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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
Q2 		$775K Buy
2,367
+154
+7% +$47.8K 0.21% 32
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
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

Waterford Advisors's JPM Position: Q2 2026 in Review

Waterford Advisors increased its JPMorgan Chase (JPM) stake by 7% in Q2 2026, buying an estimated $47.8K and bringing the position to 2,367 shares worth $775K. The position accounts for 0.21% of the portfolio, ranked #32.

Waterford Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,154 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Waterford Advisors held 2,367 shares of JPMorgan Chase worth $775K as of Q2 2026.
  • Waterford Advisors bought 154 JPMorgan Chase shares in Q2 2026, an estimated $47.8K.
  • JPMorgan Chase made up 0.21% of Waterford Advisors's portfolio in Q2 2026, its #32 holding.
  • Waterford Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,154 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.