Walsh & Associates, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2135144 SARASOTA, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$654,660

+$99,875 QoQ

Shares Held

2,000

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.19%

of 13F equity value

Holder Rank

#4,054

of 5,048 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Walsh & Associates, LLC holds $962,968 across 4 Banks - Diversified names. JPM ranks #1 (68.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,000	$654,660
2	WFC	Wells Fargo & Company/Mn	3,067	$253,456
3	BNY	Bank of New York Mellon Corp	202	$29,211
4	BAC	Bank Of America Corp /De/	450	$25,641

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$654,660	2,000	+6.0%	Shares	Sole	2026-07-21
2026-03-31	$554,785	1,886	-2.3%	Shares	Sole	2026-05-15
2025-12-31	$622,206	1,931	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.