William B. Walkup & Associates’s JPMorgan Chase JPM Stock Holding History

William B. Walkup & 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	$9.9M	Sell	30,237 -344	-1%	-$107K	4.77%	4
2026 Q1	$7.5M	Buy	30,581 +434	+1%	+$132K	4.48%	3
2025 Q4	$9.71M	Sell	30,147 -412	-1%	-$128K	5.32%	4
2025 Q3	$9.64M	Sell	30,559 -20	-0.1%	-$5.95K	5.16%	3
2025 Q2	$8.87M	Sell	30,579 -2	-0%	-$510	5.22%	4
2025 Q1	$7.5M	Hold	30,581	–	–	4.57%	3
2024 Q4	$7.33M	Sell	30,581 -81	-0.3%	-$18.9K	4.64%	4
2024 Q3	$6.47M	Sell	30,662 -141	-0.5%	-$29.7K	4%	4
2024 Q2	$6.23M	Buy	+30,803	New	+$6.02M	4.08%	4

Other funds holding JPM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

William B. Walkup & Associates's JPM Position: Q2 2026 in Review

William B. Walkup & Associates reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $107K and leaving 30,237 shares worth $9.9M. The position accounts for 4.77% of the portfolio, ranked #4.

William B. Walkup & Associates first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

William B. Walkup & Associates held 30,237 shares of JPMorgan Chase worth $9.9M as of Q2 2026.
William B. Walkup & Associates sold 344 JPMorgan Chase shares in Q2 2026, an estimated $107K.
JPMorgan Chase made up 4.77% of William B. Walkup & Associates's portfolio in Q2 2026, its #4 holding.
William B. Walkup & Associates first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.