A detailed history of Wallace Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 5,450 shares of JPM stock, worth $1.33 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
5,450
Previous 5,527 1.39%
Holding current value
$1.33 Million
Previous $1.12 Billion 1.39%
% of portfolio
0.81%
Previous 0.8%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$194.9 - $224.8 $15,007 - $17,309
-77 Reduced 1.39%
5,450 $1.1 Billion
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $233,023 - $264,998
-1,294 Reduced 18.97%
5,527 $1.12 Billion
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $141,358 - $169,453
846 Added 14.16%
6,821 $1.16 Billion
Q4 2023

Jan 08, 2024

SELL
$135.69 - $170.3 $95,932 - $120,402
-707 Reduced 10.58%
5,975 $866 Million
Q3 2023

Oct 05, 2023

BUY
$143.21 - $158.0 $37,521 - $41,396
262 Added 4.08%
6,682 $972 Million
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $9,867 - $11,360
-79 Reduced 1.22%
6,420 $837 Million
Q4 2022

Feb 21, 2023

BUY
$101.96 - $137.84 $662,638 - $895,822
6,499 New
6,499 $872 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $718B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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