JPMorgan Chase & Co. shares owned by Waddell & Associates
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 12k | 210.86 |
| 2024-06-30 | $2.4M | 12k | 202.26 |
| 2024-03-31 | $2.3M | 12k | 200.30 |
| 2023-09-30 | $1.8M | 13k | 145.02 |
| 2023-06-30 | $1.8M | 13k | 145.44 |
| 2023-03-31 | $1.4M | 11k | 130.31 |
| 2022-12-31 | $1.4M | 11k | 134.10 |
| 2022-09-30 | $1.1M | 10k | 104.46 |
| 2022-06-30 | $1.2M | 10k | 112.61 |
| 2022-03-31 | $1.4M | 11k | 136.35 |
| 2021-12-31 | $1.4M | 8.6k | 158.34 |
| 2021-09-30 | $1.4M | 8.7k | 163.71 |
| 2021-06-30 | $1.2M | 7.8k | 155.49 |