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Waddell & Reed Financial’s JPMorgan Chase JPM Stock Holding History

Waddell & Reed Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-40,000
Closed -$3.45M – 566
2016
Q4 		$3.45M Buy
+40,000
New +$3.05M 0.01% 522

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waddell & Reed Financial's JPM Position: Q1 2021 in Review

Waddell & Reed Financial reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2021, selling an estimated $32.7M and leaving 1,675,379 shares worth $255M. The position accounts for 0.52% of the portfolio, ranked #43.

Waddell & Reed Financial first reported a position in JPM in Q2 2013 and has held it in 32 quarters since. The position peaked at $894M in Q3 2015. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Waddell & Reed Financial held 1,675,379 shares of JPMorgan Chase worth $255M as of Q1 2021.
  • Waddell & Reed Financial sold 227,640 JPMorgan Chase shares in Q1 2021, an estimated $32.7M.
  • JPMorgan Chase made up 0.52% of Waddell & Reed Financial's portfolio in Q1 2021, its #43 holding.
  • Waddell & Reed Financial first reported a position in JPMorgan Chase in Q2 2013 and has held it in 32 quarters since.
  • Waddell & Reed Financial's JPMorgan Chase position peaked at $894M in Q3 2015.
  • 3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.