JP Morgan Chase
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JP Morgan Chase’s White Mountains Insurance WTM Stock Holding History

JP Morgan Chase’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Buy
5,410
+2,843
+111% +$6.08M ﹤0.01% 2678
2026
Q1 		$5.63M Buy
2,567
+761
+42% +$1.63M ﹤0.01% 3217
2025
Q4 		$3.75M Sell
1,806
-2,516
-58% -$4.92M ﹤0.01% 3587
2025
Q3 		$7.22M Buy
4,322
+1,999
+86% +$3.57M ﹤0.01% 3019
2025
Q2 		$4.17M Buy
2,323
+337
+17% +$599K ﹤0.01% 3314
2025
Q1 		$3.82M Sell
1,986
-791
-28% -$1.49M ﹤0.01% 3387
2024
Q4 		$5.4M Sell
2,777
-75
-3% -$142K ﹤0.01% 3270
2024
Q3 		$4.84M Sell
2,852
-232
-8% -$405K ﹤0.01% 3247
2024
Q2 		$5.61M Sell
3,084
-21
-0.7% -$37.1K ﹤0.01% 2952
2024
Q1 		$5.57M Buy
3,105
+203
+7% +$340K ﹤0.01% 3008
2023
Q4 		$4.37M Buy
2,902
+598
+26% +$889K ﹤0.01% 3212
2023
Q3 		$3.45M Sell
2,304
-116
-5% -$178K ﹤0.01% 3118
2023
Q2 		$3.36M Buy
2,420
+64
+3% +$90.1K ﹤0.01% 3162
2023
Q1 		$3.25M Buy
2,356
+1,093
+87% +$1.57M ﹤0.01% 3160
2022
Q4 		$1.79M Sell
1,263
-28
-2% -$37.9K ﹤0.01% 3651
2022
Q3 		$1.68M Sell
1,291
-310
-19% -$401K ﹤0.01% 3614
2022
Q2 		$2M Sell
1,601
-570
-26% -$662K ﹤0.01% 3547
2022
Q1 		$2.47M Buy
2,171
+127
+6% +$133K ﹤0.01% 3597
2021
Q4 		$2.07M Sell
2,044
-402
-16% -$425K ﹤0.01% 3837
2021
Q3 		$2.62M Sell
2,446
-951
-28% -$1.06M ﹤0.01% 3563
2021
Q2 		$3.9M Buy
3,397
+153
+5% +$179K ﹤0.01% 3270
2021
Q1 		$3.62M Buy
3,244
+1,093
+51% +$1.22M ﹤0.01% 3245
2020
Q4 		$2.15M Sell
2,151
-1,088
-34% -$1.02M ﹤0.01% 3426
2020
Q3 		$2.51M Buy
3,239
+3,028
+1,435% +$2.62M ﹤0.01% 3084
2020
Q2 		$188K Sell
211
-4,620
-96% -$4.16M ﹤0.01% 4293
2020
Q1 		$4.4M Buy
4,831
+4,531
+1,510% +$4.69M ﹤0.01% 2371
2019
Q4 		$334K Sell
300
-1,423
-83% -$1.55M ﹤0.01% 4451
2019
Q3 		$1.86M Buy
1,723
+1,609
+1,411% +$1.72M ﹤0.01% 3474
2019
Q2 		$116K Sell
114
-10,850
-99% -$10.4M ﹤0.01% 4874
2019
Q1 		$10.1M Buy
10,964
+1,018
+10% +$922K ﹤0.01% 2034
2018
Q4 		$8.53M Buy
9,946
+683
+7% +$609K ﹤0.01% 2151
2018
Q3 		$8.67M Buy
9,263
+4,454
+93% +$4.13M ﹤0.01% 2315
2018
Q2 		$4.36M Buy
4,809
+4,773
+13,258% +$4.2M ﹤0.01% 2795
2018
Q1 		$30K Sell
36
-698
-95% -$576K ﹤0.01% 4970
2017
Q4 		$624K Buy
+734
New +$642K ﹤0.01% 3971
2017
Q3 		– Sell
-36,027
Closed -$31.3M – 5209
2017
Q2 		$31.3M Sell
36,027
-3,033
-8% -$2.63M 0.01% 1169
2017
Q1 		$34.4M Buy
39,060
+30,256
+344% +$27.1M 0.01% 1135
2016
Q4 		$7.36M Buy
8,804
+1,167
+15% +$978K ﹤0.01% 2145
2016
Q3 		$6.34M Buy
7,637
+1,350
+21% +$1.11M ﹤0.01% 2083
2016
Q2 		$5.29M Buy
6,287
+1,258
+25% +$1.03M ﹤0.01% 2253
2016
Q1 		$4.04M Buy
5,029
+1,076
+27% +$805K ﹤0.01% 2329
2015
Q4 		$2.87M Buy
3,953
+1,613
+69% +$1.24M ﹤0.01% 2564
2015
Q3 		$1.75M Buy
2,340
+263
+13% +$189K ﹤0.01% 2814
2015
Q2 		$1.36M Buy
2,077
+107
+5% +$71K ﹤0.01% 3117
2015
Q1 		$1.35M Sell
1,970
-57
-3% -$37.6K ﹤0.01% 3065
2014
Q4 		$1.28M Buy
2,027
+182
+10% +$116K ﹤0.01% 3222
2014
Q3 		$1.16M Sell
1,845
-985
-35% -$615K ﹤0.01% 3242
2014
Q2 		$1.72M Sell
2,830
-196
-6% -$117K ﹤0.01% 2619
2014
Q1 		$1.81M Sell
3,026
-465
-13% -$271K ﹤0.01% 2593
2013
Q4 		$2.11M Sell
3,491
-1,022
-23% -$602K ﹤0.01% 2720
2013
Q3 		$2.56M Sell
4,513
-4,905
-52% -$2.85M ﹤0.01% 2642
2013
Q2 		$5.41M Buy
+9,418
New +$5.5M ﹤0.01% 2087

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

JP Morgan Chase increased its White Mountains Insurance (WTM) stake by 111% in Q2 2026, buying an estimated $6.08M and bringing the position to 5,410 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

JP Morgan Chase first reported a position in WTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.4M in Q1 2017. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • JP Morgan Chase held 5,410 shares of White Mountains Insurance worth $11.5M as of Q2 2026.
  • JP Morgan Chase bought 2,843 White Mountains Insurance shares in Q2 2026, an estimated $6.08M.
  • White Mountains Insurance made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2678 holding.
  • JP Morgan Chase first reported a position in White Mountains Insurance in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's White Mountains Insurance position peaked at $34.4M in Q1 2017.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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