JP Morgan Chase
WRK

JP Morgan Chase’s WestRock Company WRK Stock Holding History

JP Morgan Chase’s Portfolio WRK Stock Details WRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,357,079
Closed -$320M – 7830
2024
Q2 		$320M Buy
6,357,079
+1,007,919
+19% +$50.9M 0.03% 480
2024
Q1 		$265M Buy
5,349,160
+1,618,285
+43% +$70.7M 0.02% 564
2023
Q4 		$155M Buy
3,730,875
+776,761
+26% +$29.9M 0.01% 701
2023
Q3 		$106M Buy
2,954,114
+74,185
+3% +$2.43M 0.01% 790
2023
Q2 		$83.7M Buy
2,879,929
+351,035
+14% +$10.2M 0.01% 913
2023
Q1 		$77.1M Sell
2,528,894
-75,621
-3% -$2.5M 0.01% 903
2022
Q4 		$91.6M Sell
2,604,515
-75,264
-3% -$2.62M 0.01% 806
2022
Q3 		$82.8M Sell
2,679,779
-85,793
-3% -$3.39M 0.01% 798
2022
Q2 		$110M Buy
2,765,572
+12,082
+0.4% +$568K 0.02% 713
2022
Q1 		$129M Sell
2,753,490
-843,648
-23% -$38.5M 0.02% 730
2021
Q4 		$160M Sell
3,597,138
-671,976
-16% -$31.6M 0.02% 670
2021
Q3 		$213M Sell
4,269,114
-2,125,655
-33% -$107M 0.03% 557
2021
Q2 		$340M Buy
6,394,769
+482,325
+8% +$27M 0.04% 447
2021
Q1 		$308M Buy
5,912,444
+1,038,148
+21% +$48.5M 0.04% 447
2020
Q4 		$212M Sell
4,874,296
-3,916,969
-45% -$162M 0.03% 512
2020
Q3 		$301M Buy
8,791,265
+146,630
+2% +$4.53M 0.05% 362
2020
Q2 		$244M Buy
8,644,635
+338,299
+4% +$9.61M 0.05% 384
2020
Q1 		$235M Buy
8,306,336
+98,892
+1% +$3.55M 0.06% 320
2019
Q4 		$352M Sell
8,207,444
-616,199
-7% -$24M 0.07% 303
2019
Q3 		$322M Buy
8,823,643
+153,160
+2% +$5.47M 0.06% 308
2019
Q2 		$310M Sell
8,670,483
-642,086
-7% -$23.6M 0.06% 319
2019
Q1 		$357M Sell
9,312,569
-1,538,135
-14% -$60.2M 0.07% 283
2018
Q4 		$410M Sell
10,850,704
-4,768,746
-31% -$210M 0.09% 228
2018
Q3 		$835M Sell
15,619,450
-524,995
-3% -$29.4M 0.16% 135
2018
Q2 		$921M Sell
16,144,445
-850,514
-5% -$52.2M 0.19% 112
2018
Q1 		$1.09B Sell
16,994,959
-1,296,865
-7% -$85.7M 0.23% 88
2017
Q4 		$1.16B Buy
18,291,824
+3,596,914
+24% +$218M 0.24% 79
2017
Q3 		$834M Sell
14,694,910
-1,584,108
-10% -$90.4M 0.18% 114
2017
Q2 		$922M Sell
16,279,018
-564,332
-3% -$30.6M 0.21% 95
2017
Q1 		$876M Sell
16,843,350
-1,013,393
-6% -$53.5M 0.2% 103
2016
Q4 		$907M Buy
17,856,743
+205,773
+1% +$10.1M 0.22% 100
2016
Q3 		$856M Buy
17,650,970
+3,748,192
+27% +$167M 0.21% 108
2016
Q2 		$540M Sell
13,902,778
-2,367,692
-15% -$88.8M 0.13% 171
2016
Q1 		$572M Buy
16,270,470
+3,100,411
+24% +$101M 0.15% 160
2015
Q4 		$541M Buy
13,170,059
+2,043,048
+18% +$93M 0.14% 177
2015
Q3 		$516M Buy
+11,127,011
New +$596M 0.14% 175

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's WRK Position: Q3 2024 in Review

JP Morgan Chase sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 6,357,079 shares — an estimated $320M sold.

JP Morgan Chase first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $1.16B in Q4 2017. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • JP Morgan Chase reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 6,357,079 WestRock Company shares in Q3 2024, an estimated $320M.
  • JP Morgan Chase first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
  • JP Morgan Chase's WestRock Company position peaked at $1.16B in Q4 2017.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.