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Westshore Wealth’s JPMorgan Chase JPM Stock Holding History

Westshore Wealth’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 		$658K Buy
2,011
+27
+1% +$8.38K 0.2% 48
2026
Q1 		$584K Buy
1,984
+62
+3% +$18.8K 0.2% 45
2025
Q4 		$619K Sell
1,922
-368
-16% -$114K 0.2% 42
2025
Q3 		$722K Sell
2,290
-58
-2% -$17.3K 0.25% 37
2025
Q2 		$681K Buy
2,348
+2
+0.1% +$510 0.26% 36
2025
Q1 		$575K Sell
2,346
-75
-3% -$19.1K 0.24% 32
2024
Q4 		$580K Sell
2,421
-47
-2% -$10.9K 0.24% 31
2024
Q3 		$520K Buy
2,468
+144
+6% +$30.3K 0.21% 35
2024
Q2 		$470K Sell
2,324
-11
-0.5% -$2.15K 0.2% 36
2024
Q1 		$468K Sell
2,335
-12
-0.5% -$2.17K 0.19% 41
2023
Q4 		$399K Sell
2,347
-68
-3% -$10.3K 0.18% 44
2023
Q3 		$350K Buy
2,415
+83
+4% +$12.4K 0.19% 43
2023
Q2 		$339K Sell
2,332
-1,614
-41% -$222K 0.17% 56
2023
Q1 		$514K Buy
3,946
+97
+3% +$13.3K 0.27% 38
2022
Q4 		$516K Buy
3,849
+1
+0% +$127 0.29% 37
2022
Q3 		$402K Buy
3,848
+38
+1% +$4.36K 0.28% 38
2022
Q2 		$429K Buy
3,810
+130
+4% +$16.1K 0.28% 42
2022
Q1 		$502K Buy
3,680
+452
+14% +$66.7K 0.34% 38
2021
Q4 		$511K Buy
3,228
+263
+9% +$43.2K 0.35% 35
2021
Q3 		$485K Sell
2,965
-5,904
-67% -$926K 0.39% 37
2021
Q2 		$1.38M Buy
8,869
+13
+0.1% +$2.04K 0.71% 26
2021
Q1 		$1.35M Buy
+8,856
New +$1.27M 0.77% 26
2019
Q4 		$398K Buy
+2,853
New +$366K 0.44% 50

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

Westshore Wealth's JPM Position: Q2 2026 in Review

Westshore Wealth increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $8.38K and bringing the position to 2,011 shares worth $658K. The position accounts for 0.2% of the portfolio, ranked #48.

Westshore Wealth first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.38M in Q2 2021. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Westshore Wealth held 2,011 shares of JPMorgan Chase worth $658K as of Q2 2026.
  • Westshore Wealth bought 27 JPMorgan Chase shares in Q2 2026, an estimated $8.38K.
  • JPMorgan Chase made up 0.2% of Westshore Wealth's portfolio in Q2 2026, its #48 holding.
  • Westshore Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • Westshore Wealth's JPMorgan Chase position peaked at $1.38M in Q2 2021.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.