Weaver Capital Management
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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
Q3 		$6.24M Buy
18,867
+478
+3% +$167K 1.19% 22
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Weaver Capital Management's JPM Position: Q3 2026 in Review

Weaver Capital Management increased its JPMorgan Chase (JPM) stake by 2.6% in Q3 2026, buying an estimated $167K and bringing the position to 18,867 shares worth $6.24M. The position accounts for 1.19% of the portfolio, ranked #22.

Weaver Capital Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Weaver Capital Management held 18,867 shares of JPMorgan Chase worth $6.24M as of Q3 2026.
  • Weaver Capital Management bought 478 JPMorgan Chase shares in Q3 2026, an estimated $167K.
  • JPMorgan Chase made up 1.19% of Weaver Capital Management's portfolio in Q3 2026, its #22 holding.
  • Weaver Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Weaver Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.