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JPM
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Position history for Waverly Advisors, LLC's holdings in JPMORGAN CHASE & CO

Waverly Advisors, LLC holds 347,996 shares of JPM (JPMORGAN CHASE & CO), worth $102.4M as of 2026-Q1. The position was increased (+9.1% shares). JPM represents 0.8% of Waverly Advisors, LLC's portfolio.

Current Value

$102.4M

Current Shares

347,996

Total Value Change

+$78.5M

Total Shares Change

+230,025

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
347,996
+9.1%
$102.4M0.8%$300.26
46
2025-Q4
Increased
318,878
+40.0%
$102.7M0.8%$321.97
56
2025-Q3
Increased
227,851
+2.7%
$71.9M0.7%$312.75
43
2025-Q2
Increased
221,884
+1.7%
$64.3M0.7%$283.07
42
2025-Q1
Increased
218,223
+36.1%
$53.5M0.7%$237.97
54
2024-Q4
Increased
160,295
+29.4%
$38.4M0.6%$233.31
51
2024-Q3
Increased
123,869
+5.0%
$26.1M0.5%$203.96
36
2024-Q2
Increased
117,971
+50.8%
$23.9M0.5%$194.90
47

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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