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
2017
Q3 		– Sell
-150,000
Closed -$8.5M – 5238
2017
Q2 		$8.5M Buy
+150,000
New +$8.13M ﹤0.01% 2086
2016
Q4 		– Sell
-50,500
Closed -$2.45M – 5174
2016
Q3 		$2.45M Buy
+50,500
New +$2.25M ﹤0.01% 2685

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.