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Weatherly Asset Management’s JPMorgan Chase JPM Stock Holding History

Weatherly Asset 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 		$4.46M Sell
13,613
-370
-3% -$115K 0.32% 54
2026
Q1 		$4.11M Sell
13,983
-19
-0.1% -$5.77K 0.33% 55
2025
Q4 		$4.51M Sell
14,002
-95
-0.7% -$29.4K 0.35% 52
2025
Q3 		$4.45M Buy
14,097
+55
+0.4% +$16.4K 0.37% 51
2025
Q2 		$4.07M Sell
14,042
-118
-0.8% -$30.1K 0.35% 48
2025
Q1 		$3.47M Buy
14,160
+593
+4% +$151K 0.31% 54
2024
Q4 		$3.25M Sell
13,567
-90
-0.7% -$21K 0.29% 56
2024
Q3 		$2.88M Buy
13,657
+2,069
+18% +$436K 0.25% 61
2024
Q2 		$2.34M Sell
11,588
-30
-0.3% -$5.87K 0.21% 66
2024
Q1 		$2.33M Sell
11,618
-100
-0.9% -$18K 0.23% 68
2023
Q4 		$1.99M Sell
11,718
-578
-5% -$87.6K 0.21% 73
2023
Q3 		$1.78M Hold
12,296
– – 0.21% 76
2023
Q2 		$1.79M Buy
12,296
+140
+1% +$19.3K 0.21% 80
2023
Q1 		$1.58M Sell
12,156
-502
-4% -$68.8K 0.21% 83
2022
Q4 		$1.7M Sell
12,658
-625
-5% -$79.2K 0.23% 81
2022
Q3 		$1.39M Sell
13,283
-50
-0.4% -$5.74K 0.2% 81
2022
Q2 		$1.5M Sell
13,333
-226
-2% -$28K 0.21% 82
2022
Q1 		$1.85M Buy
13,559
+395
+3% +$58.3K 0.22% 83
2021
Q4 		$2.08M Sell
13,164
-100
-0.8% -$16.4K 0.23% 78
2021
Q3 		$2.17M Sell
13,264
-915
-6% -$143K 0.26% 71
2021
Q2 		$2.21M Hold
14,179
– – 0.28% 68
2021
Q1 		$2.16M Hold
14,179
– – 0.3% 67
2020
Q4 		$1.8M Sell
14,179
-231
-2% -$25.8K 0.26% 72
2020
Q3 		$1.39M Sell
14,410
-85
-0.6% -$8.35K 0.22% 79
2020
Q2 		$1.36M Sell
14,495
-127
-0.9% -$12.1K 0.24% 74
2020
Q1 		$1.32M Sell
14,622
-113
-0.8% -$13.7K 0.29% 64
2019
Q4 		$2.05M Buy
14,735
+33
+0.2% +$4.23K 0.39% 56
2019
Q3 		$1.73M Sell
14,702
-472
-3% -$53.4K 0.37% 61
2019
Q2 		$1.7M Buy
15,174
+444
+3% +$49K 0.34% 63
2019
Q1 		$1.49M Sell
14,730
-892
-6% -$91.9K 0.3% 69
2018
Q4 		$1.52M Buy
15,622
+692
+5% +$73.7K 0.36% 64
2018
Q3 		$1.69M Buy
14,930
+179
+1% +$20.3K 0.35% 66
2018
Q2 		$1.54M Hold
14,751
– – 0.36% 68
2018
Q1 		$1.62M Sell
14,751
-2,750
-16% -$311K 0.38% 69
2017
Q4 		$1.87M Sell
17,501
-7
-0% -$709 0.45% 57
2017
Q3 		$1.67M Sell
17,508
-281
-2% -$25.9K 0.44% 60
2017
Q2 		$1.63M Sell
17,789
-501
-3% -$43.2K 0.46% 54
2017
Q1 		$1.61M Buy
18,290
+135
+0.7% +$11.9K 0.47% 50
2016
Q4 		$1.57M Sell
18,155
-112
-0.6% -$8.54K 0.5% 53
2016
Q3 		$1.22M Sell
18,267
-3,200
-15% -$209K 0.4% 60
2016
Q2 		$1.33M Buy
21,467
+751
+4% +$46.9K 0.44% 58
2016
Q1 		$1.23M Buy
20,716
+350
+2% +$20.4K 0.42% 60
2015
Q4 		$1.34M Buy
20,366
+3,152
+18% +$205K 0.48% 49
2015
Q3 		$1.05M Sell
17,214
-142
-0.8% -$9.3K 0.42% 53
2015
Q2 		$1.18M Sell
17,356
-912
-5% -$59.5K 0.45% 50
2015
Q1 		$1.11M Sell
18,268
-712
-4% -$42.2K 0.44% 60
2014
Q4 		$1.19M Buy
18,980
+595
+3% +$35.8K 0.5% 55
2014
Q3 		$1.11M Sell
18,385
-65
-0.4% -$3.8K 0.48% 57
2014
Q2 		$1.06M Hold
18,450
– – 0.45% 58
2014
Q1 		$1.12M Sell
18,450
-1,000
-5% -$57.8K 0.52% 55
2013
Q4 		$1.14M Buy
19,450
+299
+2% +$16.4K 0.54% 52
2013
Q3 		$990K Sell
19,151
-870
-4% -$46.7K 0.5% 52
2013
Q2 		$1.06M Buy
+20,021
New +$1.02M 0.58% 49

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Weatherly Asset Management's JPM Position: Q2 2026 in Review

Weatherly Asset Management reduced its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, selling an estimated $115K and leaving 13,613 shares worth $4.46M. The position accounts for 0.32% of the portfolio, ranked #54.

Weatherly Asset Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.51M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Weatherly Asset Management held 13,613 shares of JPMorgan Chase worth $4.46M as of Q2 2026.
  • Weatherly Asset Management sold 370 JPMorgan Chase shares in Q2 2026, an estimated $115K.
  • JPMorgan Chase made up 0.32% of Weatherly Asset Management's portfolio in Q2 2026, its #54 holding.
  • Weatherly Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Weatherly Asset Management's JPMorgan Chase position peaked at $4.51M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.