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Code Waechter’s JPMorgan Chase JPM Stock Holding History

Code Waechter’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 		$900K Sell
2,750
-71
-3% -$22K 0.47% 43
2026
Q1 		$830K Buy
2,821
+69
+3% +$20.9K 0.49% 43
2025
Q4 		$887K Sell
2,752
-10
-0.4% -$3.1K 0.57% 37
2025
Q3 		$834K Sell
2,762
-44
-2% -$13.1K 0.54% 37
2025
Q2 		$813K Buy
2,806
+119
+4% +$30.4K 0.58% 36
2025
Q1 		$659K Sell
2,687
-273
-9% -$69.6K 0.54% 38
2024
Q4 		$709K Sell
2,960
-66
-2% -$15.4K 0.62% 41
2024
Q3 		$638K Buy
+3,026
New +$637K 0.61% 43

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Code Waechter's JPM Position: Q2 2026 in Review

Code Waechter reduced its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, selling an estimated $22K and leaving 2,750 shares worth $900K. The position accounts for 0.47% of the portfolio, ranked #43.

Code Waechter first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Code Waechter held 2,750 shares of JPMorgan Chase worth $900K as of Q2 2026.
  • Code Waechter sold 71 JPMorgan Chase shares in Q2 2026, an estimated $22K.
  • JPMorgan Chase made up 0.47% of Code Waechter's portfolio in Q2 2026, its #43 holding.
  • Code Waechter first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.