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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westshore Wealth's JPM Position: Q1 2026 in Review

Westshore Wealth increased its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, buying an estimated $18.8K and bringing the position to 1,984 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #45.

Westshore Wealth first reported a position in JPM in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.38M in Q2 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Westshore Wealth held 1,984 shares of JPMorgan Chase worth $584K as of Q1 2026.
  • Westshore Wealth bought 62 JPMorgan Chase shares in Q1 2026, an estimated $18.8K.
  • JPMorgan Chase made up 0.2% of Westshore Wealth's portfolio in Q1 2026, its #45 holding.
  • Westshore Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 22 quarters since.
  • Westshore Wealth's JPMorgan Chase position peaked at $1.38M in Q2 2021.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.