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 		$11.6M Buy
+40,000
New +$12.3M ﹤0.01% 2546
2021
Q4 		– Sell
-39,200
Closed -$9.11M – 7001
2021
Q3 		$9.11M Buy
39,200
+14,600
+59% +$3.25M ﹤0.01% 2464
2021
Q2 		$5.66M Buy
+24,600
New +$6.12M ﹤0.01% 2947
2020
Q1 		– Sell
-600
Closed -$121K – 5782
2019
Q4 		$121K Hold
600
– – ﹤0.01% 4836
2019
Q3 		$116K Hold
600
– – ﹤0.01% 4844
2019
Q2 		$113K Buy
+600
New +$109K ﹤0.01% 4883

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.