Waystone Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Waystone Advisors's JPM Position: Q2 2026 in Review
Waystone Advisors increased its JPMorgan Chase (JPM) stake by 7.7% in Q2 2026, buying an estimated $37.9K and bringing the position to 1,702 shares worth $557K. The position accounts for 0.42% of the portfolio, ranked #55.
Waystone Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Waystone Advisors held 1,702 shares of JPMorgan Chase worth $557K as of Q2 2026.
- Waystone Advisors bought 122 JPMorgan Chase shares in Q2 2026, an estimated $37.9K.
- JPMorgan Chase made up 0.42% of Waystone Advisors's portfolio in Q2 2026, its #55 holding.
- Waystone Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
- 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.