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Weaver C. Barksdale & Associates’s JPMorgan Chase JPM Stock Holding History

Weaver C. Barksdale & Associates’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 		$2.45M Sell
7,494
-9
-0.1% -$2.79K 2.2% 6
2026
Q1 		$2.21M Buy
7,503
+428
+6% +$130K 2.11% 5
2025
Q4 		$2.28M Sell
7,075
-604
-8% -$187K 2.39% 3
2025
Q3 		$2.42M Sell
7,679
-497
-6% -$148K 2.33% 3
2025
Q2 		$2.37M Sell
8,176
-738
-8% -$188K 2.27% 4
2025
Q1 		$2.19M Sell
8,914
-835
-9% -$213K 2.1% 9
2024
Q4 		$2.34M Sell
9,749
-251
-3% -$58.5K 2.24% 6
2024
Q3 		$2.11M Sell
10,000
-391
-4% -$82.4K 1.9% 19
2024
Q2 		$2.1M Sell
10,391
-186
-2% -$36.4K 2% 13
2024
Q1 		$2.12M Sell
10,577
-2,873
-21% -$518K 1.94% 18
2023
Q4 		$2.29M Sell
13,450
-2,830
-17% -$429K 2.24% 4
2023
Q3 		$2.36M Buy
16,280
+2,768
+20% +$415K 2.01% 11
2023
Q2 		$1.97M Buy
13,512
+1,799
+15% +$247K 1.94% 13
2023
Q1 		$1.53M Sell
11,713
-585
-5% -$80.2K 1.43% 45
2022
Q4 		$1.65M Buy
12,298
+314
+3% +$39.8K 1.45% 45
2022
Q3 		$1.25M Sell
11,984
-435
-4% -$49.9K 1.26% 54
2022
Q2 		$1.4M Buy
12,419
+754
+6% +$93.4K 1.3% 53
2022
Q1 		$1.59M Buy
11,665
+159
+1% +$23.5K 1.42% 48
2021
Q4 		$1.82M Buy
+11,506
New +$1.89M 1.65% 37
2017
Q4 		$558K Buy
5,220
+1,075
+26% +$109K 0.59% 60
2017
Q3 		$396K Buy
+4,145
New +$382K 0.44% 64

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Weaver C. Barksdale & Associates's JPM Position: Q2 2026 in Review

Weaver C. Barksdale & Associates reduced its JPMorgan Chase (JPM) stake by 0.12% in Q2 2026, selling an estimated $2.79K and leaving 7,494 shares worth $2.45M. The position accounts for 2.2% of the portfolio, ranked #6.

Weaver C. Barksdale & Associates first reported a position in JPM in Q3 2017 and has held it in 21 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Weaver C. Barksdale & Associates held 7,494 shares of JPMorgan Chase worth $2.45M as of Q2 2026.
  • Weaver C. Barksdale & Associates sold 9 JPMorgan Chase shares in Q2 2026, an estimated $2.79K.
  • JPMorgan Chase made up 2.2% of Weaver C. Barksdale & Associates's portfolio in Q2 2026, its #6 holding.
  • Weaver C. Barksdale & Associates first reported a position in JPMorgan Chase in Q3 2017 and has held it in 21 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.