Waddell & Reed Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $255M | Sell |
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|
2020
Q4 | $242M | Buy |
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|
2020
Q3 | $112M | Buy |
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|
2020
Q2 | $27.2M | Sell |
|
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|
2020
Q1 | $28.4M | Sell |
|
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|
2019
Q4 | $237M | Sell |
|
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|
2019
Q3 | $233M | Buy |
|
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|
2019
Q2 | $220M | Buy |
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|
2019
Q1 | $193M | Sell |
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|
2018
Q4 | $253M | Sell |
|
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|
2018
Q3 | $379M | Sell |
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|
2018
Q2 | $358M | Sell |
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|
2018
Q1 | $511M | Sell |
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|
2017
Q4 | $600M | Sell |
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|
2017
Q3 | $597M | Sell |
|
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|
2017
Q2 | $626M | Sell |
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|
2017
Q1 | $697M | Sell |
|
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|
2016
Q4 | $741M | Sell |
|
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|
2016
Q3 | $592M | Sell |
|
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|
2016
Q2 | $570M | Sell |
|
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|
2016
Q1 | $677M | Sell |
|
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|
2015
Q4 | $889M | Sell |
|
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|
2015
Q3 | $894M | Buy |
|
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|
2015
Q2 | $825M | Buy |
|
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|
2015
Q1 | $141M | Sell |
|
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|
2014
Q4 | $220M | Sell |
|
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|
2014
Q3 | $228M | Buy |
|
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|
2014
Q2 | $217M | Buy |
|
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|
2014
Q1 | $213M | Sell |
|
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|
2013
Q4 | $207M | Sell |
|
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|
2013
Q3 | $349M | Sell |
|
|||||
|
2013
Q2 | $485M | Buy |
|