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Wakefield Asset Management’s JPMorgan Chase JPM Stock Holding History

Wakefield Asset Management’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
2026
Q2 		$6.59M Buy
20,132
+156
+0.8% +$48.4K 1.48% 6
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

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wakefield Asset Management's JPM Position: Q2 2026 in Review

Wakefield Asset Management increased its JPMorgan Chase (JPM) stake by 0.78% in Q2 2026, buying an estimated $48.4K and bringing the position to 20,132 shares worth $6.59M. The position accounts for 1.48% of the portfolio, ranked #6.

Wakefield Asset Management first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wakefield Asset Management held 20,132 shares of JPMorgan Chase worth $6.59M as of Q2 2026.
  • Wakefield Asset Management bought 156 JPMorgan Chase shares in Q2 2026, an estimated $48.4K.
  • JPMorgan Chase made up 1.48% of Wakefield Asset Management's portfolio in Q2 2026, its #6 holding.
  • Wakefield Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.