JP Morgan Chase’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.2M | Buy |
191,022
+78,118
| +69% | +$5.45M | ﹤0.01% | 2572 |
|
|
2025
Q4 | $9.74M | Sell |
112,904
-274,711
| -71% | -$24.3M | ﹤0.01% | 2710 |
|
|
2025
Q3 | $33.4M | Sell |
387,615
-66,125
| -15% | -$4.97M | ﹤0.01% | 1686 |
|
|
2025
Q2 | $31.1M | Sell |
453,740
-92,601
| -17% | -$6.37M | ﹤0.01% | 1632 |
|
|
2025
Q1 | $41.5M | Sell |
546,341
-630,056
| -54% | -$59.5M | ﹤0.01% | 1420 |
|
|
2024
Q4 | $129M | Sell |
1,176,397
-214,831
| -15% | -$19.8M | 0.01% | 819 |
|
|
2024
Q3 | $110M | Sell |
1,391,228
-223,085
| -14% | -$16.7M | 0.01% | 908 |
|
|
2024
Q2 | $118M | Sell |
1,614,313
-34,829
| -2% | -$2.74M | 0.01% | 841 |
|
|
2024
Q1 | $140M | Buy |
1,649,142
+218,014
| +15% | +$19.6M | 0.01% | 787 |
|
|
2023
Q4 | $145M | Buy |
1,431,128
+5,685
| +0.4% | +$548K | 0.01% | 727 |
|
|
2023
Q3 | $144M | Buy |
1,425,443
+468,777
| +49% | +$48.7M | 0.02% | 656 |
|
|
2023
Q2 | $97.3M | Buy |
956,666
+85,298
| +10% | +$8.2M | 0.01% | 839 |
|
|
2023
Q1 | $89.2M | Buy |
871,368
+46,289
| +6% | +$4.19M | 0.01% | 837 |
|
|
2022
Q4 | $69.3M | Buy |
825,079
+243,024
| +42% | +$18.8M | 0.01% | 941 |
|
|
2022
Q3 | $45.3M | Buy |
582,055
+416,826
| +252% | +$28.5M | 0.01% | 1089 |
|
|
2022
Q2 | $10.9M | Buy |
165,229
+38,585
| +30% | +$3.21M | ﹤0.01% | 2080 |
|
|
2022
Q1 | $14.9M | Sell |
126,644
-43,729
| -26% | -$4.83M | ﹤0.01% | 2013 |
|
|
2021
Q4 | $22.2M | Sell |
170,373
-5,783
| -3% | -$816K | ﹤0.01% | 1735 |
|
|
2021
Q3 | $24.8M | Buy |
176,156
+17,093
| +11% | +$2.32M | ﹤0.01% | 1591 |
|
|
2021
Q2 | $17.7M | Buy |
159,063
+47,738
| +43% | +$4.64M | ﹤0.01% | 1950 |
|
|
2021
Q1 | $9.83M | Sell |
111,325
-226,279
| -67% | -$22.4M | ﹤0.01% | 2375 |
|
|
2020
Q4 | $30.9M | Buy |
337,604
+312,094
| +1,223% | +$21.9M | 0.01% | 1318 |
|
|
2020
Q3 | $1.45M | Buy |
25,510
+7,301
| +40% | +$406K | ﹤0.01% | 3447 |
|
|
2020
Q2 | $974K | Sell |
18,209
-235,754
| -93% | -$9.66M | ﹤0.01% | 3530 |
|
|
2020
Q1 | $8.21M | Buy |
253,963
+235,967
| +1,311% | +$9.81M | ﹤0.01% | 1890 |
|
|
2019
Q4 | $757K | Buy |
17,996
+1,360
| +8% | +$57.3K | ﹤0.01% | 4027 |
|
|
2019
Q3 | $729K | Sell |
16,636
-211,882
| -93% | -$11.2M | ﹤0.01% | 4009 |
|
|
2019
Q2 | $13.1M | Buy |
228,518
+209,937
| +1,130% | +$11.2M | ﹤0.01% | 1885 |
|
|
2019
Q1 | $942K | Buy |
18,581
+11,304
| +155% | +$497K | ﹤0.01% | 3840 |
|
|
2018
Q4 | $261K | Sell |
7,277
-7,433
| -51% | -$261K | ﹤0.01% | 4465 |
|
|
2018
Q3 | $581K | Sell |
14,710
-73,395
| -83% | -$2.28M | ﹤0.01% | 4214 |
|
|
2018
Q2 | $2.15M | Sell |
88,105
-154,703
| -64% | -$3.89M | ﹤0.01% | 3364 |
|
|
2018
Q1 | $5.75M | Sell |
242,808
-24,149
| -9% | -$555K | ﹤0.01% | 2464 |
|
|
2017
Q4 | $5.71M | Buy |
266,957
+128,382
| +93% | +$2.82M | ﹤0.01% | 2578 |
|
|
2017
Q3 | $2.9M | Sell |
138,575
-19,761
| -12% | -$391K | ﹤0.01% | 2931 |
|
|
2017
Q2 | $3.02M | Buy |
158,336
+142,595
| +906% | +$2.52M | ﹤0.01% | 2805 |
|
|
2017
Q1 | $246K | Sell |
15,741
-16,374
| -51% | -$230K | ﹤0.01% | 3995 |
|
|
2016
Q4 | $438K | Buy |
+32,115
| New | +$492K | ﹤0.01% | 3836 |
|
|
2016
Q1 | – | Sell |
-597
| Closed | -$10K | – | 4979 |
|
|
2015
Q4 | $10K | Buy |
+597
| New | +$10.3K | ﹤0.01% | 4217 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH