A detailed history of Wakefield Asset Management Lllp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wakefield Asset Management Lllp holds 22,996 shares of JPM stock, worth $5.1 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
22,996
Previous 22,713 1.25%
Holding current value
$5.1 Million
Previous $4.55 Million 2.24%
% of portfolio
1.71%
Previous 1.61%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$180.08 - $204.79 $50,962 - $57,955
283 Added 1.25%
22,996 $4.65 Million
Q1 2024

May 01, 2024

SELL
$167.09 - $200.3 $175,945 - $210,915
-1,053 Reduced 4.43%
22,713 $4.55 Million
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $529,733 - $664,851
3,904 Added 19.66%
23,766 $4.04 Million
Q3 2023

Nov 01, 2023

SELL
$143.21 - $158.0 $98,528 - $108,704
-688 Reduced 3.35%
19,862 $2.88 Million
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $2.03 Million - $2.32 Million
15,922 Added 344.04%
20,550 $2.99 Million
Q1 2023

May 02, 2023

BUY
$124.91 - $143.8 $578,083 - $665,506
4,628 New
4,628 $603,000
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $632,530 - $763,406
5,617 New
5,617 $633,000
Q2 2020

Jul 28, 2020

SELL
$84.03 - $113.45 $194,697 - $262,863
-2,317 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$79.03 - $141.09 $38,645 - $68,993
489 Added 26.75%
2,317 $209,000
Q4 2019

Jan 27, 2020

BUY
$111.82 - $139.4 $204,406 - $254,823
1,828 New
1,828 $255,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $651B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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