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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

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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM