JPMORGAN CHASE & CO
Holdings in WLY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $19,453,509 | 635,113 | Shares | Defined | 2026-02-11 |
| 2025-09-30 | $26,306,346 | 650,021 | Shares | Defined | 2025-11-26 |
| 2025-06-30 | $25,502,739 | 571,426 | Shares | Defined | 2025-08-12 |
| 2025-03-31 | $21,394,679 | 480,132 | Shares | Other | 2025-05-12 |
| 2024-12-31 | $23,002,820 | 526,260 | Shares | Defined | 2025-02-12 |
| 2024-09-30 | $30,925,352 | 640,940 | Shares | Defined | 2024-12-26 |
| 2024-06-30 | $20,173,764 | 495,670 | Shares | Defined | 2024-12-26 |
| 2024-03-31 | $23,311,573 | 611,371 | Shares | Defined | 2024-12-26 |
| 2023-12-31 | $18,905,356 | 595,632 | Shares | Defined | 2024-12-26 |
| 2023-09-30 | $15,910,017 | 428,034 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $12,756,686 | 374,866 | Shares | Defined | 2023-08-11 |
| 2023-03-31 | $17,667,330 | 455,696 | Shares | Defined | 2023-05-18 |
| 2022-12-31 | $13,423,741 | 335,091 | Shares | Defined | 2023-02-13 |
| 2022-09-30 | $16,231,775 | 432,156 | Shares | Other | 2022-11-14 |
| 2022-06-30 | $34,076,139 | 713,487 | Shares | Other | 2022-08-11 |
| 2022-03-31 | $40,641,078 | 766,379 | Shares | Other | 2022-05-11 |
| 2021-12-31 | $47,271,287 | 825,411 | Shares | Other | 2022-02-11 |
| 2021-09-30 | $22,926,716 | 439,125 | Shares | Other | 2021-11-12 |
| 2021-06-30 | $25,302,079 | 420,440 | Shares | Other | 2021-08-12 |
| 2021-03-31 | $16,540,105 | 305,168 | Shares | Other | 2021-05-12 |
| 2020-09-30 | $3,516,385 | 110,892 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $4,262,232 | 109,288 | Shares | Defined | 2020-08-11 |
| 2020-03-31 | $4,906,241 | 130,868 | Shares | Defined | 2020-05-12 |