JP Morgan Chase
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JP Morgan Chase’s Willdan Group WLDN Stock Holding History

JP Morgan Chase’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.46M Buy
32,590
+2,151
+7% +$228K ﹤0.01% 3948
2025
Q4 		$3.16M Sell
30,439
-4,471
-13% -$440K ﹤0.01% 3721
2025
Q3 		$3.38M Sell
34,910
-52,324
-60% -$4.95M ﹤0.01% 3687
2025
Q2 		$5.45M Buy
87,234
+8,602
+11% +$410K ﹤0.01% 3077
2025
Q1 		$3.2M Buy
78,632
+22,904
+41% +$847K ﹤0.01% 3518
2024
Q4 		$2.12M Sell
55,728
-20,858
-27% -$895K ﹤0.01% 4111
2024
Q3 		$3.14M Buy
76,586
+34,699
+83% +$1.25M ﹤0.01% 3604
2024
Q2 		$1.21M Buy
41,887
+7,873
+23% +$235K ﹤0.01% 4148
2024
Q1 		$986K Buy
34,014
+15,493
+84% +$337K ﹤0.01% 4358
2023
Q4 		$398K Buy
18,521
+4,092
+28% +$81.3K ﹤0.01% 4937
2023
Q3 		$295K Buy
14,429
+4,937
+52% +$105K ﹤0.01% 4799
2023
Q2 		$182K Buy
9,492
+556
+6% +$9.35K ﹤0.01% 5128
2023
Q1 		$140K Sell
8,936
-6,822
-43% -$122K ﹤0.01% 5266
2022
Q4 		$281K Buy
15,758
+3,869
+33% +$59.6K ﹤0.01% 4868
2022
Q3 		$176K Sell
11,889
-41,461
-78% -$992K ﹤0.01% 5013
2022
Q2 		$1.47M Sell
53,350
-16,616
-24% -$454K ﹤0.01% 3797
2022
Q1 		$2.15M Buy
69,966
+53,702
+330% +$1.67M ﹤0.01% 3695
2021
Q4 		$572K Sell
16,264
-8,050
-33% -$300K ﹤0.01% 4742
2021
Q3 		$865K Sell
24,314
-30,400
-56% -$1.15M ﹤0.01% 4418
2021
Q2 		$2.06M Buy
54,714
+2,675
+5% +$103K ﹤0.01% 3772
2021
Q1 		$2.14M Buy
52,039
+21,496
+70% +$989K ﹤0.01% 3674
2020
Q4 		$1.27M Buy
30,543
+18,774
+160% +$652K ﹤0.01% 3802
2020
Q3 		$334K Buy
11,769
+8,301
+239% +$224K ﹤0.01% 4158
2020
Q2 		$87K Sell
3,468
-12,203
-78% -$281K ﹤0.01% 4627
2020
Q1 		$334K Buy
15,671
+7,777
+99% +$240K ﹤0.01% 4041
2019
Q4 		$251K Buy
7,894
+2,155
+38% +$68.3K ﹤0.01% 4587
2019
Q3 		$202K Sell
5,739
-887
-13% -$31.6K ﹤0.01% 4628
2019
Q2 		$249K Sell
6,626
-435
-6% -$15.7K ﹤0.01% 4576
2019
Q1 		$262K Buy
7,061
+1,090
+18% +$38.8K ﹤0.01% 4505
2018
Q4 		$209K Buy
5,971
+4,151
+228% +$142K ﹤0.01% 4579
2018
Q3 		$62K Buy
1,820
+225
+14% +$7.02K ﹤0.01% 5125
2018
Q2 		$49K Buy
1,595
+49
+3% +$1.41K ﹤0.01% 5085
2018
Q1 		$44K Sell
1,546
-110
-7% -$2.57K ﹤0.01% 4864
2017
Q4 		$40K Buy
+1,656
New +$44.9K ﹤0.01% 4962
2017
Q3 		– Sell
-3,574
Closed -$109K – 5206
2017
Q2 		$109K Buy
+3,574
New +$112K ﹤0.01% 4147
2017
Q1 		– Sell
-181
Closed -$4K – 5257
2016
Q4 		$4K Sell
181
-4,292
-96% -$87.1K ﹤0.01% 4886
2016
Q3 		$79K Buy
4,473
+2,690
+151% +$38.7K ﹤0.01% 3919
2016
Q2 		$19K Buy
1,783
+1,183
+197% +$12.4K ﹤0.01% 4238
2016
Q1 		$6K Buy
+600
New +$4.99K ﹤0.01% 4343

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase's WLDN Position: Q1 2026 in Review

JP Morgan Chase increased its Willdan Group (WLDN) stake by 7.1% in Q1 2026, buying an estimated $228K and bringing the position to 32,590 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3948.

JP Morgan Chase first reported a position in WLDN in Q1 2016 and has held it in 39 quarters since. The position peaked at $5.45M in Q2 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • JP Morgan Chase held 32,590 shares of Willdan Group worth $2.46M as of Q1 2026.
  • JP Morgan Chase bought 2,151 Willdan Group shares in Q1 2026, an estimated $228K.
  • Willdan Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3948 holding.
  • JP Morgan Chase first reported a position in Willdan Group in Q1 2016 and has held it in 39 quarters since.
  • JP Morgan Chase's Willdan Group position peaked at $5.45M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.