Wallace Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Sell |
3,837
-290
| -7% | -$71.1K | 0.68% | 39 |
|
|
2025
Q1 | $989K | Sell |
4,127
-69
| -2% | -$16.5K | 0.68% | 34 |
|
|
2024
Q4 | $885K | Sell |
4,196
-1,254
| -23% | -$264K | 0.61% | 41 |
|
|
2024
Q3 | $1.1M | Sell |
5,450
-77
| -1% | -$15.6K | 0.81% | 27 |
|
|
2024
Q2 | $1.12M | Sell |
5,527
-1,294
| -19% | -$262K | 0.8% | 27 |
|
|
2024
Q1 | $1.16M | Buy |
6,821
+846
| +14% | +$144K | 0.87% | 27 |
|
|
2023
Q4 | $866K | Sell |
5,975
-707
| -11% | -$103K | 0.68% | 35 |
|
|
2023
Q3 | $972K | Buy |
6,682
+262
| +4% | +$38.1K | 0.7% | 34 |
|
|
2023
Q2 | $837K | Hold |
6,420
| – | – | 0.64% | 37 |
|
|
2023
Q1 | $837K | Sell |
6,420
-79
| -1% | -$10.3K | 0.64% | 37 |
|
|
2022
Q4 | $872K | Buy |
+6,499
| New | +$872K | 0.69% | 34 |
|