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AMJBAMJB
6 quarters

Position history for WAWaverly Advisors, LLC's holdings in JPMORGAN CHASE FINL CO LLC

Waverly Advisors, LLC holds 319,590 shares of AMJB (JPMORGAN CHASE FINL CO LLC), worth $11M as of 2026-Q2. The position was decreased (-9.7% shares). AMJB represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$11M

Current Shares

319,590

Total Value Change

-$6.4M

Total Shares Change

-215,730

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
319,590
-9.7%
$11M0.1%$34.49
0
2026-Q1
Decreased
353,743
-18.0%
$12.2M0.1%$34.38
0
2025-Q4
Decreased
431,543
-15.1%
$12.9M0.1%$29.84
0
2025-Q3
Decreased
508,440
-3.4%
$15M0.1%$29.00
0
2025-Q2
Decreased
526,432
-1.7%
$15.9M0.2%$29.52
0
2025-Q1
New
535,320
-
$17.4M0.2%$31.09
47

Other major holders of AMJB: JPMORGAN CHASE & CO, CIBC Bancorp USA Inc., CIBC Private Wealth Group LLC

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