WC Walker & Associates’s JPMorgan Chase JPM Stock Holding History

WC Walker & 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
2022 Q4	$3.05M	Buy	22,003 +537	+3%	+$68K	1.62%	19
2022 Q3	$2.66M	Sell	21,466 -498	-2%	-$57.1K	1.51%	22
2022 Q2	$2.48M	Buy	21,964 +53	+0.2%	+$6.57K	1.46%	24
2022 Q1	$2.79M	Buy	21,911 +409	+2%	+$60.4K	1.45%	22
2021 Q4	$3.4M	Buy	21,502 +470	+2%	+$77.2K	1.68%	18
2021 Q3	$3.44M	Buy	21,032 +364	+2%	+$57.1K	1.84%	19
2021 Q2	$3.23M	Buy	20,668 +644	+3%	+$101K	1.69%	21
2021 Q1	$3.05M	Sell	20,024 -102	-0.5%	-$14.7K	1.73%	18
2020 Q4	$2.98M	Buy	+20,126	New	+$2.25M	1.71%	16

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WC Walker & Associates's JPM Position: Q4 2022 in Review

WC Walker & Associates increased its JPMorgan Chase (JPM) stake by 2.5% in Q4 2022, buying an estimated $68K and bringing the position to 22,003 shares worth $3.05M. The position accounts for 1.62% of the portfolio, ranked #19.

WC Walker & Associates first reported a position in JPM in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.44M in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

WC Walker & Associates held 22,003 shares of JPMorgan Chase worth $3.05M as of Q4 2022.
WC Walker & Associates bought 537 JPMorgan Chase shares in Q4 2022, an estimated $68K.
JPMorgan Chase made up 1.62% of WC Walker & Associates's portfolio in Q4 2022, its #19 holding.
WC Walker & Associates first reported a position in JPMorgan Chase in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's JPMorgan Chase position peaked at $3.44M in Q3 2021.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.