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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Weaver Capital Management's JPM Position: Q1 2026 in Review

Weaver Capital Management increased its JPMorgan Chase (JPM) stake by 0.72% in Q1 2026, buying an estimated $40.1K and bringing the position to 18,389 shares worth $5.41M. The position accounts for 1.17% of the portfolio, ranked #25.

Weaver Capital Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.88M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Weaver Capital Management held 18,389 shares of JPMorgan Chase worth $5.41M as of Q1 2026.
Weaver Capital Management bought 132 JPMorgan Chase shares in Q1 2026, an estimated $40.1K.
JPMorgan Chase made up 1.17% of Weaver Capital Management's portfolio in Q1 2026, its #25 holding.
Weaver Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Weaver Capital Management's JPMorgan Chase position peaked at $5.88M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Weaver Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.