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Watts Gwilliam & Co’s JPMorgan Chase JPM Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$5.27M Hold
16,711
– – 0.85% 23
2025
Q2 		$5.23M Sell
16,711
-214
-1% -$54.6K 0.86% 22
2025
Q1 		$4.15M Buy
16,925
+519
+3% +$132K 0.9% 28
2024
Q4 		$3.99M Sell
16,406
-1,064
-6% -$248K 0.84% 26
2024
Q3 		$3.68M Buy
+17,470
New +$3.68M 0.8% 26
2024
Q1 		$2.94M Buy
+14,570
New +$2.63M 0.91% 25

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Watts Gwilliam & Co's JPM Position: Q3 2025 in Review

Watts Gwilliam & Co held its JPMorgan Chase (JPM) position steady in Q3 2025 at 16,711 shares worth $5.27M. The position accounts for 0.85% of the portfolio, ranked #23.

Watts Gwilliam & Co first reported a position in JPM in Q1 2024 and has held it in 6 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Watts Gwilliam & Co held 16,711 shares of JPMorgan Chase worth $5.27M as of Q3 2025.
  • Watts Gwilliam & Co left its JPMorgan Chase share count unchanged in Q3 2025.
  • JPMorgan Chase made up 0.85% of Watts Gwilliam & Co's portfolio in Q3 2025, its #23 holding.
  • Watts Gwilliam & Co first reported a position in JPMorgan Chase in Q1 2024 and has held it in 6 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.