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Waterford Advisors’s JPMorgan Chase JPM Stock Holding History

Waterford 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
2026
Q1 		$628K Hold
2,213
– – 0.2% 33
2025
Q4 		$713K Hold
2,213
– – 0.28% 26
2025
Q3 		$698K Sell
2,213
-3,663
-62% -$1.09M 0.24% 29
2025
Q2 		$625K Buy
5,876
+3,719
+172% +$949K 0.23% 32
2025
Q1 		$529K Hold
2,157
– – 0.22% 31
2024
Q4 		$517K Sell
2,157
-100
-4% -$23.3K 0.26% 28
2024
Q3 		$476K Hold
2,257
– – 0.24% 32
2024
Q2 		$457K Buy
2,257
+100
+5% +$19.6K 0.19% 35
2024
Q1 		$432K Sell
2,157
-10
-0.5% -$1.8K 0.18% 39
2023
Q4 		$369K Buy
2,167
+50
+2% +$7.58K 0.17% 35
2023
Q3 		$307K Buy
2,117
+325
+18% +$48.7K 0.17% 36
2023
Q2 		$261K Sell
1,792
-22
-1% -$3.03K 0.13% 44
2023
Q1 		$236K Buy
1,814
+97
+6% +$13.3K 0.13% 47
2022
Q4 		$230K Buy
+1,717
New +$218K 0.13% 46

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Waterford Advisors's JPM Position: Q1 2026 in Review

Waterford Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,213 shares worth $628K. The position accounts for 0.2% of the portfolio, ranked #33.

Waterford Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $713K in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Waterford Advisors held 2,213 shares of JPMorgan Chase worth $628K as of Q1 2026.
  • Waterford Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.2% of Waterford Advisors's portfolio in Q1 2026, its #33 holding.
  • Waterford Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Waterford Advisors's JPMorgan Chase position peaked at $713K in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.