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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 $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

Waratah Capital Advisors's JPM Position: Q1 2026 in Review

Waratah Capital Advisors reduced its JPMorgan Chase (JPM) stake by 23% in Q1 2026, selling an estimated $75.3K and leaving 823 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #126.

Waratah Capital Advisors first reported a position in JPM in Q4 2013 and has held it in 22 quarters since. The position peaked at $25.9M in Q3 2021. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Waratah Capital Advisors held 823 shares of JPMorgan Chase worth $242K as of Q1 2026.
  • Waratah Capital Advisors sold 248 JPMorgan Chase shares in Q1 2026, an estimated $75.3K.
  • JPMorgan Chase made up 0.01% of Waratah Capital Advisors's portfolio in Q1 2026, its #126 holding.
  • Waratah Capital Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 22 quarters since.
  • Waratah Capital Advisors's JPMorgan Chase position peaked at $25.9M in Q3 2021.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.