WFS
JPM icon

Walker Financial Services’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$514K Buy
1,773
+2
+0.1% +$580 0.23% 23
2025
Q1
$434K Sell
1,771
-34
-2% -$8.34K 0.23% 18
2024
Q4
$433K Buy
1,805
+21
+1% +$5.04K 0.25% 18
2024
Q3
$376K Buy
+1,784
New +$376K 0.25% 19