JPMorgan Chase & Co. shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $919k | 3.2k | 289.93 |
| 2025-06-30 | $941k | 3.8k | 245.32 |
| 2025-03-31 | $989k | 4.1k | 239.70 |
| 2024-12-31 | $885k | 4.2k | 210.90 |
| 2024-09-30 | $1.1M | 5.5k | 202.26 |
| 2024-06-30 | $1.1M | 5.5k | 202.26 |
| 2024-03-31 | $1.2M | 6.8k | 170.10 |
| 2023-12-31 | $867k | 6.0k | 145.02 |
| 2023-09-30 | $972k | 6.7k | 145.44 |
| 2023-06-30 | $837k | 6.4k | 130.31 |
| 2023-03-31 | $837k | 6.4k | 130.31 |
| 2022-12-31 | $872k | 6.5k | 134.10 |
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