Waddell & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
11,022
-855
| -7% | -$248K | 0.34% | 31 |
|
|
2025
Q1 | $2.91M | Buy |
11,877
+617
| +5% | +$151K | 0.35% | 30 |
|
|
2024
Q4 | $2.7M | Sell |
11,260
-599
| -5% | -$144K | 0.28% | 31 |
|
|
2024
Q3 | $2.5M | Buy |
11,859
+9
| +0.1% | +$1.9K | 0.3% | 30 |
|
|
2024
Q2 | $2.4M | Buy |
11,850
+201
| +2% | +$40.7K | 0.32% | 30 |
|
|
2024
Q1 | $2.33M | Buy |
11,649
+202
| +2% | +$40.5K | 0.32% | 27 |
|
|
2023
Q4 | $1.95M | Sell |
11,447
-1,077
| -9% | -$183K | 0.26% | 29 |
|
|
2023
Q3 | $1.82M | Sell |
12,524
-33
| -0.3% | -$4.79K | 0.27% | 36 |
|
|
2023
Q2 | $1.83M | Buy |
12,557
+1,996
| +19% | +$290K | 0.27% | 33 |
|
|
2023
Q1 | $1.38M | Sell |
10,561
-107
| -1% | -$13.9K | 0.22% | 40 |
|
|
2022
Q4 | $1.43M | Buy |
10,668
+320
| +3% | +$42.9K | 0.24% | 37 |
|
|
2022
Q3 | $1.08M | Buy |
10,348
+3
| +0% | +$313 | 0.21% | 37 |
|
|
2022
Q2 | $1.17M | Sell |
10,345
-260
| -2% | -$29.3K | 0.24% | 37 |
|
|
2022
Q1 | $1.45M | Buy |
10,605
+2,022
| +24% | +$276K | 0.23% | 32 |
|
|
2021
Q4 | $1.36M | Sell |
8,583
-158
| -2% | -$25K | 0.22% | 32 |
|
|
2021
Q3 | $1.43M | Buy |
8,741
+972
| +13% | +$159K | 0.24% | 26 |
|
|
2021
Q2 | $1.21K | Buy |
+7,769
| New | +$1.21K | 0.18% | 24 |
|