JP Morgan Chase
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JP Morgan Chase’s Willis Towers Watson WTW Stock Holding History

JP Morgan Chase’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$78.7M Sell
271,647
-30,377
-10% -$9.32M 0.01% 1110
2025
Q4 		$99.2M Buy
302,024
+9,693
+3% +$3.17M 0.01% 953
2025
Q3 		$101M Buy
292,331
+39,716
+16% +$12.9M 0.01% 993
2025
Q2 		$77.4M Buy
252,615
+45,513
+22% +$14.1M 0.01% 1071
2025
Q1 		$70M Sell
207,102
-27,219
-12% -$8.87M 0.01% 1123
2024
Q4 		$73.4M Buy
234,321
+47,054
+25% +$14.4M 0.01% 1099
2024
Q3 		$55.2M Buy
187,267
+37,340
+25% +$10.4M ﹤0.01% 1271
2024
Q2 		$39.3M Sell
149,927
-21,659
-13% -$5.59M ﹤0.01% 1385
2024
Q1 		$47.2M Buy
171,586
+18,878
+12% +$4.97M ﹤0.01% 1315
2023
Q4 		$36.8M Sell
152,708
-56,798
-27% -$13.1M ﹤0.01% 1399
2023
Q3 		$43.8M Buy
209,506
+17,958
+9% +$3.83M ﹤0.01% 1174
2023
Q2 		$45.1M Buy
191,548
+70,715
+59% +$16.3M ﹤0.01% 1167
2023
Q1 		$28.1M Buy
120,833
+18,076
+18% +$4.37M ﹤0.01% 1418
2022
Q4 		$25.1M Sell
102,757
-4,841
-4% -$1.11M ﹤0.01% 1492
2022
Q3 		$21.6M Sell
107,598
-30,317
-22% -$6.26M ﹤0.01% 1526
2022
Q2 		$27.2M Buy
137,915
+22,152
+19% +$4.75M ﹤0.01% 1388
2022
Q1 		$27.3M Sell
115,763
-11,374
-9% -$2.6M ﹤0.01% 1525
2021
Q4 		$30.2M Sell
127,137
-417,009
-77% -$98.7M ﹤0.01% 1495
2021
Q3 		$126M Buy
544,146
+311,974
+134% +$69.4M 0.02% 756
2021
Q2 		$53.4M Buy
232,172
+55,452
+31% +$13.8M 0.01% 1195
2021
Q1 		$40.4M Sell
176,720
-1,177,945
-87% -$257M 0.01% 1264
2020
Q4 		$285M Buy
1,354,665
+423,735
+46% +$87.2M 0.04% 432
2020
Q3 		$194M Buy
930,930
+523,892
+129% +$107M 0.03% 488
2020
Q2 		$80.2M Sell
407,038
-125,790
-24% -$24.1M 0.02% 724
2020
Q1 		$90.5M Buy
532,828
+34,172
+7% +$6.72M 0.02% 597
2019
Q4 		$101M Sell
498,656
-123,405
-20% -$23.6M 0.02% 660
2019
Q3 		$120M Buy
622,061
+153,081
+33% +$29.9M 0.02% 608
2019
Q2 		$88.6M Buy
468,980
+169,895
+57% +$30.8M 0.02% 710
2019
Q1 		$52.5M Sell
299,085
-527,056
-64% -$87.5M 0.01% 928
2018
Q4 		$125M Buy
826,141
+703,996
+576% +$105M 0.03% 549
2018
Q3 		$17.2M Sell
122,145
-84,441
-41% -$12.8M ﹤0.01% 1781
2018
Q2 		$31.3M Buy
206,586
+37,529
+22% +$5.71M 0.01% 1262
2018
Q1 		$25.7M Sell
169,057
-34,466
-17% -$5.41M 0.01% 1340
2017
Q4 		$30.7M Buy
203,523
+92,284
+83% +$14.6M 0.01% 1265
2017
Q3 		$17.3M Sell
111,239
-151,587
-58% -$22.6M ﹤0.01% 1608
2017
Q2 		$38.2M Sell
262,826
-256,124
-49% -$35.8M 0.01% 1058
2017
Q1 		$67.9M Buy
518,950
+472,900
+1,027% +$60.1M 0.02% 790
2016
Q4 		$5.63M Sell
46,050
-15,800
-26% -$1.97M ﹤0.01% 2353
2016
Q3 		$8.21M Sell
61,850
-110,429
-64% -$13.7M ﹤0.01% 1908
2016
Q2 		$21.4M Buy
172,279
+31,481
+22% +$3.88M 0.01% 1349
2016
Q1 		$16.7M Buy
140,798
+3,605
+3% +$415K ﹤0.01% 1449
2015
Q4 		$17.7M Buy
137,193
+117,605
+600% +$13.9M ﹤0.01% 1421
2015
Q3 		$2.13M Sell
19,588
-28,007
-59% -$3.32M ﹤0.01% 2706
2015
Q2 		$5.91M Sell
47,595
-35,991
-43% -$4.59M ﹤0.01% 2294
2015
Q1 		$10.7M Sell
83,586
-1,124,285
-93% -$138M ﹤0.01% 1863
2014
Q4 		$143M Buy
1,207,871
+339,441
+39% +$38M 0.03% 516
2014
Q3 		$95.2M Buy
868,430
+819,250
+1,666% +$91.1M 0.02% 632
2014
Q2 		$5.64M Sell
49,180
-195,756
-80% -$22M ﹤0.01% 2013
2014
Q1 		$28.6M Buy
244,936
+39,083
+19% +$4.45M 0.01% 1122
2013
Q4 		$24.4M Buy
205,853
+1,867
+0.9% +$221K 0.01% 1214
2013
Q3 		$23.4M Sell
203,986
-10,175
-5% -$1.15M 0.01% 1237
2013
Q2 		$23.1M Buy
+214,161
New +$22.7M 0.01% 1165

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase reduced its Willis Towers Watson (WTW) stake by 10% in Q1 2026, selling an estimated $9.32M and leaving 271,647 shares worth $78.7M. The position accounts for 0.01% of the portfolio, ranked #1110.

JP Morgan Chase first reported a position in WTW in Q2 2013 and has held it in 52 quarters since. The position peaked at $285M in Q4 2020. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • JP Morgan Chase held 271,647 shares of Willis Towers Watson worth $78.7M as of Q1 2026.
  • JP Morgan Chase sold 30,377 Willis Towers Watson shares in Q1 2026, an estimated $9.32M.
  • Willis Towers Watson made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1110 holding.
  • JP Morgan Chase first reported a position in Willis Towers Watson in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Willis Towers Watson position peaked at $285M in Q4 2020.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

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