JP Morgan Chase’s Waystar Holding Corp WAY Stock Holding History

JP Morgan Chase’s Portfolio WAY Stock Details WAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.7M	Buy	1,078,601 +49,393	+5%	+$1.04M	﹤0.01%	2158
2026 Q1	$24.1M	Buy	1,029,208 +16,732	+2%	+$444K	﹤0.01%	1928
2025 Q4	$33.2M	Sell	1,012,476 -1,477,096	-59%	-$52.6M	﹤0.01%	1649
2025 Q3	$94.4M	Buy	2,489,572 +1,504,026	+153%	+$55.7M	0.01%	1028
2025 Q2	$40.3M	Sell	985,546 -386,821	-28%	-$14.9M	﹤0.01%	1459
2025 Q1	$51.3M	Buy	1,372,367 +127,072	+10%	+$5.03M	﹤0.01%	1301
2024 Q4	$45.7M	Sell	1,245,295 -100,392	-7%	-$3.09M	﹤0.01%	1385
2024 Q3	$37.5M	Buy	1,345,687 +96,552	+8%	+$2.38M	﹤0.01%	1516
2024 Q2	$26.9M	Buy	+1,249,135	New	+$27.1M	﹤0.01%	1641

Other funds holding WAY

EFM

EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GAM

Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JP Morgan Chase's WAY Position: Q2 2026 in Review

JP Morgan Chase increased its Waystar Holding Corp (WAY) stake by 4.8% in Q2 2026, buying an estimated $1.04M and bringing the position to 1,078,601 shares worth $21.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

JP Morgan Chase first reported a position in WAY in Q2 2024 and has held it in 9 quarters since. The position peaked at $94.4M in Q3 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

JP Morgan Chase held 1,078,601 shares of Waystar Holding Corp worth $21.7M as of Q2 2026.
JP Morgan Chase bought 49,393 Waystar Holding Corp shares in Q2 2026, an estimated $1.04M.
Waystar Holding Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2158 holding.
JP Morgan Chase first reported a position in Waystar Holding Corp in Q2 2024 and has held it in 9 quarters since.
JP Morgan Chase's Waystar Holding Corp position peaked at $94.4M in Q3 2025.
302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.