Wallace Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $703K | Sell |
2,390
-30
| -1% | -$9.11K | 0.08% | 45 |
|
|
2025
Q4 | $780K | Buy |
2,420
+110
| +5% | +$34.1K | 0.09% | 42 |
|
|
2025
Q3 | $729K | Sell |
2,310
-73
| -3% | -$21.7K | 0.09% | 44 |
|
|
2025
Q2 | $691K | Sell |
2,383
-100
| -4% | -$25.5K | 0.09% | 41 |
|
|
2025
Q1 | $609K | Sell |
2,483
-12
| -0.5% | -$3.06K | 0.08% | 45 |
|
|
2024
Q4 | $598K | Buy |
2,495
+262
| +12% | +$61K | 0.08% | 49 |
|
|
2024
Q3 | $471K | Buy |
2,233
+102
| +5% | +$21.5K | 0.06% | 58 |
|
|
2024
Q2 | $431K | Buy |
2,131
+250
| +13% | +$48.9K | 0.06% | 54 |
|
|
2024
Q1 | $377K | Buy |
1,881
+402
| +27% | +$72.5K | 0.05% | 62 |
|
|
2023
Q4 | $252K | Sell |
1,479
-400
| -21% | -$60.6K | 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% | -$17.1K | 0.04% | 60 |
|
|
2022
Q4 | $269K | Sell |
2,004
-58
| -3% | -$7.35K | 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% | +$58.8K | 0.05% | 61 |
|
|
2021
Q3 | $279K | Sell |
1,704
-50
| -3% | -$7.84K | 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 | +$196K | 0.03% | 62 |
|
|
2020
Q1 | – | Sell |
-1,501
| Closed | -$209K | – | 67 |
|
|
2019
Q4 | $209K | Sell |
1,501
-106
| -7% | -$13.6K | 0.03% | 58 |
|
|
2019
Q3 | $189K | Sell |
1,607
-1,000
| -38% | -$113K | 0.02% | 61 |
|
|
2019
Q2 | $291K | Buy |
2,607
+1
| +0% | +$110 | 0.04% | 57 |
|
|
2019
Q1 | $264K | Buy |
2,606
+195
| +8% | +$20.1K | 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% | +$6.3K | 0.04% | 65 |
|
|
2017
Q1 | $205K | Sell |
2,338
-130
| -5% | -$11.5K | 0.04% | 63 |
|
|
2016
Q4 | $213K | Buy |
+2,468
| New | +$188K | 0.04% | 62 |
|
|
2015
Q1 | – | Sell |
-3,294
| Closed | -$206K | – | 56 |
|
|
2014
Q4 | $206K | Buy |
+3,294
| New | +$198K | 0.04% | 53 |
|
Other funds holding JPM
VCM
VPM
Wallace Capital Management's JPM Position: Q1 2026 in Review
Wallace Capital Management reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $9.11K and leaving 2,390 shares worth $703K. The position accounts for 0.08% of the portfolio, ranked #45.
Wallace Capital Management first reported a position in JPM in Q4 2014 and has held it in 36 quarters since. The position peaked at $780K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Wallace Capital Management held 2,390 shares of JPMorgan Chase worth $703K as of Q1 2026.
- Wallace Capital Management sold 30 JPMorgan Chase shares in Q1 2026, an estimated $9.11K.
- JPMorgan Chase made up 0.08% of Wallace Capital Management's portfolio in Q1 2026, its #45 holding.
- Wallace Capital Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 36 quarters since.
- Wallace Capital Management's JPMorgan Chase position peaked at $780K in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Wallace Capital Management's 13F filing for Q1 2026, filed 15 May 2026.