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JPMorgan Chase & Co. shares owned by Wakefield Asset Management L

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wakefield Asset Management L from 13F filings

Historical chart of Wakefield Asset Management L investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Wakefield Asset Management L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Wakefield Asset Management L

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 24k 170.10
2023-09-30 $2.9M 20k 145.02
2023-06-30 $3.0M 21k 145.44
2023-03-31 $603k 4.6k 130.31
2022-06-30 $633k 5.6k 112.69
2020-03-31 $209k 2.3k 90.20
2019-12-31 $255k 1.8k 139.50