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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Sell |
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|
2025
Q1 | $5.26M | Buy |
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|
2024
Q4 | $4.04M | Sell |
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|
2024
Q3 | $4.82M | Sell |
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|
2024
Q2 | $4.65M | Buy |
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|
2024
Q1 | $4.55M | Sell |
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|
2023
Q4 | $4.04M | Buy |
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|
2023
Q3 | $2.88M | Sell |
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|
2023
Q2 | $2.99M | Buy |
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|
2023
Q1 | $603K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $633K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $209K | Buy |
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|
2019
Q4 | $255K | Buy |
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