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Windward Capital Management’s JPMorgan Chase JPM Stock Holding History

Windward Capital 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
2025
Q1 		– Sell
-1,000
Closed -$240K – 75
2024
Q4 		$240K Hold
1,000
– – 0.02% 83
2024
Q3 		$211K Buy
+1,000
New +$211K 0.02% 84
2023
Q1 		– Sell
-52,524
Closed -$7.04M – 82
2022
Q4 		$7.04M Sell
52,524
-297
-0.6% -$37.6K 0.76% 33
2022
Q3 		$5.52M Buy
52,821
+65
+0.1% +$7.46K 0.62% 33
2022
Q2 		$5.94M Buy
52,756
+315
+0.6% +$39K 0.64% 32
2022
Q1 		$7.15M Sell
52,441
-103
-0.2% -$15.2K 0.64% 31
2021
Q4 		$8.32M Buy
52,544
+32
+0.1% +$5.25K 0.69% 32
2021
Q3 		$8.6M Buy
52,512
+323
+0.6% +$50.6K 0.8% 31
2021
Q2 		$8.12M Sell
52,189
-126
-0.2% -$19.8K 0.75% 32
2021
Q1 		$7.96M Sell
52,315
-264
-0.5% -$38K 0.8% 31
2020
Q4 		$6.68M Sell
52,579
-8,768
-14% -$980K 0.67% 33
2020
Q3 		$5.91M Sell
61,347
-594
-1% -$58.3K 0.6% 35
2020
Q2 		$5.83M Sell
61,941
-1,236
-2% -$117K 0.66% 35
2020
Q1 		$5.69M Sell
63,177
-1,072
-2% -$130K 0.76% 33
2019
Q4 		$8.96M Sell
64,249
-336
-0.5% -$43.1K 0.96% 33
2019
Q3 		$7.6M Sell
64,585
-13
-0% -$1.47K 0.91% 34
2019
Q2 		$7.22M Sell
64,598
-1,197
-2% -$132K 0.9% 34
2019
Q1 		$6.66M Buy
65,795
+60
+0.1% +$6.18K 0.85% 36
2018
Q4 		$6.42M Buy
65,735
+352
+0.5% +$37.5K 0.92% 34
2018
Q3 		$7.38M Sell
65,383
-472
-0.7% -$53.6K 0.92% 35
2018
Q2 		$6.86M Sell
65,855
-233
-0.4% -$25.6K 0.97% 33
2018
Q1 		$7.27M Sell
66,088
-51
-0.1% -$5.78K 1.06% 34
2017
Q4 		$7.07M Sell
66,139
-376
-0.6% -$38.1K 1.05% 33
2017
Q3 		$6.35M Sell
66,515
-416
-0.6% -$38.4K 1.04% 33
2017
Q2 		$6.12M Buy
66,931
+653
+1% +$56.3K 1.04% 33
2017
Q1 		$5.82M Buy
66,278
+662
+1% +$58.4K 1.04% 33
2016
Q4 		$5.66M Buy
+65,616
New +$5M 1.08% 33

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Windward Capital Management's JPM Position: Q1 2025 in Review

Windward Capital Management sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,000 shares — an estimated $240K sold.

Windward Capital Management first reported a position in JPM in Q4 2016 and held it in 27 quarters. The position peaked at $8.96M in Q4 2019. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Windward Capital Management reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Windward Capital Management sold 1,000 JPMorgan Chase shares in Q1 2025, an estimated $240K.
  • Windward Capital Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 27 quarters.
  • Windward Capital Management's JPMorgan Chase position peaked at $8.96M in Q4 2019.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Windward Capital Management's 13F filing for Q1 2025, filed 13 May 2025.