaked at $1.12M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.