Walker Asset Management
JPM icon

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
Q3 		$809K Sell
2,445
-36
-1% -$12.6K 0.41% 50
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Walker Asset Management's JPM Position: Q3 2026 in Review

Walker Asset Management reduced its JPMorgan Chase (JPM) stake by 1.5% in Q3 2026, selling an estimated $12.6K and leaving 2,445 shares worth $809K. The position accounts for 0.41% of the portfolio, ranked #50.

Walker Asset Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $812K in Q2 2026. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Walker Asset Management held 2,445 shares of JPMorgan Chase worth $809K as of Q3 2026.
  • Walker Asset Management sold 36 JPMorgan Chase shares in Q3 2026, an estimated $12.6K.
  • JPMorgan Chase made up 0.41% of Walker Asset Management's portfolio in Q3 2026, its #50 holding.
  • Walker Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Walker Asset Management's JPMorgan Chase position peaked at $812K in Q2 2026.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.