WAM
Walker Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
2,477
+14
| +0.6% | +$4.06K | 0.41% | 42 |
|
|
2025
Q1 | $604K | Buy |
2,463
+10
| +0.4% | +$2.45K | 0.37% | 44 |
|
|
2024
Q4 | $588K | Buy |
2,453
+53
| +2% | +$12.7K | 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% | -$3.24K | 0.33% | 50 |
|
|
2024
Q1 | $496K | Sell |
2,474
-16
| -0.6% | -$3.21K | 0.33% | 50 |
|
|
2023
Q4 | $424K | Buy |
+2,490
| New | +$424K | 0.31% | 55 |
|