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
Q2 		$10.6M Hold
40,000
– – ﹤0.01% 2754
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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase increased its Willis Towers Watson (WTW) stake by 19% in Q2 2026, buying an estimated $13.7M and bringing the position to 322,804 shares worth $85.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

JP Morgan Chase first reported a position in WTW in Q2 2013 and has held it in 53 quarters since. The position peaked at $285M in Q4 2020. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • JP Morgan Chase held 322,804 shares of Willis Towers Watson worth $85.4M as of Q2 2026.
  • JP Morgan Chase bought 51,157 Willis Towers Watson shares in Q2 2026, an estimated $13.7M.
  • Willis Towers Watson made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1151 holding.
  • JP Morgan Chase first reported a position in Willis Towers Watson in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Willis Towers Watson position peaked at $285M in Q4 2020.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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