Walker Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$780K Sell
2025
Q2
$718K Buy
2025
Q1
$604K Buy
2024
Q4
$588K Buy
2024
Q3
$506K Sell
2024
Q2
$497K Sell
2024
Q1
$496K Sell
2023
Q4
$424K Buy