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Wakefield Asset Management LLLP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wakefield Asset Management LLLP on JPM, newest first. How the timeline and the estimate are built.

Wakefield Asset Management LLLP held 20,132 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,132 shares
    Change vs previous 13F +156 shares

    1.48% of the 13F portfolio, value $6,589,808.

    13F-HR 0001376474-26-000549 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,976 shares
    Change vs previous 13F +82 shares

    1.56% of the 13F portfolio, value $5,876,141.

    13F-HR 0001376474-26-000366 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,894 shares
    Change vs previous 13F -307 shares

    1.74% of the 13F portfolio, value $6,410,245.

    13F-HR 0001376474-26-000128 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,201 shares
    Change vs previous 13F -905 shares

    1.74% of the 13F portfolio, value $6,372,002.

    13F-HR 0001376474-25-000920 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,106 shares
    Change vs previous 13F -344 shares

    1.71% of the 13F portfolio, value $6,118,841.

    13F-HR 0001376474-25-000701 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,450 shares
    Change vs previous 13F +4,596 shares

    1.59% of the 13F portfolio, value $5,261,685.

    13F-HR 0001376474-25-000433 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,854 shares
    Change vs previous 13F -5,993 shares

    1.36% of the 13F portfolio, value $4,040,073.

    13F-HR 0001376474-25-000151 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,847 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $4,817,519.

    13F-HR 0001376474-24-000643 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).