Walter Public Investments’s JPMorgan Chase JPM Stock Holding History

Walter Public Investments’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	$14.9M	Sell	45,558 -3,598	-7%	-$1.12M	3.59%	8
2026 Q1	$14.5M	Sell	49,156 -3,540	-7%	-$1.07M	3.46%	9
2025 Q4	$17M	Sell	52,696 -9,219	-15%	-$2.85M	3%	14
2025 Q3	$19.5M	Buy	61,915 +37,368	+152%	+$11.1M	3.21%	15
2025 Q2	$7.12M	Sell	24,547 -33,777	-58%	-$8.62M	1.21%	29
2025 Q1	$14.3M	Buy	+58,324	New	+$14.9M	2.67%	19
2023 Q2	–	Sell	-53,640	Closed	-$6.99M	–	48
2023 Q1	$6.99M	Sell	53,640 -36,810	-41%	-$5.04M	2.11%	23
2022 Q4	$12.1M	Buy	90,450 +9,648	+12%	+$1.22M	4.03%	13
2022 Q3	$8.44M	Buy	80,802 +594	+0.7%	+$68.2K	2.96%	21
2022 Q2	$9.13M	Buy	80,208 +1,279	+2%	+$158K	3.28%	17
2022 Q1	$9.77M	Buy	+78,929	New	+$11.7M	3.3%	15

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Walter Public Investments's JPM Position: Q2 2026 in Review

Walter Public Investments reduced its JPMorgan Chase (JPM) stake by 7.3% in Q2 2026, selling an estimated $1.12M and leaving 45,558 shares worth $14.9M. The position accounts for 3.59% of the portfolio, ranked #8.

Walter Public Investments first reported a position in JPM in Q1 2022 and has held it in 11 quarters since. The position peaked at $19.5M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Walter Public Investments held 45,558 shares of JPMorgan Chase worth $14.9M as of Q2 2026.
Walter Public Investments sold 3,598 JPMorgan Chase shares in Q2 2026, an estimated $1.12M.
JPMorgan Chase made up 3.59% of Walter Public Investments's portfolio in Q2 2026, its #8 holding.
Walter Public Investments first reported a position in JPMorgan Chase in Q1 2022 and has held it in 11 quarters since.
Walter Public Investments's JPMorgan Chase position peaked at $19.5M in Q3 2025.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.