A detailed history of Wallace Capital Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wallace Capital Management Inc. holds 1,881 shares of JPM stock, worth $390,552. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,881
Previous 1,479 27.18%
Holding current value
$390,552
Previous $251,000 49.8%
% of portfolio
0.05%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $67,170 - $80,520
402 Added 27.18%
1,881 $376,000
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $54,276 - $68,120
-400 Reduced 21.29%
1,479 $251,000
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $15,613 - $17,975
-125 Reduced 6.24%
1,879 $244,000
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $5,913 - $7,994
-58 Reduced 2.81%
2,004 $268,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $55,110 - $61,497
358 Added 21.01%
2,062 $327,000
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $7,348 - $8,349
-50 Reduced 2.85%
1,704 $279,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $169,331 - $222,880
1,754 New
1,754 $223,000
Q1 2020

May 14, 2020

SELL
$79.03 - $141.09 $118,624 - $211,776
-1,501 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $11,852 - $14,776
-106 Reduced 6.6%
1,501 $209,000
Q3 2019

Nov 14, 2019

SELL
$104.8 - $120.23 $104,800 - $120,230
-1,000 Reduced 38.36%
1,607 $189,000
Q2 2019

Aug 12, 2019

BUY
$104.64 - $116.12 $104 - $116
1 Added 0.04%
2,607 $291,000
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $18,936 - $20,902
195 Added 8.09%
2,606 $264,000
Q2 2017

Aug 14, 2017

BUY
N/A
2,411
2,411 $220,000

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 $609B
  • 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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