SEC 13F Intelligence

Westwood Holdings Group Inc / JPM

Westwood Holdings Group Inc’s Jpmorgan Chase & Co Position

Does Westwood Holdings Group Inc own Jpmorgan Chase & Co (JPM)? Yes — 354.0K shares worth $104M (+0.76% of its 13F portfolio) as of Q1 2026, down from 367.0K shares the prior filed quarter.

Position Value
$104M
Q1 2026
Shares
354.0K
% of Portfolio
+0.76%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $194MQ4 ’18Q1 ’19: $188MQ2 ’19: $166MQ3 ’19: $169MQ4 ’19: $180MQ4 ’19Q1 ’20: $122MQ2 ’20: $125MQ3 ’20: $127MQ4 ’20: $161MQ4 ’20Q1 ’21: $125MQ2 ’21: $54MQ3 ’21: $54MQ4 ’21: $52MQ4 ’21Q1 ’22: $69MQ2 ’22: $51MQ3 ’22: $121MQ4 ’22: $180,096Q4 ’22Q1 ’23: $167,793Q2 ’23: $123,284Q3 ’23: $135,420Q4 ’23: $162,972Q4 ’23Q1 ’24: $183,347Q2 ’24: $177MQ3 ’24: $198MQ4 ’24: $212MQ4 ’24Q1 ’25: $182MQ2 ’25: $196MQ3 ’25: $133MQ4 ’25: $118MQ4 ’25Q1 ’26: $104Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026354.0K$104M+0.76%
Q4 2025367.0K$118M+0.96%
Q3 2025421.6K$133M+0.95%
Q2 2025676.3K$196M+1.46%
Q1 2025740.5K$182M+1.37%
Q4 2024882.8K$212M+1.63%
Q3 2024940.6K$198M+0.84%
Q2 2024877.4K$177M+0.83%
Q1 2024915.4K$183,347+1.45%
Q4 2023958.1K$162,972+1.38%
Q3 2023933.8K$135,420+1.26%
Q2 2023847.7K$123,284+1.10%
Q1 20231.29M$167,793+1.51%
Q4 20221.34M$180,096+1.59%
Q3 20221.16M$121M+1.43%
Q2 2022452.9K$51M+0.56%
Q1 2022505.1K$69M+0.64%
Q4 2021327.5K$52M+0.47%
Q3 2021332.3K$54M+0.59%
Q2 2021346.7K$54M+0.55%
Q1 2021821.2K$125M+1.26%
Q4 20201.27M$161M+1.88%
Q3 20201.31M$127M+1.60%
Q2 20201.33M$125M+1.66%
Q1 20201.36M$122M+1.84%
Q4 20191.29M$180M+1.93%
Q3 20191.44M$169M+1.87%
Q2 20191.49M$166M+1.81%
Q1 20191.85M$188M+1.95%
Q4 20181.98M$194M+2.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westwood Holdings Group Inc’s full portfolio or all institutional holders of JPM.