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Wallace Advisory Group’s JPMorgan Chase JPM Stock Holding History

Wallace Advisory Group’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
Q2 		$562K Sell
1,716
-29
-2% -$9.01K 0.53% 46
2026
Q1 		$513K Buy
1,745
+13
+0.8% +$3.94K 0.55% 40
2025
Q4 		$558K Sell
1,732
-1,439
-45% -$446K 0.59% 38
2025
Q3 		$919K Sell
3,171
-666
-17% -$198K 0.74% 33
2025
Q2 		$941K Sell
3,837
-290
-7% -$74K 0.68% 39
2025
Q1 		$989K Sell
4,127
-69
-2% -$17.6K 0.68% 34
2024
Q4 		$885K Sell
4,196
-1,254
-23% -$292K 0.61% 41
2024
Q3 		$1.1M Sell
5,450
-77
-1% -$16.2K 0.81% 27
2024
Q2 		$1.12M Sell
5,527
-1,294
-19% -$253K 0.8% 27
2024
Q1 		$1.16M Buy
6,821
+846
+14% +$153K 0.87% 27
2023
Q4 		$866K Sell
5,975
-707
-11% -$107K 0.68% 35
2023
Q3 		$972K Buy
6,682
+262
+4% +$39.3K 0.7% 34
2023
Q2 		$837K Hold
6,420
– – 0.64% 37
2023
Q1 		$837K Sell
6,420
-79
-1% -$10.8K 0.64% 37
2022
Q4 		$872K Buy
+6,499
New +$823K 0.69% 34

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wallace Advisory Group's JPM Position: Q2 2026 in Review

Wallace Advisory Group reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $9.01K and leaving 1,716 shares worth $562K. The position accounts for 0.53% of the portfolio, ranked #46.

Wallace Advisory Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q1 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wallace Advisory Group held 1,716 shares of JPMorgan Chase worth $562K as of Q2 2026.
  • Wallace Advisory Group sold 29 JPMorgan Chase shares in Q2 2026, an estimated $9.01K.
  • JPMorgan Chase made up 0.53% of Wallace Advisory Group's portfolio in Q2 2026, its #46 holding.
  • Wallace Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's JPMorgan Chase position peaked at $1.16M in Q1 2024.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.