SEC 13F Intelligence

Wc Walker & Associates, Inc. / JPM

Wc Walker & Associates, Inc.’s Jpmorgan Chase & Co Position

Does Wc Walker & Associates, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 22.0K shares worth $3M (+1.61% of its 13F portfolio) as of Q4 2022, up from 21.5K shares the prior filed quarter.

Position Value
$3M
Q4 2022
Shares
22.0K
% of Portfolio
+1.61%
Quarters Held
9
currently held

Position History JPM

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202222.0K$3M+1.61%
Q3 202221.5K$3M+1.51%
Q2 202222.0K$2M+1.46%
Q1 202221.9K$3M+1.45%
Q4 202121.5K$3M+1.68%
Q3 202121.0K$3M+1.84%
Q2 202120.7K$3M+1.69%
Q1 202120.0K$3M+1.73%
Q4 202020.1K$3M+1.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wc Walker & Associates, Inc.’s full portfolio or all institutional holders of JPM.