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Westwood Wealth Management’s JPMorgan Chase JPM Stock Holding History

Westwood Wealth Management’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 		$783K Sell
2,662
-568
-18% -$172K 0.31% 26
2025
Q4 		$1.04M Buy
3,230
+193
+6% +$59.8K 0.78% 38
2025
Q3 		$958K Buy
3,037
+135
+5% +$40.2K 0.35% 26
2025
Q2 		$841K Buy
2,902
+115
+4% +$29.3K 0.28% 32
2025
Q1 		$684K Hold
2,787
– – 0.29% 33
2024
Q4 		$668K Sell
2,787
-16
-0.6% -$3.73K 0.24% 30
2024
Q3 		$591K Buy
2,803
+16
+0.6% +$3.37K 0.23% 30
2024
Q2 		$564K Hold
2,787
– – 0.21% 33
2024
Q1 		$558K Sell
2,787
-100
-3% -$18K 0.27% 29
2023
Q4 		$491K Sell
2,887
-925
-24% -$140K 0.38% 25
2023
Q3 		$553K Sell
3,812
-3,750
-50% -$562K 0.37% 28
2023
Q2 		$1.1M Buy
7,562
+75
+1% +$10.3K 0.77% 21
2023
Q1 		$976K Sell
7,487
-1,400
-16% -$192K 0.87% 23
2022
Q4 		$1.19M Sell
8,887
-435
-5% -$55.1K 1.43% 14
2022
Q3 		$974K Sell
9,322
-90
-1% -$10.3K 0.88% 17
2022
Q2 		$1.06M Sell
9,412
-60
-0.6% -$7.43K 1.22% 12
2022
Q1 		$1.29K Sell
9,472
-6,020
-39% -$889K 0.5% 25
2021
Q4 		$2.45M Buy
+15,492
New +$2.54M 1.05% 20

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

Westwood Wealth Management's JPM Position: Q1 2026 in Review

Westwood Wealth Management reduced its JPMorgan Chase (JPM) stake by 18% in Q1 2026, selling an estimated $172K and leaving 2,662 shares worth $783K. The position accounts for 0.31% of the portfolio, ranked #26.

Westwood Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.45M in Q4 2021. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Westwood Wealth Management held 2,662 shares of JPMorgan Chase worth $783K as of Q1 2026.
  • Westwood Wealth Management sold 568 JPMorgan Chase shares in Q1 2026, an estimated $172K.
  • JPMorgan Chase made up 0.31% of Westwood Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Westwood Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's JPMorgan Chase position peaked at $2.45M in Q4 2021.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.