Wakefield Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.88M	Buy	19,976 +82	+0.4%	+$24.9K	1.56%	5
2025 Q4	$6.41M	Sell	19,894 -307	-2%	-$95K	1.74%	5
2025 Q3	$6.37M	Sell	20,201 -905	-4%	-$269K	1.74%	4
2025 Q2	$6.12M	Sell	21,106 -344	-2%	-$87.8K	1.71%	6
2025 Q1	$5.26M	Buy	21,450 +4,596	+27%	+$1.17M	1.59%	5
2024 Q4	$4.04M	Sell	16,854 -5,993	-26%	-$1.4M	1.36%	12
2024 Q3	$4.82M	Sell	22,847 -149	-0.6%	-$31.4K	1.57%	9
2024 Q2	$4.65M	Buy	22,996 +283	+1%	+$55.3K	1.63%	7
2024 Q1	$4.55M	Sell	22,713 -1,053	-4%	-$190K	1.57%	6
2023 Q4	$4.04M	Buy	23,766 +3,904	+20%	+$592K	1.5%	8
2023 Q3	$2.88M	Sell	19,862 -688	-3%	-$103K	1.3%	17
2023 Q2	$2.99M	Buy	20,550 +15,922	+344%	+$2.19M	1.19%	19
2023 Q1	$603K	Buy	+4,628	New	+$634K	0.25%	117
2022 Q3	–	Sell	-5,617	Closed	-$633K	–	179
2022 Q2	$633K	Buy	+5,617	New	+$696K	0.27%	107
2020 Q2	–	Sell	-2,317	Closed	-$209K	–	180
2020 Q1	$209K	Buy	2,317 +489	+27%	+$59.4K	0.11%	142
2019 Q4	$255K	Buy	+1,828	New	+$234K	0.11%	144