WestHill Financial Advisors’s JPMorgan Chase JPM Stock Holding History

WestHill Financial 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	$1.05M	Buy	3,205 +1	+0%	+$311	0.18%	33
2026 Q1	$942K	Sell	3,204 -5	-0.2%	-$1.52K	0.18%	34
2025 Q4	$1.03M	Sell	3,209 -9	-0.3%	-$2.79K	0.2%	32
2025 Q3	$1.01M	Buy	3,218 +2	+0.1%	+$595	0.2%	30
2025 Q2	$932K	Buy	3,216 +31	+1%	+$7.91K	0.2%	32
2025 Q1	$781K	Buy	3,185 +1	+0%	+$255	0.18%	33
2024 Q4	$763K	Buy	3,184 +2	+0.1%	+$466	0.17%	33
2024 Q3	$671K	Buy	3,182 +86	+3%	+$18.1K	0.15%	33
2024 Q2	$626K	Buy	3,096 +23	+0.7%	+$4.5K	0.15%	31
2024 Q1	$616K	Buy	3,073 +1	+0%	+$180	0.15%	33
2023 Q4	$523K	Buy	3,072 +2	+0.1%	+$303	0.14%	33
2023 Q3	$445K	Buy	+3,070	New	+$460K	0.13%	39
2022 Q2	–	Sell	-1,643	Closed	-$224K	–	116
2022 Q1	$224K	Buy	1,643 +352	+27%	+$52K	0.06%	67
2021 Q4	$204K	Buy	+1,291	New	+$212K	0.06%	73

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WestHill Financial Advisors's JPM Position: Q2 2026 in Review

WestHill Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, buying an estimated $311 and bringing the position to 3,205 shares worth $1.05M. The position accounts for 0.18% of the portfolio, ranked #33.

WestHill Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

WestHill Financial Advisors held 3,205 shares of JPMorgan Chase worth $1.05M as of Q2 2026.
WestHill Financial Advisors bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.18% of WestHill Financial Advisors's portfolio in Q2 2026, its #33 holding.
WestHill Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.