Waterway Wealth Management’s JPMorgan Chase JPM Stock Holding History

Waterway Wealth 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	$2.86M	Buy	8,739 +114	+1%	+$35.4K	0.58%	27
2026 Q1	$2.54M	Buy	8,625 +721	+9%	+$219K	0.56%	24
2025 Q4	$2.55M	Sell	7,904 -1,699	-18%	-$526K	0.58%	22
2025 Q3	$3.03M	Sell	9,603 -544	-5%	-$162K	0.72%	20
2025 Q2	$2.94M	Buy	10,147 +2,346	+30%	+$599K	0.89%	17
2025 Q1	$1.91M	Buy	7,801 +3,057	+64%	+$779K	0.8%	16
2024 Q4	$1.14M	Buy	4,744 +178	+4%	+$41.5K	0.5%	22
2024 Q3	$963K	Buy	4,566 +611	+15%	+$129K	0.41%	24
2024 Q2	$800K	Buy	3,955 +811	+26%	+$159K	0.39%	25
2024 Q1	$630K	Buy	3,144 +144	+5%	+$26K	0.28%	27
2023 Q4	$510K	Buy	+3,000	New	+$455K	0.21%	35

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Waterway Wealth Management's JPM Position: Q2 2026 in Review

Waterway Wealth Management increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $35.4K and bringing the position to 8,739 shares worth $2.86M. The position accounts for 0.58% of the portfolio, ranked #27.

Waterway Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.03M in Q3 2025. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Waterway Wealth Management held 8,739 shares of JPMorgan Chase worth $2.86M as of Q2 2026.
Waterway Wealth Management bought 114 JPMorgan Chase shares in Q2 2026, an estimated $35.4K.
JPMorgan Chase made up 0.58% of Waterway Wealth Management's portfolio in Q2 2026, its #27 holding.
Waterway Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Waterway Wealth Management's JPMorgan Chase position peaked at $3.03M in Q3 2025.
1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.