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	$11.6M	Buy	+40,000	New	+$12.3M	﹤0.01%	2545
2025 Q4	–	Sell	-100	Closed	-$34.5K	–	7826
2025 Q3	$34.5K	Buy	+100	New	+$32.4K	﹤0.01%	6349
2024 Q1	–	Sell	-18,000	Closed	-$4.34M	–	7942
2023 Q4	$4.34M	Buy	+18,000	New	+$4.16M	﹤0.01%	3216
2023 Q3	–	Sell	-4,100	Closed	-$966K	–	7763
2023 Q2	$966K	Buy	+4,100	New	+$945K	﹤0.01%	4094
2021 Q3	–	Sell	-3,900	Closed	-$897K	–	6843
2021 Q2	$897K	Buy	+3,900	New	+$970K	﹤0.01%	4374
2020 Q1	–	Sell	-600	Closed	-$121K	–	5781
2019 Q4	$121K	Hold	600	–	–	﹤0.01%	4835
2019 Q3	$116K	Hold	600	–	–	﹤0.01%	4843
2019 Q2	$113K	Buy	+600	New	+$109K	﹤0.01%	4882

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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.