Wakefield Asset Management LLLP JPM Holdings History
Wakefield Asset Management LLLP's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Wakefield Asset Management LLLP held 21,450.00 shares of JPMorgan Chase & Co(JPM), totaling $5.26 Mil. This investment constitutes 1.59% of their stock portfolio, and Wakefield Asset Management LLLP now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Wakefield Asset Management LLLP has made 8 purchases of JPM, at an average price of $151.15, for a total of 37,267.00 shares. In addition, there have been 6 sales at an average price of $163.57 for 15,817.00 shares. Based on historical transaction data and JPM's current price of $291.27, Wakefield Asset Management LLLP's estimated gain on his JPM holdings is $3.20 Mil, reflecting a 56.85% gain to date.
Wakefield Asset Management LLLP JPM ($291.27) Holding Chart
Wakefield Asset Management LLLP JPM ($291.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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