JP Morgan Chase
WMPN

JP Morgan Chase’s William Penn Bancorporation Common Stock WMPN Stock Holding History

JP Morgan Chase’s Portfolio WMPN Stock Details WMPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-177
Closed -$2.02K – 7749
2024
Q2 		$2.02K Sell
177
-10,382
-98% -$125K ﹤0.01% 6527
2024
Q1 		$130K Buy
10,559
+5,647
+115% +$69K ﹤0.01% 5552
2023
Q4 		$60K Buy
+4,912
New +$60.2K ﹤0.01% 5941
2023
Q3 		– Sell
-3,021
Closed -$30.7K – 7781
2023
Q2 		$30.7K Hold
3,021
– – ﹤0.01% 5828
2023
Q1 		$34K Buy
+3,021
New +$35.5K ﹤0.01% 5839
2022
Q4 		– Sell
-50
Closed -$1K – 7080
2022
Q3 		$1K Buy
+50
New +$574 ﹤0.01% 6386

Other funds holding WMPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase's WMPN Position: Q3 2024 in Review

JP Morgan Chase sold out of William Penn Bancorporation Common Stock (WMPN) in Q3 2024, closing a stake of 177 shares — an estimated $2.02K sold.

JP Morgan Chase first reported a position in WMPN in Q3 2022 and held it in 6 quarters. The position peaked at $130K in Q1 2024. 29 funds tracked by Wall St. Rank hold WMPN as of Q3 2024.

  • JP Morgan Chase reported no remaining William Penn Bancorporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 177 William Penn Bancorporation Common Stock shares in Q3 2024, an estimated $2.02K.
  • JP Morgan Chase first reported a position in William Penn Bancorporation Common Stock in Q3 2022 and held it in 6 quarters.
  • JP Morgan Chase's William Penn Bancorporation Common Stock position peaked at $130K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.