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Walkner Condon Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Walkner Condon Financial Advisors’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 		$1.5M Buy
4,587
+221
+5% +$68.6K 0.17% 103
2026
Q1 		$1.28M Sell
4,366
-658
-13% -$200K 0.17% 105
2025
Q4 		$1.62M Buy
5,024
+250
+5% +$77.4K 0.22% 87
2025
Q3 		$1.51M Buy
4,774
+504
+12% +$150K 0.24% 85
2025
Q2 		$1.24M Buy
4,270
+820
+24% +$209K 0.23% 87
2025
Q1 		$846K Buy
3,450
+189
+6% +$48.2K 0.17% 101
2024
Q4 		$782K Sell
3,261
-376
-10% -$87.6K 0.16% 113
2024
Q3 		$767K Buy
3,637
+866
+31% +$182K 0.16% 114
2024
Q2 		$560K Sell
2,771
-7,483
-73% -$1.46M 0.12% 132
2024
Q1 		$2.05M Buy
10,254
+214
+2% +$38.6K 0.44% 59
2023
Q4 		$1.71M Buy
10,040
+1,832
+22% +$278K 0.39% 64
2023
Q3 		$1.19M Sell
8,208
-31
-0.4% -$4.65K 0.32% 70
2023
Q2 		$1.2M Buy
8,239
+517
+7% +$71.1K 0.32% 69
2023
Q1 		$1.01M Buy
7,722
+6,221
+414% +$852K 0.28% 79
2022
Q4 		$201K Buy
+1,501
New +$190K 0.06% 224
2021
Q4 		– Sell
-2,446
Closed -$401K – 151
2021
Q3 		$401K Buy
2,446
+302
+14% +$47.3K 0.2% 95
2021
Q2 		$331K Buy
2,144
+70
+3% +$11K 0.12% 127
2021
Q1 		$316K Buy
2,074
+47
+2% +$6.76K 0.12% 133
2020
Q4 		$258K Buy
+2,027
New +$227K 0.11% 113

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Walkner Condon Financial Advisors's JPM Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its JPMorgan Chase (JPM) stake by 5.1% in Q2 2026, buying an estimated $68.6K and bringing the position to 4,587 shares worth $1.5M. The position accounts for 0.17% of the portfolio, ranked #103.

Walkner Condon Financial Advisors first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.05M in Q1 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Walkner Condon Financial Advisors held 4,587 shares of JPMorgan Chase worth $1.5M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 221 JPMorgan Chase shares in Q2 2026, an estimated $68.6K.
  • JPMorgan Chase made up 0.17% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • Walkner Condon Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • Walkner Condon Financial Advisors's JPMorgan Chase position peaked at $2.05M in Q1 2024.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.