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TD Waterhouse Canada’s JPMorgan Chase JPM Stock Holding History

TD Waterhouse Canada’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 		$552M Buy
1,871,825
+893,874
+91% +$271M 1.64% 16
2025
Q4 		$315M Sell
977,951
-18,822
-2% -$5.83M 1.96% 7
2025
Q3 		$310M Buy
996,773
+17,365
+2% +$5.16M 2.02% 6
2025
Q2 		$284M Buy
979,408
+22,044
+2% +$5.63M 2.04% 6
2025
Q1 		$233M Sell
957,364
-9,121
-0.9% -$2.33M 1.91% 6
2024
Q4 		$232M Buy
966,485
+46,809
+5% +$10.9M 1.87% 8
2024
Q3 		$190M Buy
919,676
+31,280
+4% +$6.59M 1.54% 12
2024
Q2 		$183M Buy
888,396
+18,659
+2% +$3.65M 1.64% 13
2024
Q1 		$190M Buy
869,737
+9,088
+1% +$1.64M 1.42% 17
2023
Q4 		$161M Buy
860,649
+2,531
+0.3% +$384K 1.5% 16
2023
Q3 		$136M Sell
858,118
-20,325
-2% -$3.05M 1.41% 18
2023
Q2 		$139M Sell
878,443
-17,296
-2% -$2.38M 1.39% 18
2023
Q1 		$127M Buy
895,739
+710
+0.1% +$97.3K 1.32% 18
2022
Q4 		$133M Sell
895,029
-97,662
-10% -$12.4M 1.46% 16
2022
Q3 		$117M Sell
992,691
-7,239
-0.7% -$831K 1.33% 18
2022
Q2 		$122M Buy
999,930
+18,042
+2% +$2.24M 1.38% 16
2022
Q1 		$142M Buy
981,888
+65,085
+7% +$9.61M 1.39% 16
2021
Q4 		$165M Buy
+916,803
New +$151M 1.61% 15

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

TD Waterhouse Canada's JPM Position: Q1 2026 in Review

TD Waterhouse Canada increased its JPMorgan Chase (JPM) stake by 91% in Q1 2026, buying an estimated $271M and bringing the position to 1,871,825 shares worth $552M. The position accounts for 1.64% of the portfolio, ranked #16.

TD Waterhouse Canada first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TD Waterhouse Canada held 1,871,825 shares of JPMorgan Chase worth $552M as of Q1 2026.
  • TD Waterhouse Canada bought 893,874 JPMorgan Chase shares in Q1 2026, an estimated $271M.
  • JPMorgan Chase made up 1.64% of TD Waterhouse Canada's portfolio in Q1 2026, its #16 holding.
  • TD Waterhouse Canada first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.