JP Morgan Chase’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53 | Hold |
18
| – | – | ﹤0.01% | 7353 |
|
|
2025
Q4 | $92 | Buy |
18
+16
| +800% | +$158 | ﹤0.01% | 7222 |
|
|
2025
Q3 | $20 | Hold |
2
| – | – | ﹤0.01% | 7285 |
|
|
2025
Q2 | $20 | Sell |
2
-1
| -33% | -$13 | ﹤0.01% | 6955 |
|
|
2025
Q1 | $59 | Buy |
3
+2
| +200% | +$141 | ﹤0.01% | 6956 |
|
|
2024
Q4 | $151 | Sell |
1
-35
| -97% | -$4.78K | ﹤0.01% | 6953 |
|
|
2024
Q3 | $4.74K | Buy |
36
+11
| +44% | +$1.86K | ﹤0.01% | 6498 |
|
|
2024
Q2 | $5.89K | Sell |
25
-4
| -14% | -$2.1K | ﹤0.01% | 6352 |
|
|
2024
Q1 | $20.6K | Sell |
29
-171
| -86% | -$147K | ﹤0.01% | 6218 |
|
|
2023
Q4 | $216K | Buy |
200
+156
| +355% | +$187K | ﹤0.01% | 5353 |
|
|
2023
Q3 | $54.9K | Sell |
44
-161
| -79% | -$414K | ﹤0.01% | 5769 |
|
|
2023
Q2 | $535K | Buy |
205
+166
| +426% | +$479K | ﹤0.01% | 4444 |
|
|
2023
Q1 | $157K | Buy |
39
+10
| +34% | +$55.2K | ﹤0.01% | 5203 |
|
|
2022
Q4 | $133K | Buy |
29
+1
| +4% | +$6.89K | ﹤0.01% | 5225 |
|
|
2022
Q3 | $242K | Buy |
28
+1
| +4% | +$9.72K | ﹤0.01% | 4863 |
|
|
2022
Q2 | $210K | Sell |
27
-11
| -29% | -$104K | ﹤0.01% | 5060 |
|
|
2022
Q1 | $574K | Buy |
38
+10
| +36% | +$110K | ﹤0.01% | 4613 |
|
|
2021
Q4 | $368K | Buy |
28
+1
| +4% | +$18.2K | ﹤0.01% | 5015 |
|
|
2021
Q3 | $623K | Hold |
27
| – | – | ﹤0.01% | 4602 |
|
|
2021
Q2 | $1.35M | Sell |
27
-15
| -36% | -$555K | ﹤0.01% | 4088 |
|
|
2021
Q1 | $1.73M | Sell |
42
-49
| -54% | -$3.52M | ﹤0.01% | 3827 |
|
|
2020
Q4 | $5.39M | Buy |
91
+18
| +25% | +$1.17M | ﹤0.01% | 2754 |
|
|
2020
Q3 | $5.93M | Buy |
73
+53
| +265% | +$3.03M | ﹤0.01% | 2418 |
|
|
2020
Q2 | $1.02M | Buy |
+20
| New | +$217K | ﹤0.01% | 3499 |
|
|
2017
Q1 | – | Sell |
-3
| Closed | -$67K | – | 5256 |
|
|
2016
Q4 | $67K | Buy |
+3
| New | +$64.3K | ﹤0.01% | 4490 |
|
|
2016
Q3 | – | Hold |
0
| – | -$2K | – | 4840 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4615 |
|
Other funds holding WKHS
VCM
VFT
XT
