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Walled Lake Planning & Wealth Management’s JPMorgan Chase JPM Stock Holding History

Walled Lake Planning & Wealth 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
Q2 		$2.56M Buy
7,831
+24
+0.3% +$7.45K 0.65% 34
2026
Q1 		$2.3M Sell
7,807
-309
-4% -$93.8K 0.67% 34
2025
Q4 		$2.62M Sell
8,116
-282
-3% -$87.3K 0.83% 31
2025
Q3 		$2.65M Sell
8,398
-478
-5% -$142K 0.87% 31
2025
Q2 		$2.57M Sell
8,876
-2,054
-19% -$524K 0.84% 35
2025
Q1 		$2.68M Buy
10,930
+14
+0.1% +$3.57K 0.95% 35
2024
Q4 		$2.62M Buy
10,916
+2,582
+31% +$601K 0.97% 32
2024
Q3 		$1.76M Buy
8,334
+3,449
+71% +$726K 0.66% 35
2024
Q2 		$988K Buy
4,885
+703
+17% +$137K 0.4% 41
2024
Q1 		$838K Sell
4,182
-587
-12% -$106K 0.34% 40
2023
Q4 		$811K Sell
4,769
-932
-16% -$141K 0.38% 39
2023
Q3 		$827K Buy
5,701
+377
+7% +$56.5K 0.41% 38
2023
Q2 		$774K Sell
5,324
-23
-0.4% -$3.16K 0.38% 38
2023
Q1 		$697K Buy
+5,347
New +$733K 0.36% 40
2022
Q4 		– Sell
-33,635
Closed -$3.52M – 69
2022
Q3 		$3.52M Buy
33,635
+1,227
+4% +$141K 2.46% 19
2022
Q2 		$3.65M Buy
32,408
+1,534
+5% +$190K 2.51% 20
2022
Q1 		$4.21M Buy
30,874
+576
+2% +$85K 2.5% 18
2021
Q4 		$4.8M Buy
30,298
+5,575
+23% +$916K 2.78% 14
2021
Q3 		$4.05M Buy
24,723
+182
+0.7% +$28.5K 2.49% 18
2021
Q2 		$3.82M Buy
24,541
+148
+0.6% +$23.2K 2.48% 17
2021
Q1 		$3.71M Buy
24,393
+148
+0.6% +$21.3K 2.57% 17
2020
Q4 		$3.08M Sell
24,245
-49
-0.2% -$5.48K 2.34% 17
2020
Q3 		$2.34M Buy
24,294
+1,526
+7% +$150K 1.9% 21
2020
Q2 		$2.14M Buy
22,768
+22,188
+3,826% +$2.11M 1.79% 21
2020
Q1 		$52K Buy
580
+1
+0.2% +$121 0.05% 101
2019
Q4 		$81K Buy
+579
New +$74.3K 0.06% 97

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

Walled Lake Planning & Wealth Management's JPM Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its JPMorgan Chase (JPM) stake by 0.31% in Q2 2026, buying an estimated $7.45K and bringing the position to 7,831 shares worth $2.56M. The position accounts for 0.65% of the portfolio, ranked #34.

Walled Lake Planning & Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.8M in Q4 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 7,831 shares of JPMorgan Chase worth $2.56M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 24 JPMorgan Chase shares in Q2 2026, an estimated $7.45K.
  • JPMorgan Chase made up 0.65% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Walled Lake Planning & Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Walled Lake Planning & Wealth Management's JPMorgan Chase position peaked at $4.8M in Q4 2021.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.