WAM
Wakefield Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Sell |
21,106
-344
| -2% | -$99.7K | 1.71% | 6 |
|
|
2025
Q1 | $5.26M | Buy |
21,450
+4,596
| +27% | +$1.13M | 1.59% | 5 |
|
|
2024
Q4 | $4.04M | Sell |
16,854
-5,993
| -26% | -$1.44M | 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% | +$57.2K | 1.63% | 7 |
|
|
2024
Q1 | $4.55M | Sell |
22,713
-1,053
| -4% | -$211K | 1.57% | 6 |
|
|
2023
Q4 | $4.04M | Buy |
23,766
+3,904
| +20% | +$664K | 1.5% | 8 |
|
|
2023
Q3 | $2.88M | Sell |
19,862
-688
| -3% | -$99.8K | 1.3% | 17 |
|
|
2023
Q2 | $2.99M | Buy |
20,550
+15,922
| +344% | +$2.32M | 1.19% | 19 |
|
|
2023
Q1 | $603K | Buy |
+4,628
| New | +$603K | 0.25% | 117 |
|
|
2022
Q3 | – | Sell |
-5,617
| Closed | -$633K | – | 179 |
|
|
2022
Q2 | $633K | Buy |
+5,617
| New | +$633K | 0.27% | 107 |
|
|
2020
Q2 | – | Sell |
-2,317
| Closed | -$209K | – | 180 |
|
|
2020
Q1 | $209K | Buy |
2,317
+489
| +27% | +$44.1K | 0.11% | 142 |
|
|
2019
Q4 | $255K | Buy |
+1,828
| New | +$255K | 0.11% | 144 |
|