Walker Financial Services’s JPMorgan Chase JPM Stock Holding History

Walker Financial Services’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	$544K	Sell	1,660 -67	-4%	-$20.8K	0.17%	29
2026 Q1	$508K	Buy	1,727 +48	+3%	+$14.6K	0.17%	29
2025 Q4	$541K	Sell	1,679 -95	-5%	-$29.4K	0.2%	29
2025 Q3	$560K	Buy	1,774 +1	+0.1%	+$297	0.22%	29
2025 Q2	$514K	Buy	1,773 +2	+0.1%	+$510	0.23%	23
2025 Q1	$434K	Sell	1,771 -34	-2%	-$8.67K	0.23%	18
2024 Q4	$433K	Buy	1,805 +21	+1%	+$4.89K	0.25%	18
2024 Q3	$376K	Buy	+1,784	New	+$376K	0.25%	19

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Walker Financial Services's JPM Position: Q2 2026 in Review

Walker Financial Services reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $20.8K and leaving 1,660 shares worth $544K. The position accounts for 0.17% of the portfolio, ranked #29.

Walker Financial Services first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $560K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Walker Financial Services held 1,660 shares of JPMorgan Chase worth $544K as of Q2 2026.
Walker Financial Services sold 67 JPMorgan Chase shares in Q2 2026, an estimated $20.8K.
JPMorgan Chase made up 0.17% of Walker Financial Services's portfolio in Q2 2026, its #29 holding.
Walker Financial Services first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Walker Financial Services's JPMorgan Chase position peaked at $560K in Q3 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.