Vawter Financial’s JPMorgan Chase JPM Stock Holding History

Vawter Financial’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	$1.13M	Buy	3,442 +116	+3%	+$36K	0.42%	41
2026 Q1	$978K	Sell	3,326 -484	-13%	-$147K	0.41%	41
2025 Q4	$1.23M	Buy	3,810 +2	+0.1%	+$619	0.52%	37
2025 Q3	$1.2M	Buy	3,808 +2,877	+309%	+$856K	0.55%	38
2025 Q2	$270K	Sell	931 -3,040	-77%	-$776K	3.05%	16
2025 Q1	$974K	Buy	3,971 +41	+1%	+$10.5K	0.55%	37
2024 Q4	$942K	Buy	3,930 +30	+0.8%	+$6.99K	0.57%	35
2024 Q3	$822K	Buy	3,900 +350	+10%	+$73.7K	0.5%	37
2024 Q2	$718K	Buy	3,550 +829	+30%	+$162K	0.49%	39
2024 Q1	$545K	Sell	2,721 -121	-4%	-$21.8K	0.4%	42
2023 Q4	$483K	Buy	2,842 +468	+20%	+$70.9K	0.38%	41
2023 Q3	$344K	Buy	2,374 +1,060	+81%	+$159K	0.39%	46
2023 Q2	$526K	Buy	+1,314	New	+$181K	0.45%	39

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Vawter Financial's JPM Position: Q2 2026 in Review

Vawter Financial increased its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, buying an estimated $36K and bringing the position to 3,442 shares worth $1.13M. The position accounts for 0.42% of the portfolio, ranked #41.

Vawter Financial first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2025. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Vawter Financial held 3,442 shares of JPMorgan Chase worth $1.13M as of Q2 2026.
Vawter Financial bought 116 JPMorgan Chase shares in Q2 2026, an estimated $36K.
JPMorgan Chase made up 0.42% of Vawter Financial's portfolio in Q2 2026, its #41 holding.
Vawter Financial first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
Vawter Financial's JPMorgan Chase position peaked at $1.23M in Q4 2025.
2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.