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Waddell & Associates’s JPMorgan Chase JPM Stock Holding History

Waddell & Associates’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 		$5.11M Buy
15,606
+1,705
+12% +$529K 0.25% 30
2026
Q1 		$4.09M Buy
13,901
+1,047
+8% +$318K 0.23% 29
2025
Q4 		$4.14M Sell
12,854
-473
-4% -$146K 0.28% 28
2025
Q3 		$4.2M Buy
13,327
+2,305
+21% +$686K 0.36% 28
2025
Q2 		$3.2M Sell
11,022
-855
-7% -$218K 0.34% 31
2025
Q1 		$2.91M Buy
11,877
+617
+5% +$157K 0.35% 30
2024
Q4 		$2.7M Sell
11,260
-599
-5% -$140K 0.28% 31
2024
Q3 		$2.5M Buy
11,859
+9
+0.1% +$1.9K 0.3% 30
2024
Q2 		$2.4M Buy
11,850
+201
+2% +$39.3K 0.32% 30
2024
Q1 		$2.33M Buy
11,649
+202
+2% +$36.5K 0.32% 27
2023
Q4 		$1.95M Sell
11,447
-1,077
-9% -$163K 0.26% 29
2023
Q3 		$1.82M Sell
12,524
-33
-0.3% -$4.95K 0.27% 36
2023
Q2 		$1.83M Buy
12,557
+1,996
+19% +$275K 0.27% 33
2023
Q1 		$1.38M Sell
10,561
-107
-1% -$14.7K 0.22% 40
2022
Q4 		$1.43M Buy
10,668
+320
+3% +$40.5K 0.24% 37
2022
Q3 		$1.08M Buy
10,348
+3
+0% +$344 0.21% 37
2022
Q2 		$1.17M Sell
10,345
-260
-2% -$32.2K 0.24% 37
2022
Q1 		$1.45M Buy
10,605
+2,022
+24% +$298K 0.23% 32
2021
Q4 		$1.36M Sell
8,583
-158
-2% -$25.9K 0.22% 32
2021
Q3 		$1.43M Buy
8,741
+972
+13% +$152K 0.24% 26
2021
Q2 		$1.21K Buy
+7,769
New +$1.22M 0.18% 24

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Waddell & Associates's JPM Position: Q2 2026 in Review

Waddell & Associates increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $529K and bringing the position to 15,606 shares worth $5.11M. The position accounts for 0.25% of the portfolio, ranked #30.

Waddell & Associates first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. 1,960 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Waddell & Associates held 15,606 shares of JPMorgan Chase worth $5.11M as of Q2 2026.
  • Waddell & Associates bought 1,705 JPMorgan Chase shares in Q2 2026, an estimated $529K.
  • JPMorgan Chase made up 0.25% of Waddell & Associates's portfolio in Q2 2026, its #30 holding.
  • Waddell & Associates first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
  • 1,960 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.