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JPMorgan Chase & Co. shares owned by Wallace Capital Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wallace Capital Management from 13F filings

Historical chart of Wallace Capital Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Wallace Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Wallace Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $471k 2.2k 210.84
2024-06-30 $431k 2.1k 202.26
2024-03-31 $377k 1.9k 200.30
2023-12-31 $252k 1.5k 170.10
2023-09-30 $273k 1.9k 145.02
2023-06-30 $273k 1.9k 145.44
2023-03-31 $245k 1.9k 130.31
2022-12-31 $269k 2.0k 134.10
2022-09-30 $215k 2.1k 104.27
2022-06-30 $239k 2.1k 115.91
2022-03-31 $248k 2.1k 120.27
2021-12-31 $327k 2.1k 158.58
2021-09-30 $279k 1.7k 163.73
2021-06-30 $273k 1.8k 155.64
2021-03-31 $267k 1.8k 152.22
2020-12-31 $223k 1.8k 127.14
2019-12-31 $209k 1.5k 139.24
2019-09-30 $189k 1.6k 117.61
2019-06-30 $291k 2.6k 111.62
2019-03-31 $264k 2.6k 101.30
2018-12-31 $235k 2.4k 97.47
2018-09-30 $272k 2.4k 112.82
2018-06-30 $251k 2.4k 104.11
2018-03-31 $265k 2.4k 109.91
2017-12-31 $258k 2.4k 107.01
2017-09-30 $230k 2.4k 95.40
2017-06-30 $220k 2.4k 91.25
2017-03-31 $205k 2.3k 87.68
2016-12-31 $213k 2.5k 86.30
2014-12-31 $206k 3.3k 62.54