Westfuller Advisors’s JPMorgan Chase JPM Stock Holding History

Westfuller Advisors’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	$3.37M	Buy	10,306 +2,559	+33%	+$795K	1.23%	26
2026 Q1	$2.28M	Buy	7,747 +837	+12%	+$254K	0.98%	27
2025 Q4	$2.23M	Buy	6,910 +134	+2%	+$41.5K	0.9%	32
2025 Q3	$2.14M	Buy	6,776 +2,188	+48%	+$651K	0.97%	29
2025 Q2	$1.33M	Buy	4,588 +128	+3%	+$32.7K	0.76%	33
2025 Q1	$1.09M	Buy	4,460 +21	+0.5%	+$5.35K	0.73%	33
2024 Q4	$1.06M	Sell	4,439 -23	-0.5%	-$5.36K	0.68%	39
2024 Q3	$941K	Buy	+4,462	New	+$940K	0.68%	39
2024 Q1	$823K	Buy	+4,107	New	+$741K	0.99%	34

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Westfuller Advisors's JPM Position: Q2 2026 in Review

Westfuller Advisors increased its JPMorgan Chase (JPM) stake by 33% in Q2 2026, buying an estimated $795K and bringing the position to 10,306 shares worth $3.37M. The position accounts for 1.23% of the portfolio, ranked #26.

Westfuller Advisors first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Westfuller Advisors held 10,306 shares of JPMorgan Chase worth $3.37M as of Q2 2026.
Westfuller Advisors bought 2,559 JPMorgan Chase shares in Q2 2026, an estimated $795K.
JPMorgan Chase made up 1.23% of Westfuller Advisors's portfolio in Q2 2026, its #26 holding.
Westfuller Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.