JP Morgan Chase
WAFD icon

JP Morgan Chase’s WaFd WAFD Stock Holding History

JP Morgan Chase’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.81M Sell
122,776
-68,476
-36% -$2.2M ﹤0.01% 3578
2025
Q4 		$6.13M Buy
191,252
+36,909
+24% +$1.14M ﹤0.01% 3122
2025
Q3 		$4.68M Sell
154,343
-6,402
-4% -$196K ﹤0.01% 3428
2025
Q2 		$4.71M Sell
160,745
-104,442
-39% -$2.96M ﹤0.01% 3234
2025
Q1 		$7.58M Sell
265,187
-204,517
-44% -$6.07M ﹤0.01% 2788
2024
Q4 		$15.1M Buy
469,704
+283,953
+153% +$9.98M ﹤0.01% 2297
2024
Q3 		$6.47M Sell
185,751
-10,368
-5% -$353K ﹤0.01% 3020
2024
Q2 		$5.61M Sell
196,119
-34,448
-15% -$954K ﹤0.01% 2953
2024
Q1 		$6.69M Buy
230,567
+51,015
+28% +$1.47M ﹤0.01% 2838
2023
Q4 		$5.92M Sell
179,552
-331,860
-65% -$9.17M ﹤0.01% 2941
2023
Q3 		$13.1M Sell
511,412
-50,341
-9% -$1.41M ﹤0.01% 2025
2023
Q2 		$14.9M Sell
561,753
-1,282
-0.2% -$35.5K ﹤0.01% 1943
2023
Q1 		$17M Sell
563,035
-54,099
-9% -$1.83M ﹤0.01% 1807
2022
Q4 		$20.7M Sell
617,134
-9,006
-1% -$315K ﹤0.01% 1649
2022
Q3 		$18.8M Sell
626,140
-15,443
-2% -$501K ﹤0.01% 1624
2022
Q2 		$19.3M Sell
641,583
-14,513
-2% -$456K ﹤0.01% 1645
2022
Q1 		$21.5M Buy
656,096
+57,046
+10% +$2M ﹤0.01% 1711
2021
Q4 		$20M Buy
599,050
+63,507
+12% +$2.19M ﹤0.01% 1828
2021
Q3 		$18.4M Sell
535,543
-91,473
-15% -$2.98M ﹤0.01% 1838
2021
Q2 		$19.9M Sell
627,016
-192,006
-23% -$6.26M ﹤0.01% 1845
2021
Q1 		$25.2M Buy
819,022
+59,483
+8% +$1.78M ﹤0.01% 1560
2020
Q4 		$19.6M Sell
759,539
-274,465
-27% -$6.53M ﹤0.01% 1627
2020
Q3 		$21.4M Sell
1,034,004
-212,496
-17% -$5.01M ﹤0.01% 1454
2020
Q2 		$33.5M Sell
1,246,500
-12,983
-1% -$334K 0.01% 1067
2020
Q1 		$32.7M Sell
1,259,483
-226,970
-15% -$7.25M 0.01% 990
2019
Q4 		$54.5M Sell
1,486,453
-188,459
-11% -$6.92M 0.01% 917
2019
Q3 		$62M Buy
1,674,912
+232,973
+16% +$8.32M 0.01% 845
2019
Q2 		$49.2M Buy
1,441,939
+114,725
+9% +$3.71M 0.01% 963
2019
Q1 		$38.3M Sell
1,327,214
-30,217
-2% -$888K 0.01% 1101
2018
Q4 		$36.3M Buy
1,357,431
+740,544
+120% +$20.8M 0.01% 1068
2018
Q3 		$19.7M Sell
616,887
-72,672
-11% -$2.45M ﹤0.01% 1667
2018
Q2 		$22.5M Buy
689,559
+30,331
+5% +$997K ﹤0.01% 1488
2018
Q1 		$22.8M Buy
659,228
+17,976
+3% +$638K ﹤0.01% 1419
2017
Q4 		$22M Buy
641,252
+329,500
+106% +$11.3M ﹤0.01% 1500
2017
Q3 		$10.6M Buy
311,752
+258,654
+487% +$8.41M ﹤0.01% 1941
2017
Q2 		$1.76M Sell
53,098
-80,925
-60% -$2.68M ﹤0.01% 3128
2017
Q1 		$4.44M Sell
134,023
-85,472
-39% -$2.86M ﹤0.01% 2518
2016
Q4 		$7.54M Buy
219,495
+192,545
+714% +$5.88M ﹤0.01% 2130
2016
Q3 		$719K Buy
26,950
+7,474
+38% +$192K ﹤0.01% 3274
2016
Q2 		$472K Buy
19,476
+565
+3% +$13.6K ﹤0.01% 3449
2016
Q1 		$428K Sell
18,911
-553
-3% -$12K ﹤0.01% 3396
2015
Q4 		$464K Sell
19,464
-900
-4% -$22.2K ﹤0.01% 3420
2015
Q3 		$463K Buy
20,364
+217
+1% +$4.97K ﹤0.01% 3443
2015
Q2 		$470K Sell
20,147
-479
-2% -$10.7K ﹤0.01% 3580
2015
Q1 		$450K Sell
20,626
-296
-1% -$6.24K ﹤0.01% 3581
2014
Q4 		$463K Sell
20,922
-81,997
-80% -$1.75M ﹤0.01% 3701
2014
Q3 		$2.1M Sell
102,919
-285,535
-74% -$6.1M ﹤0.01% 2902
2014
Q2 		$8.71M Sell
388,454
-66,121
-15% -$1.45M ﹤0.01% 1815
2014
Q1 		$10.6M Buy
454,575
+276,710
+156% +$6.28M ﹤0.01% 1693
2013
Q4 		$4.14M Sell
177,865
-110,299
-38% -$2.51M ﹤0.01% 2292
2013
Q3 		$5.96M Buy
288,164
+82,435
+40% +$1.75M ﹤0.01% 2074
2013
Q2 		$3.88M Buy
+205,729
New +$3.53M ﹤0.01% 2309

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

JP Morgan Chase's WAFD Position: Q1 2026 in Review

JP Morgan Chase reduced its WaFd (WAFD) stake by 36% in Q1 2026, selling an estimated $2.2M and leaving 122,776 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #3578.

JP Morgan Chase first reported a position in WAFD in Q2 2013 and has held it in 52 quarters since. The position peaked at $62M in Q3 2019. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • JP Morgan Chase held 122,776 shares of WaFd worth $3.81M as of Q1 2026.
  • JP Morgan Chase sold 68,476 WaFd shares in Q1 2026, an estimated $2.2M.
  • WaFd made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3578 holding.
  • JP Morgan Chase first reported a position in WaFd in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's WaFd position peaked at $62M in Q3 2019.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.