Westwood Management Corporation’s JPMorgan Chase JPM Stock Holding History

Westwood Management Corporation’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
2023 Q4	–	Sell	-3,300	Closed	-$479K	–	43
2023 Q3	$479K	Hold	3,300	–	–	0.07%	38
2023 Q2	$480K	Sell	3,300 -2,000	-38%	-$275K	0.06%	44
2023 Q1	$691K	Sell	5,300 -960	-15%	-$132K	0.09%	42
2022 Q4	$839K	Hold	6,260	–	–	0.11%	34
2022 Q3	$654K	Hold	6,260	–	–	0.09%	42
2022 Q2	$705K	Hold	6,260	–	–	0.09%	42
2022 Q1	$853K	Hold	6,260	–	–	0.08%	44
2021 Q4	$991K	Hold	6,260	–	–	0.08%	45
2021 Q3	$1.02M	Hold	6,260	–	–	0.08%	42
2021 Q2	$974K	Hold	6,260	–	–	0.08%	43
2021 Q1	$953K	Hold	6,260	–	–	0.08%	42
2020 Q4	$795K	Sell	6,260 -100	-2%	-$11.2K	0.07%	40
2020 Q3	$612K	Sell	6,360 -2,960	-32%	-$291K	0.06%	37
2020 Q2	$877K	Buy	9,320 +2,960	+47%	+$281K	0.09%	39
2020 Q1	$573K	Hold	6,360	–	–	0.08%	40
2019 Q4	$887K	Hold	6,360	–	–	0.11%	37
2019 Q3	$749K	Hold	6,360	–	–	0.1%	41
2019 Q2	$711K	Hold	6,360	–	–	0.09%	46
2019 Q1	$644K	Hold	6,360	–	–	0.09%	44
2018 Q4	$621K	Buy	6,360 +900	+16%	+$95.9K	0.1%	43
2018 Q3	$616K	Sell	5,460 -5,000	-48%	-$568K	0.08%	49
2018 Q2	$1.09M	Sell	10,460 -197,498	-95%	-$21.7M	0.15%	36
2018 Q1	$22.9M	Buy	207,958 +119,104	+134%	+$13.5M	3.28%	13
2017 Q4	$9.5M	Buy	88,854 +82,350	+1,266%	+$8.34M	1.33%	19
2017 Q3	$621K	Hold	6,504	–	–	0.09%	50
2017 Q2	$594K	Hold	6,504	–	–	0.09%	51
2017 Q1	$571K	Buy	6,504 +1,044	+19%	+$92.1K	0.1%	50
2016 Q4	$471K	Hold	5,460	–	–	0.09%	50
2016 Q3	$364K	Hold	5,460	–	–	0.06%	62
2016 Q2	$339K	Sell	5,460 -2,300	-30%	-$144K	0.06%	57
2016 Q1	$460K	Sell	7,760 -2,600	-25%	-$152K	0.09%	51
2015 Q4	$684K	Sell	10,360 -280,000	-96%	-$18.2M	0.13%	45
2015 Q3	$17.7M	Buy	290,360 +170,200	+142%	+$11.1M	3.33%	14
2015 Q2	$8.14M	Buy	120,160 +114,700	+2,101%	+$7.49M	1.39%	20
2015 Q1	$331K	Hold	5,460	–	–	0.06%	70
2014 Q4	$342K	Hold	5,460	–	–	0.06%	68
2014 Q3	$329K	Sell	5,460 -5,252	-49%	-$307K	0.06%	62
2014 Q2	$617K	Buy	10,712 +210	+2%	+$11.8K	0.1%	52
2014 Q1	$638K	Buy	10,502 +1,000	+11%	+$57.8K	0.11%	53
2013 Q4	$556K	Hold	9,502	–	–	0.09%	62
2013 Q3	$491K	Sell	9,502 -94,029	-91%	-$5.04M	0.09%	64
2013 Q2	$5.46M	Buy	+103,531	New	+$5.26M	1.17%	24

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Westwood Management Corporation's JPM Position: Q4 2023 in Review

Westwood Management Corporation sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 3,300 shares — an estimated $479K sold.

Westwood Management Corporation first reported a position in JPM in Q2 2013 and held it in 42 quarters. The position peaked at $22.9M in Q1 2018. 3,991 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Westwood Management Corporation reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Westwood Management Corporation sold 3,300 JPMorgan Chase shares in Q4 2023, an estimated $479K.
Westwood Management Corporation first reported a position in JPMorgan Chase in Q2 2013 and held it in 42 quarters.
Westwood Management Corporation's JPMorgan Chase position peaked at $22.9M in Q1 2018.
3,991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.