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Walker Asset Management’s JPMorgan Chase JPM Stock Holding History

Walker Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$812K Buy
2,481
+11
+0.4% +$3.42K 0.41% 52
2026
Q1 		$727K Buy
2,470
+22
+0.9% +$6.68K 0.39% 51
2025
Q4 		$789K Sell
2,448
-24
-1% -$7.43K 0.42% 44
2025
Q3 		$780K Sell
2,472
-5
-0.2% -$1.49K 0.44% 43
2025
Q2 		$718K Buy
2,477
+14
+0.6% +$3.57K 0.41% 42
2025
Q1 		$604K Buy
2,463
+10
+0.4% +$2.55K 0.37% 44
2024
Q4 		$588K Buy
2,453
+53
+2% +$12.3K 0.36% 42
2024
Q3 		$506K Sell
2,400
-58
-2% -$12.2K 0.31% 51
2024
Q2 		$497K Sell
2,458
-16
-0.6% -$3.13K 0.33% 50
2024
Q1 		$496K Sell
2,474
-16
-0.6% -$2.89K 0.33% 50
2023
Q4 		$424K Buy
+2,490
New +$377K 0.31% 55

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Walker Asset Management's JPM Position: Q2 2026 in Review

Walker Asset Management increased its JPMorgan Chase (JPM) stake by 0.45% in Q2 2026, buying an estimated $3.42K and bringing the position to 2,481 shares worth $812K. The position accounts for 0.41% of the portfolio, ranked #52.

Walker Asset Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Walker Asset Management held 2,481 shares of JPMorgan Chase worth $812K as of Q2 2026.
  • Walker Asset Management bought 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.41% of Walker Asset Management's portfolio in Q2 2026, its #52 holding.
  • Walker Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.