SEC 13F Intelligence

Waddell & Reed Financial Inc / JPM

Waddell & Reed Financial Inc’s Jpmorgan Chase & Co Position

Does Waddell & Reed Financial Inc own Jpmorgan Chase & Co (JPM)? Yes — 1.68M shares worth $255M (+0.52% of its 13F portfolio) as of Q1 2021, down from 1.90M shares the prior filed quarter.

Position Value
$255M
Q1 2021
Shares
1.68M
% of Portfolio
+0.52%
Quarters Held
10
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $253MQ4 ’18Q1 ’19: $193MQ2 ’19: $220MQ2 ’19Q3 ’19: $233MQ4 ’19: $237MQ4 ’19Q1 ’20: $28MQ2 ’20: $27MQ2 ’20Q3 ’20: $112MQ4 ’20: $242MQ4 ’20Q1 ’21: $255Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20211.68M$255M+0.52%
Q4 20201.90M$242M+0.51%
Q3 20201.16M$112M+0.27%
Q2 2020289.3K$27M+0.07%
Q1 2020315.3K$28M+0.09%
Q4 20191.70M$237M+0.59%
Q3 20191.98M$233M+0.60%
Q2 20191.97M$220M+0.54%
Q1 20191.91M$193M+0.48%
Q4 20182.59M$253M+0.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waddell & Reed Financial Inc’s full portfolio or all institutional holders of JPM.