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Woodward Diversified Capital’s JPMorgan Chase JPM Stock Holding History

Woodward Diversified Capital’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 		$3.29M Sell
10,056
-382
-4% -$119K 1.45% 14
2026
Q1 		$3.24M Sell
10,438
-1,337
-11% -$406K 1.47% 14
2025
Q4 		$3.79M Buy
11,775
+71
+0.6% +$22K 1.74% 11
2025
Q3 		$3.69M Sell
11,704
-48
-0.4% -$14.3K 1.72% 10
2025
Q2 		$3.41M Buy
11,752
+3,720
+46% +$949K 1.72% 10
2025
Q1 		$1.97M Buy
8,032
+263
+3% +$67K 1.39% 11
2024
Q4 		$1.86M Sell
7,769
-3,766
-33% -$877K 1.37% 12
2024
Q3 		$2.43M Sell
11,535
-96
-0.8% -$20.2K 1.54% 10
2024
Q2 		$2.35M Buy
11,631
+1,075
+10% +$210K 1.38% 12
2024
Q1 		$2.11M Buy
10,556
+86
+0.8% +$15.5K 1.31% 12
2023
Q4 		$1.78M Sell
10,470
-398
-4% -$60.3K 1.12% 12
2023
Q3 		$1.58M Buy
10,868
+729
+7% +$109K 1.14% 14
2023
Q2 		$1.47M Sell
10,139
-187
-2% -$25.7K 1.11% 15
2023
Q1 		$1.35M Buy
10,326
+28
+0.3% +$3.84K 1.06% 20
2022
Q4 		$1.38M Sell
10,298
-1,607
-13% -$204K 1.11% 17
2022
Q3 		$1.24M Sell
11,905
-360
-3% -$41.3K 1.03% 19
2022
Q2 		$1.38M Buy
12,265
+431
+4% +$53.4K 1.06% 22
2022
Q1 		$1.61M Buy
11,834
+1,023
+9% +$151K 1.05% 20
2021
Q4 		$1.71M Buy
10,811
+1,454
+16% +$239K 1.01% 19
2021
Q3 		$1.53M Buy
9,357
+62
+0.7% +$9.72K 0.96% 21
2021
Q2 		$1.45M Buy
9,295
+662
+8% +$104K 0.83% 27
2021
Q1 		$1.31M Sell
8,633
-99
-1% -$14.2K 0.77% 32
2020
Q4 		$1.11M Buy
+8,732
New +$976K 0.72% 42

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Woodward Diversified Capital's JPM Position: Q2 2026 in Review

Woodward Diversified Capital reduced its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, selling an estimated $119K and leaving 10,056 shares worth $3.29M. The position accounts for 1.45% of the portfolio, ranked #14.

Woodward Diversified Capital first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.79M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Woodward Diversified Capital held 10,056 shares of JPMorgan Chase worth $3.29M as of Q2 2026.
  • Woodward Diversified Capital sold 382 JPMorgan Chase shares in Q2 2026, an estimated $119K.
  • JPMorgan Chase made up 1.45% of Woodward Diversified Capital's portfolio in Q2 2026, its #14 holding.
  • Woodward Diversified Capital first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's JPMorgan Chase position peaked at $3.79M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.