Waldron Private Wealth’s JPMorgan Chase JPM Stock Holding History

Waldron Private Wealth’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	$6.89M	Sell	21,060 -360	-2%	-$112K	0.24%	49
2026 Q1	$6.3M	Buy	21,420 +759	+4%	+$230K	0.25%	48
2025 Q4	$6.66M	Sell	20,661 -2,468	-11%	-$764K	0.26%	48
2025 Q3	$7.3M	Buy	23,129 +333	+1%	+$99K	0.3%	45
2025 Q2	$6.61M	Sell	22,796 -692	-3%	-$177K	0.29%	45
2025 Q1	$5.76M	Sell	23,488 -24,344	-51%	-$6.21M	0.27%	47
2024 Q4	$11.5M	Buy	47,832 +1,723	+4%	+$401K	0.46%	39
2024 Q3	$9.72M	Buy	46,109 +1,330	+3%	+$280K	0.4%	40
2024 Q2	$9.06M	Buy	44,779 +319	+0.7%	+$62.4K	0.41%	39
2024 Q1	$8.91M	Buy	44,460 +2,231	+5%	+$403K	0.4%	40
2023 Q4	$7.18M	Buy	42,229 +207	+0.5%	+$31.4K	0.34%	42
2023 Q3	$6.09M	Buy	42,022 +1,302	+3%	+$195K	0.32%	48
2023 Q2	$5.92M	Sell	40,720 -1,760	-4%	-$242K	0.3%	47
2023 Q1	$5.54M	Buy	42,480 +152	+0.4%	+$20.8K	0.27%	53
2022 Q4	$4.42M	Hold	42,328	–	–	0.28%	53
2022 Q3	$4.42M	Buy	42,328 +1,922	+5%	+$221K	0.27%	53
2022 Q2	$4.55M	Buy	40,406 +1,314	+3%	+$163K	0.26%	57
2022 Q1	$5.33M	Buy	39,092 +671	+2%	+$99K	0.27%	56
2021 Q4	$6.08M	Buy	38,421 +596	+2%	+$97.9K	0.3%	54
2021 Q3	$6.19M	Sell	37,825 -14,891	-28%	-$2.33M	0.36%	48
2021 Q2	$8.2M	Buy	52,716 +20,849	+65%	+$3.27M	0.52%	38
2021 Q1	$4.85M	Buy	31,867 +61	+0.2%	+$8.78K	0.34%	47
2020 Q4	$4.04M	Sell	31,806 -1,217	-4%	-$136K	0.3%	49
2020 Q3	$3.18M	Buy	33,023 +1,833	+6%	+$180K	0.27%	55
2020 Q2	$2.93M	Buy	31,190 +901	+3%	+$85.5K	0.26%	57
2020 Q1	$2.73M	Sell	30,289 -1,442	-5%	-$175K	0.29%	62
2019 Q4	$4.42M	Buy	31,731 +1,253	+4%	+$161K	0.39%	43
2019 Q3	$3.59M	Buy	30,478 +12,073	+66%	+$1.37M	0.37%	48
2019 Q2	$2.06M	Sell	18,405 -1,254	-6%	-$138K	0.22%	52
2019 Q1	$1.99M	Buy	19,659 +1,471	+8%	+$152K	0.22%	55
2018 Q4	$1.77M	Buy	18,188 +2,982	+20%	+$318K	0.26%	47
2018 Q3	$1.72M	Buy	15,206 +1,883	+14%	+$214K	0.33%	34
2018 Q2	$1.39M	Sell	13,323 -1,099	-8%	-$121K	0.3%	33
2018 Q1	$1.58M	Sell	14,422 -297	-2%	-$33.6K	0.36%	33
2017 Q4	$1.57M	Sell	14,719 -1,021	-6%	-$103K	0.37%	33
2017 Q3	$1.5M	Buy	15,740 +1,490	+10%	+$137K	0.42%	28
2017 Q2	$1.3M	Sell	14,250 -7,358	-34%	-$635K	0.41%	26
2017 Q1	$1.9M	Buy	21,608 +4,561	+27%	+$402K	0.48%	28
2016 Q4	$1.47M	Buy	17,047 +583	+4%	+$44.5K	0.5%	24
2016 Q3	$1.1M	Sell	16,464 -6,188	-27%	-$403K	0.4%	28
2016 Q2	$1.41M	Buy	22,652 +3,962	+21%	+$247K	0.52%	21
2016 Q1	$1.11M	Sell	18,690 -699	-4%	-$40.8K	0.42%	28
2015 Q4	$1.28M	Buy	19,389 +1,751	+10%	+$114K	0.48%	20
2015 Q3	$1.07M	Buy	17,638 +6,448	+58%	+$422K	0.46%	21
2015 Q2	$747K	Buy	11,190 +336	+3%	+$21.9K	0.29%	29
2015 Q1	$658K	Sell	10,854 -610	-5%	-$36.1K	0.27%	29
2014 Q4	$717K	Sell	11,464 -7	-0.1%	-$421	0.3%	29
2014 Q3	$691K	Sell	11,471 -310	-3%	-$18.1K	0.33%	32
2014 Q2	$679K	Buy	11,781 +2,129	+22%	+$120K	0.31%	32
2014 Q1	$586K	Sell	9,652 -39	-0.4%	-$2.25K	0.29%	32
2013 Q4	$567K	Buy	+9,691	New	+$531K	0.26%	34

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Waldron Private Wealth's JPM Position: Q2 2026 in Review

Waldron Private Wealth reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $112K and leaving 21,060 shares worth $6.89M. The position accounts for 0.24% of the portfolio, ranked #49.

Waldron Private Wealth first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $11.5M in Q4 2024. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Waldron Private Wealth held 21,060 shares of JPMorgan Chase worth $6.89M as of Q2 2026.
Waldron Private Wealth sold 360 JPMorgan Chase shares in Q2 2026, an estimated $112K.
JPMorgan Chase made up 0.24% of Waldron Private Wealth's portfolio in Q2 2026, its #49 holding.
Waldron Private Wealth first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
Waldron Private Wealth's JPMorgan Chase position peaked at $11.5M in Q4 2024.
1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.