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Waystone Advisors LLC

SEC CIK
0002055997
Latest filing
Jul 16, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Waystone Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,702
Value
$557.1K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of JPM by Waystone Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,702$557.1K0.4%+122+7.7%AddedHolders
Q1 20261,580$464.8K0.4%+29+1.9%AddedHolders
Q4 20251,551$499.8K0.4%–No prior filingHolders