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Western Wealth Management’s JPMorgan Chase JPM Stock Holding History

Western Wealth 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 		$18.7M Buy
63,689
+20,961
+49% +$6.36M 0.71% 25
2025
Q4 		$13.8M Buy
42,728
+3,256
+8% +$1.01M 0.63% 28
2025
Q3 		$12.5M Buy
39,472
+937
+2% +$279K 0.66% 27
2025
Q2 		$11.2M Buy
38,535
+2,257
+6% +$576K 0.66% 27
2025
Q1 		$8.9M Buy
36,278
+1,095
+3% +$279K 0.59% 36
2024
Q4 		$8.43M Sell
35,183
-16,744
-32% -$3.9M 0.55% 38
2024
Q3 		$10.9M Buy
51,927
+18,839
+57% +$3.97M 0.62% 31
2024
Q2 		$6.69M Buy
33,088
+1,480
+5% +$289K 0.5% 39
2024
Q1 		$6.33M Sell
31,608
-19,323
-38% -$3.49M 0.49% 41
2023
Q4 		$8.66M Buy
50,931
+736
+1% +$112K 0.62% 30
2023
Q3 		$7.28M Buy
50,195
+3,326
+7% +$499K 0.62% 32
2023
Q2 		$6.82M Buy
46,869
+1,717
+4% +$236K 0.58% 32
2023
Q1 		$5.88M Buy
45,152
+1,734
+4% +$238K 0.55% 35
2022
Q4 		$5.82M Sell
43,418
-22,984
-35% -$2.91M 0.6% 31
2022
Q3 		$7.31M Buy
66,402
+8,630
+15% +$990K 0.42% 48
2022
Q2 		$6.54M Sell
57,772
-11,198
-16% -$1.39M 0.38% 54
2022
Q1 		$9.4M Buy
68,970
+37,812
+121% +$5.58M 0.46% 38
2021
Q4 		$4.94M Buy
+31,158
New +$5.12M 0.49% 39
2021
Q2 		$5.34M Buy
34,290
+9,886
+41% +$1.55M 0.55% 29
2021
Q1 		$3.71M Buy
24,404
+1,480
+6% +$213K 0.5% 34
2020
Q4 		$2.91M Sell
22,924
-1,837
-7% -$205K 0.43% 47
2020
Q3 		$2.38M Buy
24,761
+576
+2% +$56.6K 0.39% 53
2020
Q2 		$2.28M Buy
24,185
+899
+4% +$85.3K 0.41% 47
2020
Q1 		$2.1M Buy
23,286
+2,309
+11% +$281K 0.48% 44
2019
Q4 		$2.92M Sell
20,977
-1,566
-7% -$201K 0.44% 48
2019
Q3 		$2.66M Sell
22,543
-864
-4% -$97.7K 0.55% 36
2019
Q2 		$2.62M Sell
23,407
-886
-4% -$97.7K 0.34% 59
2019
Q1 		$2.46M Buy
24,293
+1,569
+7% +$162K 0.55% 37
2018
Q4 		$2.23M Buy
+22,724
New +$2.42M 0.6% 36

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

Western Wealth Management's JPM Position: Q1 2026 in Review

Western Wealth Management increased its JPMorgan Chase (JPM) stake by 49% in Q1 2026, buying an estimated $6.36M and bringing the position to 63,689 shares worth $18.7M. The position accounts for 0.71% of the portfolio, ranked #25.

Western Wealth Management first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Western Wealth Management held 63,689 shares of JPMorgan Chase worth $18.7M as of Q1 2026.
  • Western Wealth Management bought 20,961 JPMorgan Chase shares in Q1 2026, an estimated $6.36M.
  • JPMorgan Chase made up 0.71% of Western Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Western Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.