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West Wealth Group, LLC

SEC CIK
0001923591
Latest filing
Aug 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by West Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
3,202
Value
$1.05M
% of portfolio
0.2%
Quarters held
12
Since Q4 2021
Holdings of JPM by West Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,202$1.05M0.2%+274+9.4%AddedHolders
Q1 20262,928$861.3K0.2%+37+1.3%AddedHolders
Q4 20252,891$931.7K0.2%+9+0.3%AddedHolders
Q3 20252,882$881.1K0.2%+416+16.9%AddedHolders
Q2 20252,466$718.6K0.2%+440+21.7%AddedHolders
Q1 20252,026$493.7K0.1%+158+8.5%AddedHolders
Q4 20241,868$447.9K0.1%+541+40.8%AddedHolders
Q3 20241,327$279.8K0.1%+46+3.6%AddedHolders
Q2 20241,281$259.1K0.1%+5+0.4%AddedHolders
Q1 20241,276$255.7K0.1%+4+0.3%AddedHolders
Q4 20231,272$216.3K0.1%+1,272NewHolders
Q1 20220$00.0%−1,471−100.0%Sold outHolders
Q4 20211,471$233.0K0.1%–No prior filingHolders