First Western Financial, Inc.
DE ˙ DB ˙ US33751L1052
24,00 € ↑0,40 (1,69%)
2026-06-05
DEL PRIS
SecurityDE:33Q / First Western Financial, Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership3,365 shares
Latest Disclosed Value $ 83,418
Jpmorgan Chase & Co reports 19.46% decrease in ownership of 33Q / First Western Financial, Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 3,365 shares of First Western Financial, Inc. (DE:33Q) valued at $71,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,178 shares of First Western Financial, Inc.. This represents a change in shares of -19.46% during the quarter. The current value of the position is $80,760 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 FIRST WESTN FINL COMMON 33751L105 3,365 -813 -19.46 83 -25.89 0.0000
2026-05-13 2026-03-31 13F FIRST WESTN FINL COMMON 33751L105 0 -100.00 0
2026-02-11 2025-12-31 13F FIRST WESTN FINL COMMON 33751L105 4,178 -3,172 -43.16 112 -33.73 0.0000
2025-11-26 2025-09-30 13F/A-1 FIRST WESTN FINL COMMON 33751L105 7,350 1,555 26.83 169 30.00 0.0000
2025-11-07 2025-09-30 13F FIRST WESTN FINL COMMON 33751L105 7,350 1,555 169 0.0000
2025-08-12 2025-06-30 13F FIRST WESTN FINL COMMON 33751L105 5,795 -9,490 -62.09 131 -56.67 0.0000
2025-05-12 2025-03-31 13F FIRST WESTN FINL COMMON 33751L105 15,285 -14,467 -48.63 300 -48.36 0.0000
2025-02-12 2024-12-31 13F FIRST WESTN FINL COMMON 33751L105 29,752 16,078 117.58 582 112.82 0.0000
2024-12-26 2024-09-30 13F/A-1 FIRST WESTN FINL COMMON 33751L105 13,674 10,113 283.99 273 355.00 0.0000
2024-11-08 2024-09-30 13F FIRST WESTN FINL COMMON 33751L105 13,674 10,113 273 0.0000
2024-12-26 2024-06-30 13F/A-1 FIRST WESTN FINL COMMON 33751L105 3,561 -7,003 -66.29 61 -61.04 0.0000
2024-08-12 2024-06-30 13F FIRST WESTN FINL COMMON 33751L105 3,561 -7,003 61 0.0000
2024-12-26 2024-03-31 13F/A-1 FIRST WESTN FINL COMMON 33751L105 10,564 1,875 21.58 154 -10.47 0.0000
2024-05-10 2024-03-31 13F FIRST WESTN FINL COMMON 33751L105 10,564 1,875 154 0.0000
2024-12-26 2023-12-31 13F/A-1 FIRST WESTN FINL COMMON 33751L105 8,689 3,404 64.41 172 81.05 0.0000
2024-02-12 2023-12-31 13F FIRST WESTN FINL COMMON 33751L105 8,689 3,404 172 0.0000
2023-11-14 2023-09-30 13F FIRST WESTN FINL COMMON 33751L105 5,285 -2,133 -28.75 96 -30.66 0.0000
2023-08-11 2023-06-30 13F FIRST WESTN FINL COMMON 33751L105 7,418 -26,006 -77.81 138 -79.31 0.0000
2023-05-18 2023-03-31 13F/A-1 FIRST WESTN FINL COMMON 33751L105 33,424 397 1.20 662 0.0001
2023-05-11 2023-03-31 13F FIRST WESTN FINL COMMON 33751L105 27,376 -5,651 662 0.0000
2023-02-13 2022-12-31 13F FIRST WESTN FINL COMMON 33751L105 33,027 -10,164 -23.53 1 -100.00 0.0001
2022-11-14 2022-09-30 13F FIRST WESTN FINL COMMON 33751L105 43,191 33,876 363.67 1,065 320.95 0.0002
2022-08-11 2022-06-30 13F FIRST WESTN FINL COMMON 33751L105 9,315 4,073 77.70 253 54.27 0.0000
2022-05-11 2022-03-31 13F FIRST WESTN FINL COMMON 33751L105 5,242 5,033 2,408.13 164 2,633.33 0.0000
2022-02-11 2021-12-31 13F/A-1 FIRST WESTN FINL COMMON 33751L105 209 209 6 0.0000
2022-02-10 2021-12-31 13F FIRST WESTN FINL COMMON 33751L105 209 209 6 0.0000
2021-11-12 2021-09-30 13F FIRST WESTN FINL COMMON 33751L105 0 -928 -100.00 0 -100.00
2021-08-12 2021-06-30 13F FIRST WESTN FINL COMMON 33751L105 928 -18,682 -95.27 24 -95.11 0.0000
2021-05-12 2021-03-31 13F FIRST WESTN FINL COMMON 33751L105 19,610 777 4.13 491 33.42 0.0001
2021-02-19 2020-12-31 13F/A-1 FIRST WESTN FINL COMMON 33751L105 18,833 12,296 188.10 368 332.94 0.0001
2021-02-11 2020-12-31 13F FIRST WESTN FINL COMMON 33751L105 18,833 12,296 368 9.1009
2020-11-12 2020-09-30 13F/A-1 FIRST WESTN FINL COMMON 33751L105 6,537 796 13.87 85 3.66 0.0000
2020-11-12 2020-09-30 13F FIRST WESTN FINL COMMON 33751L105 6,537 85
2020-08-11 2020-06-30 13F FIRST WESTN FINL COMMON 33751L105 5,741 5,741 82 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.