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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.87M Sell
30,579
-2
-0% -$580 5.22% 4
2025
Q1
$7.5M Hold
30,581
4.57% 3
2024
Q4
$7.33M Sell
30,581
-81
-0.3% -$19.4K 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 +$6.23M 4.08% 4