Wallace Capital Management’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 | $691K | Sell |
2,383
-100
| -4% | -$29K | 0.09% | 41 |
|
|
2025
Q1 | $609K | Sell |
2,483
-12
| -0.5% | -$2.94K | 0.08% | 45 |
|
|
2024
Q4 | $598K | Buy |
2,495
+262
| +12% | +$62.8K | 0.08% | 49 |
|
|
2024
Q3 | $471K | Buy |
2,233
+102
| +5% | +$21.5K | 0.06% | 58 |
|
|
2024
Q2 | $431K | Buy |
2,131
+250
| +13% | +$50.6K | 0.06% | 54 |
|
|
2024
Q1 | $377K | Buy |
1,881
+402
| +27% | +$80.5K | 0.05% | 62 |
|
|
2023
Q4 | $252K | Sell |
1,479
-400
| -21% | -$68K | 0.04% | 70 |
|
|
2023
Q3 | $272K | Hold |
1,879
| – | – | 0.04% | 67 |
|
|
2023
Q2 | $273K | Hold |
1,879
| – | – | 0.04% | 73 |
|
|
2023
Q1 | $245K | Sell |
1,879
-125
| -6% | -$16.3K | 0.04% | 60 |
|
|
2022
Q4 | $269K | Sell |
2,004
-58
| -3% | -$7.78K | 0.04% | 59 |
|
|
2022
Q3 | $215K | Hold |
2,062
| – | – | 0.04% | 63 |
|
|
2022
Q2 | $239K | Hold |
2,062
| – | – | 0.04% | 66 |
|
|
2022
Q1 | $248K | Hold |
2,062
| – | – | 0.04% | 64 |
|
|
2021
Q4 | $327K | Buy |
2,062
+358
| +21% | +$56.8K | 0.05% | 61 |
|
|
2021
Q3 | $279K | Sell |
1,704
-50
| -3% | -$8.19K | 0.04% | 64 |
|
|
2021
Q2 | $273K | Hold |
1,754
| – | – | 0.04% | 62 |
|
|
2021
Q1 | $267K | Hold |
1,754
| – | – | 0.04% | 62 |
|
|
2020
Q4 | $223K | Buy |
+1,754
| New | +$223K | 0.03% | 62 |
|
|
2020
Q1 | – | Sell |
-1,501
| Closed | -$209K | – | 67 |
|
|
2019
Q4 | $209K | Sell |
1,501
-106
| -7% | -$14.8K | 0.03% | 58 |
|
|
2019
Q3 | $189K | Sell |
1,607
-1,000
| -38% | -$118K | 0.02% | 61 |
|
|
2019
Q2 | $291K | Buy |
2,607
+1
| +0% | +$112 | 0.04% | 57 |
|
|
2019
Q1 | $264K | Buy |
2,606
+195
| +8% | +$19.8K | 0.04% | 55 |
|
|
2018
Q4 | $235K | Hold |
2,411
| – | – | 0.03% | 60 |
|
|
2018
Q3 | $272K | Hold |
2,411
| – | – | 0.03% | 62 |
|
|
2018
Q2 | $251K | Hold |
2,411
| – | – | 0.03% | 66 |
|
|
2018
Q1 | $265K | Hold |
2,411
| – | – | 0.04% | 64 |
|
|
2017
Q4 | $258K | Hold |
2,411
| – | – | 0.04% | 64 |
|
|
2017
Q3 | $230K | Hold |
2,411
| – | – | 0.04% | 66 |
|
|
2017
Q2 | $220K | Buy |
2,411
+73
| +3% | +$6.66K | 0.04% | 65 |
|
|
2017
Q1 | $205K | Sell |
2,338
-130
| -5% | -$11.4K | 0.04% | 63 |
|
|
2016
Q4 | $213K | Buy |
+2,468
| New | +$213K | 0.04% | 62 |
|
|
2015
Q1 | – | Sell |
-3,294
| Closed | -$206K | – | 56 |
|
|
2014
Q4 | $206K | Buy |
+3,294
| New | +$206K | 0.04% | 53 |
|