JP Morgan Chase’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $383K | Sell |
21,058
-20,532
| -49% | -$365K | ﹤0.01% | 5172 |
|
|
2025
Q4 | $688K | Sell |
41,590
-10,311
| -20% | -$162K | ﹤0.01% | 4840 |
|
|
2025
Q3 | $810K | Sell |
51,901
-21,768
| -30% | -$312K | ﹤0.01% | 4739 |
|
|
2025
Q2 | $1.02M | Sell |
73,669
-6,904
| -9% | -$88.4K | ﹤0.01% | 4365 |
|
|
2025
Q1 | $1.08M | Sell |
80,573
-5,055
| -6% | -$68.9K | ﹤0.01% | 4286 |
|
|
2024
Q4 | $1.15M | Buy |
85,628
+33,715
| +65% | +$497K | ﹤0.01% | 4538 |
|
|
2024
Q3 | $763K | Buy |
51,913
+21,902
| +73% | +$317K | ﹤0.01% | 4635 |
|
|
2024
Q2 | $384K | Sell |
30,011
-5,448
| -15% | -$65.3K | ﹤0.01% | 4822 |
|
|
2024
Q1 | $432K | Buy |
35,459
+6,516
| +23% | +$82.8K | ﹤0.01% | 4887 |
|
|
2023
Q4 | $411K | Buy |
28,943
+10,132
| +54% | +$120K | ﹤0.01% | 4917 |
|
|
2023
Q3 | $206K | Sell |
18,811
-48,106
| -72% | -$631K | ﹤0.01% | 5054 |
|
|
2023
Q2 | $970K | Buy |
66,917
+4,013
| +6% | +$57.3K | ﹤0.01% | 4089 |
|
|
2023
Q1 | $952K | Sell |
62,904
-17,448
| -22% | -$281K | ﹤0.01% | 4077 |
|
|
2022
Q4 | $1.39M | Buy |
80,352
+69,711
| +655% | +$1.17M | ﹤0.01% | 3842 |
|
|
2022
Q3 | $172K | Sell |
10,641
-214
| -2% | -$3.76K | ﹤0.01% | 5026 |
|
|
2022
Q2 | $185K | Sell |
10,855
-15,777
| -59% | -$271K | ﹤0.01% | 5113 |
|
|
2022
Q1 | $515K | Sell |
26,632
-16,874
| -39% | -$341K | ﹤0.01% | 4676 |
|
|
2021
Q4 | $950K | Buy |
43,506
+17,498
| +67% | +$370K | ﹤0.01% | 4432 |
|
|
2021
Q3 | $532K | Sell |
26,008
-13,841
| -35% | -$275K | ﹤0.01% | 4683 |
|
|
2021
Q2 | $783K | Sell |
39,849
-33,007
| -45% | -$663K | ﹤0.01% | 4436 |
|
|
2021
Q1 | $1.49M | Buy |
72,856
+4,615
| +7% | +$91.2K | ﹤0.01% | 3924 |
|
|
2020
Q4 | $1.28M | Sell |
68,241
-67,629
| -50% | -$1.18M | ﹤0.01% | 3794 |
|
|
2020
Q3 | $2.08M | Sell |
135,870
-5,249
| -4% | -$78.8K | ﹤0.01% | 3199 |
|
|
2020
Q2 | $2.09M | Sell |
141,119
-28,536
| -17% | -$404K | ﹤0.01% | 3076 |
|
|
2020
Q1 | $2.47M | Buy |
169,655
+5,639
| +3% | +$95.7K | ﹤0.01% | 2810 |
|
|
2019
Q4 | $3.12M | Buy |
164,016
+11,118
| +7% | +$205K | ﹤0.01% | 3061 |
|
|
2019
Q3 | $2.63M | Buy |
152,898
+13,866
| +10% | +$234K | ﹤0.01% | 3229 |
|
|
2019
Q2 | $2.36M | Sell |
139,032
-41,927
| -23% | -$697K | ﹤0.01% | 3269 |
|
|
2019
Q1 | $2.98M | Buy |
180,959
+17,858
| +11% | +$296K | ﹤0.01% | 3047 |
|
|
2018
Q4 | $2.73M | Buy |
163,101
+5,973
| +4% | +$99.1K | ﹤0.01% | 3059 |
|
|
2018
Q3 | $2.69M | Sell |
157,128
-7,713
| -5% | -$132K | ﹤0.01% | 3250 |
|
|
2018
Q2 | $2.81M | Sell |
164,841
-961
| -0.6% | -$16.8K | ﹤0.01% | 3143 |
|
|
2018
Q1 | $2.87M | Sell |
165,802
-20,683
| -11% | -$358K | ﹤0.01% | 3019 |
|
|
2017
Q4 | $3.18M | Buy |
186,485
+7,814
| +4% | +$147K | ﹤0.01% | 3027 |
|
|
2017
Q3 | $3.54M | Sell |
178,671
-6,114
| -3% | -$113K | ﹤0.01% | 2812 |
|
|
2017
Q2 | $3.48M | Sell |
184,785
-42,690
| -19% | -$804K | ﹤0.01% | 2714 |
|
|
2017
Q1 | $4.15M | Sell |
227,475
-13,367
| -6% | -$244K | ﹤0.01% | 2560 |
|
|
2016
Q4 | $4.43M | Buy |
240,842
+45,453
| +23% | +$803K | ﹤0.01% | 2550 |
|
|
2016
Q3 | $3.32M | Buy |
195,389
+43,364
| +29% | +$708K | ﹤0.01% | 2502 |
|
|
2016
Q2 | $2.33M | Buy |
152,025
+88,375
| +139% | +$1.26M | ﹤0.01% | 2729 |
|
|
2016
Q1 | $871K | Sell |
63,650
-514
| -0.8% | -$7.06K | ﹤0.01% | 3133 |
|
|
2015
Q4 | $905K | Buy |
64,164
+900
| +1% | +$12.3K | ﹤0.01% | 3162 |
|
|
2015
Q3 | $853K | Buy |
+63,264
| New | +$827K | ﹤0.01% | 3196 |
|
Other funds holding WSBF
VCM
FL
JP Morgan Chase's WSBF Position: Q1 2026 in Review
JP Morgan Chase reduced its Waterstone Financial (WSBF) stake by 49% in Q1 2026, selling an estimated $365K and leaving 21,058 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #5172.
JP Morgan Chase first reported a position in WSBF in Q3 2015 and has held it in 43 quarters since. The position peaked at $4.43M in Q4 2016. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.
- JP Morgan Chase held 21,058 shares of Waterstone Financial worth $383K as of Q1 2026.
- JP Morgan Chase sold 20,532 Waterstone Financial shares in Q1 2026, an estimated $365K.
- Waterstone Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5172 holding.
- JP Morgan Chase first reported a position in Waterstone Financial in Q3 2015 and has held it in 43 quarters since.
- JP Morgan Chase's Waterstone Financial position peaked at $4.43M in Q4 2016.
- 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.