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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Wallace Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Wallace Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Wallace Capital Management
View all positions for Wallace Capital Management