JP Morgan Chase’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51.9M | Sell |
338,457
-2,377
| -0.7% | -$372K | ﹤0.01% | 1377 |
|
|
2025
Q4 | $50.8M | Sell |
340,834
-39,633
| -10% | -$5.97M | ﹤0.01% | 1356 |
|
|
2025
Q3 | $59.9M | Sell |
380,467
-705,328
| -65% | -$117M | ﹤0.01% | 1293 |
|
|
2025
Q2 | $159M | Buy |
1,085,795
+17,691
| +2% | +$2.38M | 0.01% | 755 |
|
|
2025
Q1 | $168M | Sell |
1,068,104
-978,510
| -48% | -$161M | 0.01% | 734 |
|
|
2024
Q4 | $359M | Buy |
2,046,614
+1,052,087
| +106% | +$197M | 0.03% | 468 |
|
|
2024
Q3 | $209M | Sell |
994,527
-56,365
| -5% | -$10.5M | 0.02% | 669 |
|
|
2024
Q2 | $186M | Buy |
1,050,892
+199,008
| +23% | +$40.6M | 0.02% | 683 |
|
|
2024
Q1 | $202M | Sell |
851,884
-181,252
| -18% | -$39M | 0.02% | 650 |
|
|
2023
Q4 | $201M | Sell |
1,033,136
-291,488
| -22% | -$52.9M | 0.02% | 607 |
|
|
2023
Q3 | $249M | Buy |
1,324,624
+52,897
| +4% | +$10.2M | 0.03% | 487 |
|
|
2023
Q2 | $232M | Sell |
1,271,727
-65,157
| -5% | -$11.5M | 0.03% | 518 |
|
|
2023
Q1 | $246M | Buy |
1,336,884
+39,312
| +3% | +$7.16M | 0.03% | 485 |
|
|
2022
Q4 | $212M | Buy |
1,297,572
+9,178
| +0.7% | +$1.43M | 0.03% | 503 |
|
|
2022
Q3 | $164M | Sell |
1,288,394
-69,520
| -5% | -$10.9M | 0.03% | 551 |
|
|
2022
Q2 | $211M | Sell |
1,357,914
-167,099
| -11% | -$27.4M | 0.03% | 490 |
|
|
2022
Q1 | $272M | Sell |
1,525,013
-842,408
| -36% | -$137M | 0.04% | 469 |
|
|
2021
Q4 | $332M | Sell |
2,367,421
-962,446
| -29% | -$147M | 0.04% | 433 |
|
|
2021
Q3 | $587M | Buy |
3,329,867
+153,404
| +5% | +$28M | 0.08% | 274 |
|
|
2021
Q2 | $616M | Buy |
3,176,463
+794,128
| +33% | +$163M | 0.08% | 277 |
|
|
2021
Q1 | $498M | Sell |
2,382,335
-62,537
| -3% | -$13.2M | 0.07% | 305 |
|
|
2020
Q4 | $498M | Buy |
2,444,872
+176,477
| +8% | +$29.7M | 0.08% | 271 |
|
|
2020
Q3 | $320M | Buy |
2,268,395
+81,480
| +4% | +$12.8M | 0.06% | 338 |
|
|
2020
Q2 | $361M | Buy |
2,186,915
+658,302
| +43% | +$90.3M | 0.07% | 275 |
|
|
2020
Q1 | $160M | Buy |
1,528,613
+455,271
| +42% | +$85M | 0.04% | 441 |
|
|
2019
Q4 | $225M | Sell |
1,073,342
-91,601
| -8% | -$18.4M | 0.05% | 398 |
|
|
2019
Q3 | $235M | Buy |
1,164,943
+195,538
| +20% | +$40.5M | 0.05% | 391 |
|
|
2019
Q2 | $198M | Sell |
969,405
-171,978
| -15% | -$34.6M | 0.04% | 455 |
|
|
2019
Q1 | $219M | Buy |
1,141,383
+311,484
| +38% | +$52.6M | 0.05% | 409 |
|
|
2018
Q4 | $116M | Sell |
829,899
-602,912
| -42% | -$99.2M | 0.03% | 571 |
|
|
2018
Q3 | $288M | Sell |
1,432,811
-14,381
| -1% | -$2.76M | 0.06% | 347 |
|
|
2018
Q2 | $276M | Sell |
1,447,192
-373,189
| -21% | -$65.1M | 0.06% | 347 |
|
|
2018
Q1 | $285M | Sell |
1,820,381
-1,933,012
| -52% | -$291M | 0.07% | 321 |
|
|
2017
Q4 | $530M | Sell |
3,753,393
-239,929
| -6% | -$30M | 0.12% | 199 |
|
|
2017
Q3 | $453M | Buy |
3,993,322
+468,452
| +13% | +$50.8M | 0.11% | 230 |
|
|
2017
Q2 | $368M | Buy |
3,524,870
+701,688
| +25% | +$72.2M | 0.09% | 256 |
|
|
2017
Q1 | $292M | Buy |
2,823,182
+986,969
| +54% | +$110M | 0.07% | 291 |
|
|
2016
Q4 | $205M | Buy |
1,836,213
+453,440
| +33% | +$49.1M | 0.05% | 387 |
|
|
2016
Q3 | $149M | Sell |
1,382,773
-16,683
| -1% | -$1.63M | 0.04% | 443 |
|
|
2016
Q2 | $124M | Buy |
1,399,456
+515,569
| +58% | +$46M | 0.03% | 500 |
|
|
2016
Q1 | $73.7M | Buy |
883,887
+345,335
| +64% | +$25M | 0.02% | 653 |
|
|
2015
Q4 | $47.6M | Buy |
538,552
+70,518
| +15% | +$6.4M | 0.01% | 821 |
|
|
2015
Q3 | $40.6M | Sell |
468,034
-167
| -0% | -$16.6K | 0.01% | 879 |
|
|
2015
Q2 | $53.4M | Buy |
468,201
+460,000
| +5,609% | +$52.2M | 0.01% | 851 |
|
|
2015
Q1 | $880K | Sell |
8,201
-5,371
| -40% | -$542K | ﹤0.01% | 3282 |
|
|
2014
Q4 | $1.34M | Buy |
13,572
+9,942
| +274% | +$1.06M | ﹤0.01% | 3194 |
|
|
2014
Q3 | $400K | Buy |
3,630
+36
| +1% | +$3.96K | ﹤0.01% | 3751 |
|
|
2014
Q2 | $377K | Sell |
3,594
-445
| -11% | -$42.5K | ﹤0.01% | 3204 |
|
|
2014
Q1 | $384K | Sell |
4,039
-3,738
| -48% | -$342K | ﹤0.01% | 3219 |
|
|
2013
Q4 | $770K | Sell |
7,777
-9,926
| -56% | -$932K | ﹤0.01% | 3272 |
|
|
2013
Q3 | $1.55M | Buy |
17,703
+4,887
| +38% | +$413K | ﹤0.01% | 2973 |
|
|
2013
Q2 | $983K | Buy |
+12,816
| New | +$951K | ﹤0.01% | 3270 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
