Waverton Investment Management Ltd / JPM
Waverton Investment Management Ltd’s Jpmorgan Chase & Co Position
Does Waverton Investment Management Ltd own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 255.5K shares worth $81M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$81M
Q3 2025
Shares
255.5K
% of Portfolio
+1.04%
Quarters Held
25
position exited
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 255.5K | $81M | +1.04% |
| Q2 2025 | 483.4K | $140M | +1.93% |
| Q1 2025 | 421.0K | $103M | +1.60% |
| Q4 2024 | 404.8K | $97M | +1.55% |
| Q3 2024 | 408.8K | $86M | +1.41% |
| Q2 2024 | 323.5K | $65M | +1.23% |
| Q1 2024 | 307.5K | $62M | +1.28% |
| Q4 2023 | 304.4K | $52M | +1.26% |
| Q3 2023 | 284.8K | $41M | +1.19% |
| Q2 2023 | 266.2K | $39M | +1.10% |
| Q1 2023 | 165.1K | $22M | +0.66% |
| Q4 2022 | 142.8K | $19,147 | +0.70% |
| Q3 2022 | 131.6K | $14M | +0.56% |
| Q2 2022 | 109.8K | $12M | +0.48% |
| Q1 2022 | 100.9K | $14M | +0.46% |
| Q4 2021 | 100.5K | $16M | +0.50% |
| Q4 2020 | 17.3K | $2M | +0.10% |
| Q3 2020 | 17.3K | $2M | +0.08% |
| Q2 2020 | 17.7K | $2M | +0.09% |
| Q1 2020 | 15.3K | $1M | +0.09% |
| Q4 2019 | 942.7K | $131M | +6.79% |
| Q3 2019 | 1.01M | $119M | +6.08% |
| Q2 2019 | 1.05M | $118M | +5.94% |
| Q1 2019 | 1.00M | $102M | +5.30% |
| Q4 2018 | 987.3K | $96M | +5.84% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of JPM.