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Walsh & Associates’s JPMorgan Chase JPM Stock Holding History

Walsh & Associates’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 		$655K Buy
2,000
+114
+6% +$35.4K 0.53% 32
2026
Q1 		$555K Sell
1,886
-45
-2% -$13.7K 0.55% 31
2025
Q4 		$622K Buy
+1,931
New +$598K 0.61% 30

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

Walsh & Associates's JPM Position: Q2 2026 in Review

Walsh & Associates increased its JPMorgan Chase (JPM) stake by 6% in Q2 2026, buying an estimated $35.4K and bringing the position to 2,000 shares worth $655K. The position accounts for 0.53% of the portfolio, ranked #32.

Walsh & Associates first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Walsh & Associates held 2,000 shares of JPMorgan Chase worth $655K as of Q2 2026.
  • Walsh & Associates bought 114 JPMorgan Chase shares in Q2 2026, an estimated $35.4K.
  • JPMorgan Chase made up 0.53% of Walsh & Associates's portfolio in Q2 2026, its #32 holding.
  • Walsh & Associates first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.