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
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |
| 2024-Q2 | Increased | 117,971 | +50.8% | $23.9M | 0.5% | $194.90 | 47 |