Western Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.2M | Buy |
64,631
+942
| +1% | +$293K | 0.69% | 25 |
|
|
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 | Sell |
36,278
-17,343
| -32% | -$4.42M | 0.59% | 36 |
|
|
2024
Q4 | $12.9M | Buy |
53,621
+1,694
| +3% | +$395K | 0.69% | 29 |
|
|
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
Western Wealth Management's JPM Position: Q2 2026 in Review
Western Wealth Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $293K and bringing the position to 64,631 shares worth $21.2M. The position accounts for 0.69% of the portfolio, ranked #25.
Western Wealth Management first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Western Wealth Management held 64,631 shares of JPMorgan Chase worth $21.2M as of Q2 2026.
- Western Wealth Management bought 942 JPMorgan Chase shares in Q2 2026, an estimated $293K.
- JPMorgan Chase made up 0.69% of Western Wealth Management's portfolio in Q2 2026, its #25 holding.
- Western Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.