Werlinich Asset Management’s JPMorgan Chase JPM Stock Holding History

Werlinich 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	$11.5M	Buy	35,260 +25	+0.1%	+$7.76K	4.41%	6
2026 Q1	$10.4M	Hold	35,235	–	–	5.03%	3
2025 Q4	$11.4M	Buy	35,235 +38	+0.1%	+$11.8K	5.62%	2
2025 Q3	$11.1M	Hold	35,197	–	–	5.52%	2
2025 Q2	$10.2M	Hold	35,197	–	–	5.57%	2
2025 Q1	$8.63M	Hold	35,197	–	–	5.48%	3
2024 Q4	$8.42M	Hold	35,197	–	–	4.9%	3
2024 Q3	$7.42M	Hold	35,197	–	–	4.31%	5
2024 Q2	$7.01M	Hold	35,197	–	–	4.36%	5
2024 Q1	$7.02M	Sell	35,197 -2,000	-5%	-$361K	4.58%	5
2023 Q4	$6.3M	Sell	37,197 -635	-2%	-$96.2K	4.77%	5
2023 Q3	$5.49M	Sell	37,832 -378	-1%	-$56.7K	4.53%	5
2023 Q2	$5.56M	Hold	38,210	–	–	4.46%	5
2023 Q1	$4.98M	Sell	38,210 -55	-0.1%	-$7.54K	4.37%	5
2022 Q4	$5.13M	Buy	38,265 +200	+0.5%	+$25.3K	4.75%	5
2022 Q3	$3.98M	Hold	38,065	–	–	4.07%	5
2022 Q2	$4.29M	Sell	38,065 -200	-0.5%	-$24.8K	4.01%	5
2022 Q1	$5.22M	Hold	38,265	–	–	3.97%	7
2021 Q4	$6.06M	Hold	38,265	–	–	4.41%	5
2021 Q3	$6.26M	Hold	38,265	–	–	5.06%	3
2021 Q2	$5.95M	Hold	38,265	–	–	4.81%	4
2021 Q1	$5.83M	Buy	+38,265	New	+$5.51M	5.12%	4

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Werlinich Asset Management increased its JPMorgan Chase (JPM) stake by 0.07% in Q2 2026, buying an estimated $7.76K and bringing the position to 35,260 shares worth $11.5M. The position accounts for 4.41% of the portfolio, ranked #6.

Werlinich Asset Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 1,217 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Werlinich Asset Management held 35,260 shares of JPMorgan Chase worth $11.5M as of Q2 2026.
Werlinich Asset Management bought 25 JPMorgan Chase shares in Q2 2026, an estimated $7.76K.
JPMorgan Chase made up 4.41% of Werlinich Asset Management's portfolio in Q2 2026, its #6 holding.
Werlinich Asset Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
1,217 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Werlinich Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.