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PYA Waltman Capital’s JPMorgan Chase JPM Stock Holding History

PYA Waltman Capital’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.79M Sell
9,479
-3,273
-26% -$993K 0.77% 32
2025
Q4 		$4.11M Buy
12,752
+182
+1% +$56.3K 1.1% 22
2025
Q3 		$3.96M Sell
12,570
-469
-4% -$139K 1.06% 21
2025
Q2 		$3.78M Buy
13,039
+620
+5% +$158K 1.09% 23
2025
Q1 		$3.05M Sell
12,419
-300
-2% -$76.5K 0.96% 26
2024
Q4 		$3.05M Buy
12,719
+3
+0% +$699 0.98% 24
2024
Q3 		$2.68M Buy
12,716
+437
+4% +$92K 0.88% 29
2024
Q2 		$2.48M Buy
12,279
+1,028
+9% +$201K 0.91% 28
2024
Q1 		$2.25M Buy
11,251
+178
+2% +$32.1K 0.84% 32
2023
Q4 		$1.88M Buy
11,073
+229
+2% +$34.7K 0.78% 31
2023
Q3 		$1.57M Buy
10,844
+1,194
+12% +$179K 0.67% 32
2023
Q2 		$1.49M Buy
9,650
+2,578
+36% +$355K 0.64% 30
2023
Q1 		$922K Buy
7,072
+1,133
+19% +$155K 0.46% 34
2022
Q4 		$796K Buy
5,939
+738
+14% +$93.5K 0.42% 29
2022
Q3 		$544K Buy
5,201
+2,182
+72% +$250K 0.32% 30
2022
Q2 		$340K Buy
3,019
+653
+28% +$80.9K 0.19% 31
2022
Q1 		$323K Buy
2,366
+473
+25% +$69.8K 0.16% 34
2021
Q4 		$300K Hold
1,893
– – 0.15% 32
2021
Q3 		$310K Sell
1,893
-444
-19% -$69.6K 0.17% 30
2021
Q2 		$363K Buy
2,337
+164
+8% +$25.8K 0.19% 31
2021
Q1 		$331K Sell
2,173
-200
-8% -$28.8K 0.19% 30
2020
Q4 		$302K Buy
+2,373
New +$265K 0.18% 33
2020
Q3 		– Sell
-2,650
Closed -$249K – 46
2020
Q2 		$249K Buy
+2,650
New +$251K 0.21% 29

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PYA Waltman Capital's JPM Position: Q1 2026 in Review

PYA Waltman Capital reduced its JPMorgan Chase (JPM) stake by 26% in Q1 2026, selling an estimated $993K and leaving 9,479 shares worth $2.79M. The position accounts for 0.77% of the portfolio, ranked #32.

PYA Waltman Capital first reported a position in JPM in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.11M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • PYA Waltman Capital held 9,479 shares of JPMorgan Chase worth $2.79M as of Q1 2026.
  • PYA Waltman Capital sold 3,273 JPMorgan Chase shares in Q1 2026, an estimated $993K.
  • JPMorgan Chase made up 0.77% of PYA Waltman Capital's portfolio in Q1 2026, its #32 holding.
  • PYA Waltman Capital first reported a position in JPMorgan Chase in Q2 2020 and has held it in 23 quarters since.
  • PYA Waltman Capital's JPMorgan Chase position peaked at $4.11M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.