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Weaver Capital Management’s JPMorgan Chase JPM Stock Holding History

Weaver Capital 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 		$5.41M Hold
18,389
– – 1.19% 24
2026
Q1 		$5.41M Buy
18,389
+132
+0.7% +$40.1K 1.17% 25
2025
Q4 		$5.88M Buy
18,257
+715
+4% +$221K 1.24% 21
2025
Q3 		$5.53M Buy
17,542
+2,213
+14% +$658K 1.2% 20
2025
Q2 		$4.44M Sell
15,329
-154
-1% -$39.3K 1.09% 22
2025
Q1 		$3.8M Buy
15,483
+867
+6% +$221K 1.01% 23
2024
Q4 		$3.5M Sell
14,616
-308
-2% -$71.7K 0.98% 26
2024
Q3 		$3.15M Sell
14,924
-344
-2% -$72.5K 0.94% 26
2024
Q2 		$3.09M Buy
15,268
+2,320
+18% +$454K 0.99% 22
2024
Q1 		$2.59M Buy
12,948
+14
+0.1% +$2.53K 0.89% 32
2023
Q4 		$2.2M Buy
+12,934
New +$1.96M 0.87% 30

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 Capital Management's JPM Position: Q2 2026 in Review

Weaver Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 18,389 shares worth $5.41M. The position accounts for 1.19% of the portfolio, ranked #24.

Weaver Capital Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.88M in Q4 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Weaver Capital Management held 18,389 shares of JPMorgan Chase worth $5.41M as of Q2 2026.
  • Weaver Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.19% of Weaver Capital Management's portfolio in Q2 2026, its #24 holding.
  • Weaver Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Weaver Capital Management's JPMorgan Chase position peaked at $5.88M in Q4 2025.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Weaver Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.