Westside Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.3M | Buy |
7,028
+20
| +0.3% | +$6.21K | 0.3% | 84 |
|
|
2026
Q1 | $2.06M | Sell |
7,008
-173
| -2% | -$52.5K | 0.32% | 79 |
|
|
2025
Q4 | $2.32M | Sell |
7,181
-124
| -2% | -$38.4K | 0.37% | 67 |
|
|
2025
Q3 | $2.29M | Buy |
7,305
+903
| +14% | +$269K | 0.37% | 69 |
|
|
2025
Q2 | $1.86M | Buy |
6,402
+416
| +7% | +$106K | 0.34% | 74 |
|
|
2025
Q1 | $1.47M | Sell |
5,986
-40
| -0.7% | -$10.2K | 0.31% | 87 |
|
|
2024
Q4 | $1.44M | Buy |
6,026
+141
| +2% | +$32.8K | 0.3% | 86 |
|
|
2024
Q3 | $1.24M | Sell |
5,885
-60
| -1% | -$12.6K | 0.26% | 98 |
|
|
2024
Q2 | $1.2M | Buy |
5,945
+129
| +2% | +$25.2K | 0.28% | 92 |
|
|
2024
Q1 | $1.16M | Sell |
5,816
-30
| -0.5% | -$5.41K | 0.28% | 91 |
|
|
2023
Q4 | $994K | Buy |
5,846
+317
| +6% | +$48K | 0.25% | 100 |
|
|
2023
Q3 | $802K | Buy |
5,529
+300
| +6% | +$45K | 0.23% | 106 |
|
|
2023
Q2 | $761K | Hold |
5,229
| – | – | 0.21% | 112 |
|
|
2023
Q1 | $682K | Buy |
5,229
+100
| +2% | +$13.7K | 0.2% | 111 |
|
|
2022
Q4 | $51.1K | Buy |
5,129
+733
| +17% | +$92.9K | 0.13% | 125 |
|
|
2022
Q3 | $39.6K | Buy |
4,396
+1,322
| +43% | +$152K | 0.09% | 139 |
|
|
2022
Q2 | $34.1K | Sell |
3,074
-24
| -0.8% | -$2.97K | 0.08% | 145 |
|
|
2022
Q1 | $38.9K | Buy |
3,098
+1,573
| +103% | +$232K | 0.09% | 141 |
|
|
2021
Q4 | $45.7K | Sell |
1,525
-75
| -5% | -$12.3K | 0.1% | 129 |
|
|
2021
Q3 | $46.8K | Buy |
1,600
+1
| +0.1% | +$157 | 0.11% | 126 |
|
|
2021
Q2 | $44.2K | Sell |
1,599
-1,137
| -42% | -$179K | 0.1% | 126 |
|
|
2021
Q1 | $43.5K | Sell |
2,736
-1,217
| -31% | -$175K | 0.11% | 119 |
|
|
2020
Q4 | $64K | Hold |
3,953
| – | – | 0.18% | 87 |
|
|
2020
Q3 | $48.5K | Buy |
3,953
+761
| +24% | +$74.7K | 0.02% | 93 |
|
|
2020
Q2 | $28.5K | Sell |
3,192
-700
| -18% | -$66.4K | 0.02% | 93 |
|
|
2020
Q1 | $27.3K | Buy |
+3,892
| New | +$473K | 0.02% | 107 |
|
|
2019
Q2 | $22.4K | Buy |
+4,010
| New | +$442K | 0.05% | 58 |
|
|
2018
Q4 | $404K | Buy |
4,135
+32
| +0.8% | +$3.41K | 0.15% | 101 |
|
|
2018
Q3 | $464K | Buy |
4,103
+213
| +5% | +$24.2K | 0.15% | 88 |
|
|
2018
Q2 | $410K | Buy |
3,890
+170
| +5% | +$18.6K | 0.14% | 102 |
|
|
2018
Q1 | $401K | Buy |
3,720
+1,275
| +52% | +$144K | 0.22% | 100 |
|
|
2017
Q4 | $265K | Buy |
2,445
+117
| +5% | +$11.8K | 0.14% | 136 |
|
|
2017
Q3 | $224K | Buy |
2,328
+16
| +0.7% | +$1.48K | 0.14% | 135 |
|
|
2017
Q2 | $215K | Buy |
2,312
+84
| +4% | +$7.25K | 0.14% | 131 |
|
|
2017
Q1 | $192K | Buy |
2,228
+850
| +62% | +$75K | 0.09% | 130 |
|
|
2016
Q4 | $120K | Buy |
+1,378
| New | +$105K | 0.08% | 120 |
|
Other funds holding JPM
Westside Investment Management's JPM Position: Q2 2026 in Review
Westside Investment Management increased its JPMorgan Chase (JPM) stake by 0.29% in Q2 2026, buying an estimated $6.21K and bringing the position to 7,028 shares worth $2.3M. The position accounts for 0.3% of the portfolio, ranked #84.
Westside Investment Management first reported a position in JPM in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.32M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Westside Investment Management held 7,028 shares of JPMorgan Chase worth $2.3M as of Q2 2026.
- Westside Investment Management bought 20 JPMorgan Chase shares in Q2 2026, an estimated $6.21K.
- JPMorgan Chase made up 0.3% of Westside Investment Management's portfolio in Q2 2026, its #84 holding.
- Westside Investment Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's JPMorgan Chase position peaked at $2.32M in Q4 2025.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.