Question 1

Does Waverly Advisors own JPM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Waverly Advisors holds 462,140 shares of JPM (JPMorgan Chase), worth $151.3M.

Question 2

How many shares of JPM does Waverly Advisors own?

Accepted Answer

As of its Q2 2026 13F, Waverly Advisors holds 462,140 shares of JPM (JPMorgan Chase).

Question 3

What is Waverly Advisors' JPM position worth?

Accepted Answer

As of its Q2 2026 13F, Waverly Advisors' JPM position is worth $151.3M.

Question 4

Is Waverly Advisors buying or selling JPM?

Accepted Answer

In Q2 2026, Waverly Advisors increased its JPM position by 114,144 shares (+32.8%).

Question 5

When did Waverly Advisors first buy JPM?

Accepted Answer

Waverly Advisors already held JPM in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	462,140	+32.8%	$151.3M	0.9%	$325.86	55
2026-Q1	Increased	347,996	+9.1%	$102.4M	0.8%	$291.35	46
2025-Q4	Increased	318,878	+40.0%	$102.7M	0.8%	$317.71	56
2025-Q3	Increased	227,851	+2.7%	$71.9M	0.7%	$309.51	43
2025-Q2	Increased	221,884	+1.7%	$64.3M	0.7%	$283.10	42
2025-Q1	Increased	218,223	+36.1%	$53.5M	0.7%	$238.07	54
2024-Q4	Increased	160,295	+29.4%	$38.4M	0.6%	$231.45	51
2024-Q3	Increased	123,869	+5.0%	$26.1M	0.5%	$202.36	36