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 Q3	$10.1M	Buy	30,542 +305	+1%	+$107K	4.61%	3
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	$9.7M	Sell	30,147 -412	-1%	-$128K	5.32%	4
2025 Q3	$9.6M	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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William B. Walkup & Associates's JPM Position: Q3 2026 in Review

William B. Walkup & Associates increased its JPMorgan Chase (JPM) stake by 1% in Q3 2026, buying an estimated $107K and bringing the position to 30,542 shares worth $10.1M. The position accounts for 4.61% of the portfolio, ranked #3.

William B. Walkup & Associates first reported a position in JPM in Q2 2024 and has held it in 10 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

William B. Walkup & Associates held 30,542 shares of JPMorgan Chase worth $10.1M as of Q3 2026.
William B. Walkup & Associates bought 305 JPMorgan Chase shares in Q3 2026, an estimated $107K.
JPMorgan Chase made up 4.61% of William B. Walkup & Associates's portfolio in Q3 2026, its #3 holding.
William B. Walkup & Associates first reported a position in JPMorgan Chase in Q2 2024 and has held it in 10 quarters since.
4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.