Waycross Partners’s JPMorgan Chase JPM Stock Holding History

Waycross Partners’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	$736K	Hold	2,247	–	–	0.06%	37
2026 Q1	$661K	Hold	2,247	–	–	0.06%	40
2025 Q4	$724K	Hold	2,247	–	–	0.06%	57
2025 Q3	$709K	Hold	2,247	–	–	0.06%	58
2025 Q2	$651K	Buy	+2,247	New	+$573K	0.06%	57
2023 Q4	–	Sell	-65,703	Closed	-$9.53M	–	96
2023 Q3	$9.53M	Buy	65,703 +3,404	+5%	+$510K	2.11%	22
2023 Q2	$9.06M	Buy	62,299 +13,409	+27%	+$1.84M	1.97%	23
2023 Q1	$6.37M	Buy	48,890 +8,830	+22%	+$1.21M	1.85%	22
2022 Q4	$5.37M	Buy	40,060 +25,458	+174%	+$3.23M	1.95%	21
2022 Q3	$1.53M	Buy	14,602 +65	+0.4%	+$7.46K	1.03%	35
2022 Q2	$1.64M	Sell	14,537 -47	-0.3%	-$5.82K	1.09%	38
2022 Q1	$1.99M	Buy	+14,584	New	+$2.15M	1.16%	34

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Waycross Partners's JPM Position: Q2 2026 in Review

Waycross Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,247 shares worth $736K. The position accounts for 0.06% of the portfolio, ranked #37.

Waycross Partners first reported a position in JPM in Q1 2022 and has held it in 12 quarters since. The position peaked at $9.53M in Q3 2023. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Waycross Partners held 2,247 shares of JPMorgan Chase worth $736K as of Q2 2026.
Waycross Partners left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.06% of Waycross Partners's portfolio in Q2 2026, its #37 holding.
Waycross Partners first reported a position in JPMorgan Chase in Q1 2022 and has held it in 12 quarters since.
Waycross Partners's JPMorgan Chase position peaked at $9.53M in Q3 2023.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Waycross Partners's 13F filing for Q2 2026, filed 11 Aug 2026.