Waratah Capital Advisors
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Waratah Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Waratah Capital Advisors’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
2020
Q4 		– Sell
-58,900
Closed -$23K – 234
2020
Q3 		$23K Buy
58,900
+37,700
+178% +$3.7M ﹤0.01% 157
2020
Q2 		$4K Buy
+21,200
New +$2.01M ﹤0.01% 136

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 $3.38T AUM 44.17% 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

Waratah Capital Advisors's JPM Position: Q2 2026 in Review

Waratah Capital Advisors reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $4.04K and leaving 810 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #139.

Waratah Capital Advisors first reported a position in JPM in Q4 2013 and has held it in 23 quarters since. The position peaked at $25.9M in Q3 2021. 5,157 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Waratah Capital Advisors held 810 shares of JPMorgan Chase worth $265K as of Q2 2026.
  • Waratah Capital Advisors sold 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
  • JPMorgan Chase made up 0.01% of Waratah Capital Advisors's portfolio in Q2 2026, its #139 holding.
  • Waratah Capital Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 23 quarters since.
  • Waratah Capital Advisors's JPMorgan Chase position peaked at $25.9M in Q3 2021.
  • 5,157 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.