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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wallace Advisory Group's JPM Position: Q1 2026 in Review

Wallace Advisory Group increased its JPMorgan Chase (JPM) stake by 0.75% in Q1 2026, buying an estimated $3.94K and bringing the position to 1,745 shares worth $513K. The position accounts for 0.55% of the portfolio, ranked #40.

Wallace Advisory Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.16M in Q1 2024. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Wallace Advisory Group held 1,745 shares of JPMorgan Chase worth $513K as of Q1 2026.
Wallace Advisory Group bought 13 JPMorgan Chase shares in Q1 2026, an estimated $3.94K.
JPMorgan Chase made up 0.55% of Wallace Advisory Group's portfolio in Q1 2026, its #40 holding.
Wallace Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's JPMorgan Chase position peaked at $1.16M in Q1 2024.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.