JMPWA
WK icon

JP Morgan Private Wealth Advisors’s Workiva WK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$661K Buy
6,527
+147
+2% +$15.3K ﹤0.01% 1129
2023
Q2 		$649K Sell
6,380
-14
-0.2% -$1.35K ﹤0.01% 929
2023
Q1 		$655K Sell
6,394
-27
-0.4% -$2.45K ﹤0.01% 1356
2022
Q4 		$539K Sell
6,421
-33
-0.5% -$2.56K ﹤0.01% 1445
2022
Q3 		$502K Sell
6,454
-71
-1% -$4.85K ﹤0.01% 1454
2022
Q2 		$431K Sell
6,525
-38
-0.6% -$3.16K ﹤0.01% 1513
2022
Q1 		$774K Buy
6,563
+27
+0.4% +$2.98K ﹤0.01% 1331
2021
Q4 		$853K Sell
6,536
-42
-0.6% -$5.92K ﹤0.01% 1326
2021
Q3 		$927K Hold
6,578
– – ﹤0.01% 1249
2021
Q2 		$732K Buy
6,578
+3,811
+138% +$370K ﹤0.01% 1338
2021
Q1 		$244K Sell
2,767
-3,853
-58% -$381K ﹤0.01% 1609
2020
Q4 		$607K Buy
6,620
+133
+2% +$9.34K ﹤0.01% 1214
2020
Q3 		$362K Buy
6,487
+300
+5% +$16.7K ﹤0.01% 1284
2020
Q2 		$331K Buy
+6,187
New +$254K ﹤0.01% 1265
2020
Q1 		– Sell
-6,109
Closed -$257K – 1548
2019
Q4 		$257K Hold
6,109
– – ﹤0.01% 1300
2019
Q3 		$268K Buy
6,109
+200
+3% +$10.5K ﹤0.01% 1230
2019
Q2 		$343K Hold
5,909
– – ﹤0.01% 1097
2019
Q1 		$300K Buy
+5,909
New +$260K ﹤0.01% 1207

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WK Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Workiva (WK) stake by 2.3% in Q3 2023, buying an estimated $15.3K and bringing the position to 6,527 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

JP Morgan Private Wealth Advisors first reported a position in WK in Q1 2019 and has held it in 18 quarters since. The position peaked at $927K in Q3 2021. 332 funds tracked by Wall St. Rank hold WK as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,527 shares of Workiva worth $661K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 147 Workiva shares in Q3 2023, an estimated $15.3K.
  • Workiva made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1129 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Workiva in Q1 2019 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Workiva position peaked at $927K in Q3 2021.
  • 332 funds tracked by Wall St. Rank held Workiva as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.