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Westmount Partners’s JPMorgan Chase JPM Stock Holding History

Westmount Partners’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 		$3.02M Buy
9,237
+113
+1% +$35.1K 0.66% 31
2026
Q1 		$2.68M Buy
9,124
+399
+5% +$121K 0.66% 32
2025
Q4 		$2.81M Sell
8,725
-223
-2% -$69K 0.7% 31
2025
Q3 		$2.78M Buy
8,948
+65
+0.7% +$19.3K 0.72% 30
2025
Q2 		$2.58M Sell
8,883
-8
-0.1% -$2.04K 0.71% 28
2025
Q1 		$2.18M Sell
8,891
-630
-7% -$161K 0.67% 33
2024
Q4 		$2.28M Sell
9,521
-473
-5% -$110K 0.69% 31
2024
Q3 		$2.11M Sell
9,994
-417
-4% -$87.8K 0.63% 34
2024
Q2 		$2.14M Sell
10,411
-501
-5% -$97.9K 0.71% 29
2024
Q1 		$2.19M Sell
10,912
-138
-1% -$24.9K 0.79% 29
2023
Q4 		$1.88M Buy
11,050
+111
+1% +$16.8K 0.77% 28
2023
Q3 		$1.59M Buy
10,939
+124
+1% +$18.6K 0.7% 32
2023
Q2 		$1.57M Buy
10,815
+163
+2% +$22.4K 0.68% 32
2023
Q1 		$1.39M Buy
10,652
+1,509
+17% +$207K 0.64% 32
2022
Q4 		$1.23M Buy
+9,143
New +$1.16M 0.64% 31

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Westmount Partners's JPM Position: Q2 2026 in Review

Westmount Partners increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $35.1K and bringing the position to 9,237 shares worth $3.02M. The position accounts for 0.66% of the portfolio, ranked #31.

Westmount Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Westmount Partners held 9,237 shares of JPMorgan Chase worth $3.02M as of Q2 2026.
  • Westmount Partners bought 113 JPMorgan Chase shares in Q2 2026, an estimated $35.1K.
  • JPMorgan Chase made up 0.66% of Westmount Partners's portfolio in Q2 2026, its #31 holding.
  • Westmount Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.