Walter & Keenan Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Sell |
38,844
-159
| -0.4% | -$48.3K | 3.22% | 6 |
|
|
2025
Q4 | $12.6M | Sell |
39,003
-869
| -2% | -$269K | 3.37% | 5 |
|
|
2025
Q3 | $12.6M | Sell |
39,872
-3,300
| -8% | -$981K | 3.49% | 5 |
|
|
2025
Q2 | $12.5M | Sell |
43,172
-1,385
| -3% | -$353K | 3.64% | 4 |
|
|
2025
Q1 | $10.9M | Buy |
44,557
+98
| +0.2% | +$25K | 3.29% | 6 |
|
|
2024
Q4 | $10.7M | Sell |
44,459
-985
| -2% | -$229K | 3.22% | 5 |
|
|
2024
Q3 | $9.58M | Sell |
45,444
-470
| -1% | -$99K | 2.91% | 6 |
|
|
2024
Q2 | $9.29M | Sell |
45,914
-70
| -0.2% | -$13.7K | 2.96% | 6 |
|
|
2024
Q1 | $9.21M | Sell |
45,984
-649
| -1% | -$117K | 3.02% | 6 |
|
|
2023
Q4 | $7.93M | Sell |
46,633
-327
| -0.7% | -$49.6K | 2.84% | 6 |
|
|
2023
Q3 | $6.81M | Sell |
46,960
-9,623
| -17% | -$1.44M | 2.65% | 7 |
|
|
2023
Q2 | $8.23M | Sell |
56,583
-980
| -2% | -$135K | 3.02% | 6 |
|
|
2023
Q1 | $7.5M | Sell |
57,563
-2,062
| -3% | -$283K | 2.85% | 6 |
|
|
2022
Q4 | $8M | Buy |
59,625
+63
| +0.1% | +$7.98K | 3.14% | 6 |
|
|
2022
Q3 | $6.22M | Buy |
59,562
+7,336
| +14% | +$842K | 2.64% | 7 |
|
|
2022
Q2 | $5.88M | Sell |
52,226
-112
| -0.2% | -$13.9K | 2.32% | 10 |
|
|
2022
Q1 | $7.14M | Hold |
52,338
| – | – | 2.42% | 7 |
|
|
2021
Q4 | $8.29M | Sell |
52,338
-2,298
| -4% | -$377K | 2.69% | 6 |
|
|
2021
Q3 | $8.94M | Sell |
54,636
-2,101
| -4% | -$329K | 3.03% | 4 |
|
|
2021
Q2 | $8.82M | Sell |
56,737
-1,700
| -3% | -$267K | 3.04% | 4 |
|
|
2021
Q1 | $8.9M | Sell |
58,437
-2,900
| -5% | -$417K | 3.15% | 3 |
|
|
2020
Q4 | $7.79M | Sell |
61,337
-672
| -1% | -$75.1K | 2.82% | 4 |
|
|
2020
Q3 | $5.97M | Sell |
62,009
-828
| -1% | -$81.3K | 2.37% | 10 |
|
|
2020
Q2 | $5.91M | Buy |
62,837
+54,612
| +664% | +$5.18M | 2.4% | 9 |
|
|
2020
Q1 | $697K | Sell |
8,225
-55,359
| -87% | -$6.73M | 0.28% | 48 |
|
|
2019
Q4 | $8.86M | Sell |
63,584
-9,368
| -13% | -$1.2M | 3.41% | 3 |
|
|
2019
Q3 | $8.59M | Buy |
72,952
+6,900
| +10% | +$780K | 3.26% | 3 |
|
|
2019
Q2 | $7.38M | Sell |
66,052
-850
| -1% | -$93.7K | 3.25% | 3 |
|
|
2019
Q1 | $6.77M | Buy |
66,902
+923
| +1% | +$95.1K | 2.98% | 4 |
|
|
2018
Q4 | $6.44M | Buy |
65,979
+2,126
| +3% | +$227K | 2.9% | 5 |
|
|
2018
Q3 | $8.21K | Sell |
63,853
-5,000
| -7% | -$568K | 2.46% | 5 |
|
|
2018
Q2 | $7.17M | Sell |
68,853
-3,000
| -4% | -$329K | 3.09% | 4 |
|
|
2018
Q1 | $7.9M | Hold |
71,853
| – | – | 3.42% | 3 |
|
|
2017
Q4 | $7.68M | Buy |
71,853
+4,083
| +6% | +$413K | 3.23% | 3 |
|
|
2017
Q3 | $6.47M | Buy |
67,770
+981
| +1% | +$90.5K | 2.99% | 4 |
|
|
2017
Q2 | $6.1M | Sell |
66,789
-214
| -0.3% | -$18.5K | 3.07% | 5 |
|
|
2017
Q1 | $5.88M | Sell |
67,003
-6,522
| -9% | -$575K | 3.05% | 5 |
|
|
2016
Q4 | $6.34M | Sell |
73,525
-5,610
| -7% | -$428K | 3.37% | 5 |
|
|
2016
Q3 | $5.27M | Sell |
79,135
-3,247
| -4% | -$212K | 2.91% | 5 |
|
|
2016
Q2 | $5.12M | Buy |
82,382
+170
| +0.2% | +$10.6K | 2.85% | 6 |
|
|
2016
Q1 | $4.87M | Buy |
82,212
+3,000
| +4% | +$175K | 2.79% | 6 |
|
|
2015
Q4 | $5.23M | Sell |
79,212
-29
| -0% | -$1.89K | 3.05% | 5 |
|
|
2015
Q3 | $4.83M | Buy |
79,241
+100
| +0.1% | +$6.55K | 2.99% | 4 |
|
|
2015
Q2 | $5.36M | Sell |
79,141
-434
| -0.5% | -$28.3K | 3.11% | 4 |
|
|
2015
Q1 | $4.82M | Sell |
79,575
-2,000
| -2% | -$118K | 2.73% | 5 |
|
|
2014
Q4 | $5.11M | Buy |
81,575
+2,000
| +3% | +$120K | 2.9% | 4 |
|
|
2014
Q3 | $4.79M | Sell |
79,575
-13,045
| -14% | -$763K | 2.81% | 5 |
|
|
2014
Q2 | $5.34M | Sell |
92,620
-1,497
| -2% | -$84.2K | 2.79% | 4 |
|
|
2014
Q1 | $5.72M | Buy |
+94,117
| New | +$5.44M | 3.14% | 4 |
|
Other funds holding JPM
VCM
VPM
Walter & Keenan Wealth Management's JPM Position: Q1 2026 in Review
Walter & Keenan Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.41% in Q1 2026, selling an estimated $48.3K and leaving 38,844 shares worth $11.4M. The position accounts for 3.22% of the portfolio, ranked #6.
Walter & Keenan Wealth Management first reported a position in JPM in Q1 2014 and has held it in 49 quarters since. The position peaked at $12.6M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Walter & Keenan Wealth Management held 38,844 shares of JPMorgan Chase worth $11.4M as of Q1 2026.
- Walter & Keenan Wealth Management sold 159 JPMorgan Chase shares in Q1 2026, an estimated $48.3K.
- JPMorgan Chase made up 3.22% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #6 holding.
- Walter & Keenan Wealth Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 49 quarters since.
- Walter & Keenan Wealth Management's JPMorgan Chase position peaked at $12.6M in Q3 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.