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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
Q2 		$4.33M Buy
13,235
+3,756
+40% +$1.17M 1.03% 25
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PYA Waltman Capital's JPM Position: Q2 2026 in Review

PYA Waltman Capital increased its JPMorgan Chase (JPM) stake by 40% in Q2 2026, buying an estimated $1.17M and bringing the position to 13,235 shares worth $4.33M. The position accounts for 1.03% of the portfolio, ranked #25.

PYA Waltman Capital first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • PYA Waltman Capital held 13,235 shares of JPMorgan Chase worth $4.33M as of Q2 2026.
  • PYA Waltman Capital bought 3,756 JPMorgan Chase shares in Q2 2026, an estimated $1.17M.
  • JPMorgan Chase made up 1.03% of PYA Waltman Capital's portfolio in Q2 2026, its #25 holding.
  • PYA Waltman Capital first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.