William B. Walkup & Associates, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 2034054 COLUMBIA, SC

Position in JPM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$9,897,477

+$901,771 QoQ

Shares Held

30,237

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.78%

of 13F equity value

Holder Rank

#1,461

of 5,057 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

William B. Walkup & Associates, Inc. holds $14,787,250 across 5 Banks - Diversified names. JPM ranks #1 (66.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	30,237	$9,897,477
2	BNY	Bank of New York Mellon Corp	12,369	$1,788,681
3	WFC	Wells Fargo & Company/Mn	18,842	$1,557,102
4	BAC	Bank Of America Corp /De/	15,044	$857,207
5	C	Citigroup Inc	4,907	$686,783

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,897,477	30,237	-1.1%	Shares	Sole	2026-07-30
2026-03-31	$8,995,706	30,581	+1.4%	Shares	Sole	2026-04-20
2025-12-31	$9,713,966	30,147	-1.3%	Shares	Sole	2026-02-17
2025-09-30	$9,639,225	30,559	-0.1%	Shares	Sole	2025-10-29
2025-06-30	$8,865,157	30,579	-0.0%	Shares	Sole	2025-08-12
2025-03-31	$7,501,519	30,581	0.0%	Shares	Sole	2025-05-13
2024-12-31	$7,330,571	30,581	-0.3%	Shares	Sole	2025-02-14
2024-09-30	$6,465,389	30,662	-0.5%	Shares	Sole	2024-11-15
2024-06-30	$6,230,214	30,803	—	Shares	Sole	2024-08-16
No filing history on record for this holder in this stock.