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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
Q2 		$827K Sell
2,528
-134
-5% -$41.6K 0.24% 28
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 		$1.29M 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 $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 $3.38T AUM 44.17% 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

Westwood Wealth Management's JPM Position: Q2 2026 in Review

Westwood Wealth Management reduced its JPMorgan Chase (JPM) stake by 5% in Q2 2026, selling an estimated $41.6K and leaving 2,528 shares worth $827K. The position accounts for 0.24% of the portfolio, ranked #28.

Westwood Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.45M in Q4 2021. 5,153 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Westwood Wealth Management held 2,528 shares of JPMorgan Chase worth $827K as of Q2 2026.
  • Westwood Wealth Management sold 134 JPMorgan Chase shares in Q2 2026, an estimated $41.6K.
  • JPMorgan Chase made up 0.24% of Westwood Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Westwood Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Westwood Wealth Management's JPMorgan Chase position peaked at $2.45M in Q4 2021.
  • 5,153 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.