Stocks
Waverly Advisors Boosts Stake in JPMorgan Chase & Co.
JPMorgan Chase & Co., a global financial services provider, saw its shares acquired by Waverly Advisors LLC. According to its most recent 13F filing with the SEC, Waverly Advisors LLC boosted its stake in JPMorgan Chase & Co. by 32.8% during the second quarter.
The firm owned 462,140 shares of the financial services provider's stock after buying an additional 114,144 shares during the period. This represents approximately 0.9% of Waverly Advisors LLC's holdings, making it its 18th biggest holding.
JPMorgan Chase & Co. makes up a significant portion of Waverly Advisors LLC's portfolio, with its holdings in JPMorgan Chase & Co. worth $151,272,000 as of its most recent SEC filing.