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Warburton Capital Management’s JPMorgan Chase JPM Stock Holding History

Warburton Capital Management’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 		$587K Buy
1,795
+59
+3% +$18.3K 0.24% 31
2026
Q1 		$538K Buy
1,736
+197
+13% +$59.8K 0.26% 29
2025
Q4 		$495K Buy
1,539
+114
+8% +$35.3K 0.28% 28
2025
Q3 		$442K Buy
1,425
+55
+4% +$16.4K 0.27% 29
2025
Q2 		$406K Buy
1,370
+255
+23% +$65.1K 0.24% 28
2025
Q1 		$273K Buy
+1,115
New +$284K 0.2% 36

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Warburton Capital Management's JPM Position: Q2 2026 in Review

Warburton Capital Management increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $18.3K and bringing the position to 1,795 shares worth $587K. The position accounts for 0.24% of the portfolio, ranked #31.

Warburton Capital Management first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 3,258 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Warburton Capital Management held 1,795 shares of JPMorgan Chase worth $587K as of Q2 2026.
  • Warburton Capital Management bought 59 JPMorgan Chase shares in Q2 2026, an estimated $18.3K.
  • JPMorgan Chase made up 0.24% of Warburton Capital Management's portfolio in Q2 2026, its #31 holding.
  • Warburton Capital Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • 3,258 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.