Waverton Investment Management’s JPMorgan Chase JPM Stock Holding History

Waverton Investment 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
2025 Q4	–	Sell	-255,476	Closed	-$80.6M	–	53
2025 Q3	$80.6M	Sell	255,476 -227,971	-47%	-$67.8M	1.04%	25
2025 Q2	$140M	Buy	483,447 +62,416	+15%	+$15.9M	1.93%	22
2025 Q1	$103M	Buy	421,031 +16,236	+4%	+$4.14M	1.6%	25
2024 Q4	$97.1M	Sell	404,795 -4,024	-1%	-$937K	1.55%	24
2024 Q3	$86.2M	Buy	408,819 +85,361	+26%	+$18M	1.42%	26
2024 Q2	$65.5M	Buy	323,458 +15,956	+5%	+$3.12M	1.23%	25
2024 Q1	$61.6M	Buy	307,502 +3,125	+1%	+$564K	1.28%	25
2023 Q4	$51.8M	Buy	304,377 +19,581	+7%	+$2.97M	1.26%	23
2023 Q3	$41.3M	Buy	284,796 +18,592	+7%	+$2.79M	1.19%	23
2023 Q2	$38.7M	Buy	266,204 +101,142	+61%	+$13.9M	1.1%	24
2023 Q1	$21.5M	Buy	165,062 +22,282	+16%	+$3.05M	0.66%	33
2022 Q4	$19.1M	Buy	142,780 +11,161	+8%	+$1.41M	0.7%	33
2022 Q3	$13.8M	Buy	131,619 +21,832	+20%	+$2.51M	0.56%	33
2022 Q2	$12.4M	Buy	109,787 +8,839	+9%	+$1.1M	0.48%	34
2022 Q1	$13.8M	Buy	100,948 +433	+0.4%	+$63.9K	0.46%	36
2021 Q4	$15.9M	Buy	+100,515	New	+$16.5M	0.51%	32
2021 Q1	–	Sell	-17,256	Closed	-$2.19M	–	55
2020 Q4	$2.19M	Hold	17,256	–	–	0.1%	47
2020 Q3	$1.66M	Sell	17,256 -492	-3%	-$48.3K	0.08%	45
2020 Q2	$1.67M	Buy	17,748 +2,440	+16%	+$232K	0.09%	42
2020 Q1	$1.38M	Sell	15,308 -927,406	-98%	-$113M	0.09%	43
2019 Q4	$131M	Sell	942,714 -69,408	-7%	-$8.9M	6.79%	2
2019 Q3	$119M	Sell	1,012,122 -42,752	-4%	-$4.84M	6.08%	4
2019 Q2	$118M	Buy	1,054,874 +50,629	+5%	+$5.58M	5.94%	5
2019 Q1	$102M	Buy	1,004,245 +16,907	+2%	+$1.74M	5.3%	6
2018 Q4	$96.4M	Buy	987,338 +56,460	+6%	+$6.02M	5.84%	4
2018 Q3	$105M	Buy	930,878 +217,731	+31%	+$24.7M	5.16%	7
2018 Q2	$74.3M	Buy	713,147 +676,049	+1,822%	+$74.2M	4.34%	11
2018 Q1	$4.08M	Buy	37,098 +476	+1%	+$53.9K	0.24%	32
2017 Q4	$3.92M	Sell	36,622 -200	-0.5%	-$20.3K	0.23%	32
2017 Q3	$3.52M	Sell	36,822 -97	-0.3%	-$8.95K	0.22%	33
2017 Q2	$3.37M	Buy	36,919 +1,011	+3%	+$87.2K	0.22%	39
2017 Q1	$3.15M	Buy	35,908 +863	+2%	+$76.1K	0.2%	52
2016 Q4	$3.02M	Buy	35,045 +24,243	+224%	+$1.85M	0.2%	65
2016 Q3	$719K	Hold	10,802	–	–	0.05%	90
2016 Q2	$671K	Sell	10,802 -4,500	-29%	-$281K	0.05%	94
2016 Q1	$906K	Sell	15,302 -918	-6%	-$53.6K	0.07%	96
2015 Q4	$1.07M	Sell	16,220 -1,738	-10%	-$113K	0.08%	90
2015 Q3	$1.09M	Sell	17,958 -1,500	-8%	-$98.2K	0.09%	86
2015 Q2	$1.32M	Buy	19,458 +9,300	+92%	+$607K	0.1%	83
2015 Q1	$615K	Buy	10,158 +138	+1%	+$8.17K	0.04%	87
2014 Q4	$627K	Sell	10,020 -500	-5%	-$30.1K	0.04%	89
2014 Q3	$634K	Buy	+10,520	New	+$615K	0.04%	89
2014 Q2	–	Sell	-227,500	Closed	-$13.8M	–	124
2014 Q1	$13.8M	Buy	227,500 +400	+0.2%	+$23.1K	0.66%	38
2013 Q4	$13.3M	Buy	227,100 +37,600	+20%	+$2.06M	0.68%	34
2013 Q3	$9.79M	Buy	189,500 +179,000	+1,705%	+$9.6M	0.58%	37
2013 Q2	$554K	Buy	+10,500	New	+$534K	0.05%	81

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waverton Investment Management's JPM Position: Q4 2025 in Review

Waverton Investment Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 255,476 shares — an estimated $80.6M sold.

Waverton Investment Management first reported a position in JPM in Q2 2013 and held it in 46 quarters. The position peaked at $140M in Q2 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Waverton Investment Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 255,476 JPMorgan Chase shares in Q4 2025, an estimated $80.6M.
Waverton Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 46 quarters.
Waverton Investment Management's JPMorgan Chase position peaked at $140M in Q2 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.