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JPM
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Position history for WESTWOOD HOLDINGS GROUP INC's holdings in JPMORGAN CHASE & CO

WESTWOOD HOLDINGS GROUP INC holds 353,968 shares of JPM (JPMORGAN CHASE & CO), worth $104.1M as of 2026-Q1. The position was decreased (-3.6% shares). JPM represents 0.8% of WESTWOOD HOLDINGS GROUP INC's portfolio.

Current Value

$104.1M

Current Shares

353,968

Total Value Change

-$73.3M

Total Shares Change

-523,411

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
353,968
-3.6%
$104.1M0.8%$300.26
0
2025-Q4
Decreased
367,024
-12.9%
$118.3M1.0%$321.97
0
2025-Q3
Decreased
421,572
-37.7%
$133M0.9%$312.75
0
2025-Q2
Decreased
676,264
-8.7%
$196.1M1.4%$283.07
0
2025-Q1
Decreased
740,491
-16.1%
$181.6M1.4%$237.97
0
2024-Q4
Decreased
882,849
-6.1%
$211.6M1.6%$233.31
0
2024-Q3
Increased
940,578
+7.2%
$198.3M0.8%$203.96
46
2024-Q2
Decreased
877,379
-4.2%
$177.5M0.8%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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