J.P. Morgan Private Wealth Advisors’s Workday WDAY Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio WDAY Stock Details WDAY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$14.6M	Sell	68,063 -4,326	-6%	-$929K	0.04%	316
2023 Q2	$16.4M	Buy	72,389 +154	+0.2%	+$34.8K	0.08%	178
2023 Q1	$14.9M	Buy	72,235 +39,938	+124%	+$8.25M	0.03%	352
2022 Q4	$5.4M	Sell	32,297 -774	-2%	-$130K	0.01%	560
2022 Q3	$5.03M	Buy	33,071 +1,125	+4%	+$171K	0.01%	556
2022 Q2	$4.46M	Sell	31,946 -7,997	-20%	-$1.12M	0.01%	600
2022 Q1	$9.57M	Sell	39,943 -13,162	-25%	-$3.15M	0.02%	451
2021 Q4	$14.5M	Buy	53,105 +2,972	+6%	+$812K	0.03%	369
2021 Q3	$12.5M	Buy	50,133 +8,878	+22%	+$2.22M	0.03%	384
2021 Q2	$9.85M	Buy	41,255 +4,629	+13%	+$1.11M	0.03%	418
2021 Q1	$9.1M	Sell	36,626 -31,557	-46%	-$7.84M	0.03%	385
2020 Q4	$16.3M	Buy	68,183 +13,328	+24%	+$3.19M	0.05%	295
2020 Q3	$11.8M	Sell	54,855 -10,054	-15%	-$2.16M	0.05%	303
2020 Q2	$12.2M	Buy	64,909 +3,755	+6%	+$704K	0.06%	261
2020 Q1	$7.96M	Buy	61,154 +15,507	+34%	+$2.02M	0.05%	295
2019 Q4	$7.51M	Buy	45,647 +12,830	+39%	+$2.11M	0.03%	353
2019 Q3	$5.58M	Sell	32,817 -3,546	-10%	-$603K	0.03%	382
2019 Q2	$7.48M	Sell	36,363 -5,718	-14%	-$1.18M	0.04%	319
2019 Q1	$8.12M	Buy	42,081 +2,608	+7%	+$503K	0.04%	314
2018 Q4	$6.3M	Buy	39,473 +10,227	+35%	+$1.63M	0.04%	326
2018 Q3	$4.27M	Sell	29,246 -217	-0.7%	-$31.7K	0.02%	463
2018 Q2	$3.57M	Sell	29,463 -3,316	-10%	-$402K	0.02%	470
2018 Q1	$4.17M	Buy	32,779 +6,191	+23%	+$787K	0.03%	356
2017 Q4	$2.71M	Sell	26,588 -2,471	-9%	-$251K	0.02%	435
2017 Q3	$3.06M	Sell	29,059 -1,990	-6%	-$210K	0.02%	393
2017 Q2	$3.01M	Sell	31,049 -3,562	-10%	-$345K	0.02%	389
2017 Q1	$2.88M	Sell	34,611 -18,276	-35%	-$1.52M	0.02%	406
2016 Q4	$3.5M	Sell	52,887 -9,917	-16%	-$655K	0.03%	330
2016 Q3	$5.76M	Sell	62,804 -17,193	-21%	-$1.58M	0.05%	264
2016 Q2	$5.97M	Sell	79,997 -12,505	-14%	-$934K	0.06%	242
2016 Q1	$7.11M	Sell	92,502 -53,868	-37%	-$4.14M	0.07%	208
2015 Q4	$11.7M	Sell	146,370 -7,344	-5%	-$585K	0.12%	165
2015 Q3	$10.6M	Buy	153,714 +8,922	+6%	+$614K	0.13%	156
2015 Q2	$11.1M	Buy	144,792 +21,922	+18%	+$1.67M	0.13%	177
2015 Q1	$10.4M	Buy	122,870 +8,616	+8%	+$727K	0.12%	178
2014 Q4	$9.33M	Buy	114,254 +16,167	+16%	+$1.32M	0.11%	190
2014 Q3	$8.09M	Buy	98,087 +52,009	+113%	+$4.29M	0.1%	200
2014 Q2	$4.14M	Buy	46,078 +14,422	+46%	+$1.3M	0.07%	220
2014 Q1	$2.89M	Buy	31,656 +6,474	+26%	+$592K	0.05%	242
2013 Q4	$2.1M	Buy	25,182 +12,594	+100%	+$1.05M	0.04%	248
2013 Q3	$1.02M	Buy	12,588 +2,721	+28%	+$220K	0.02%	330
2013 Q2	$632K	Buy	+9,867	New	+$632K	0.02%	384