Question 1

How many shares of JPM does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 462,140 shares of JPM (JPMORGAN CHASE & CO).

Question 2

What is Waverly Advisors, LLC's JPM position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's JPM position is worth $151.3M.

Question 3

Is Waverly Advisors, LLC buying or selling JPM?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their JPM position (+32.8% change in shares).

Question 4

When did Waverly Advisors, LLC first buy JPM?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in JPM in 2024-Q3. They have held the position across 30 quarters.

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%	$300.26	46
2025-Q4	Increased	318,878	+40.0%	$102.7M	0.8%	$321.97	56
2025-Q3	Increased	227,851	+2.7%	$71.9M	0.7%	$312.75	43
2025-Q2	Increased	221,884	+1.7%	$64.3M	0.7%	$283.07	42
2025-Q1	Increased	218,223	+36.1%	$53.5M	0.7%	$237.97	54
2024-Q4	Increased	160,295	+29.4%	$38.4M	0.6%	$233.31	51
2024-Q3	Increased	123,869	+5.0%	$26.1M	0.5%	$203.96	36