JPMorgan Chase & Co’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1M | Sell |
453,740
-92,601
| -17% | -$6.34M | ﹤0.01% | 1460 |
|
|
2025
Q1 | $41.5M | Sell |
546,341
-630,056
| -54% | -$47.8M | ﹤0.01% | 1271 |
|
|
2024
Q4 | $129M | Sell |
1,176,397
-214,831
| -15% | -$23.5M | 0.01% | 750 |
|
|
2024
Q3 | $110M | Sell |
1,391,228
-223,085
| -14% | -$17.7M | 0.01% | 842 |
|
|
2024
Q2 | $118M | Sell |
1,614,313
-34,829
| -2% | -$2.54M | 0.01% | 782 |
|
|
2024
Q1 | $140M | Buy |
1,649,142
+218,014
| +15% | +$18.5M | 0.01% | 733 |
|
|
2023
Q4 | $145M | Buy |
1,431,128
+5,685
| +0.4% | +$577K | 0.01% | 672 |
|
|
2023
Q3 | $144M | Buy |
1,425,443
+468,777
| +49% | +$47.5M | 0.02% | 608 |
|
|
2023
Q2 | $97.3M | Buy |
956,666
+85,298
| +10% | +$8.67M | 0.01% | 791 |
|
|
2023
Q1 | $89.2M | Buy |
871,368
+46,289
| +6% | +$4.74M | 0.01% | 772 |
|
|
2022
Q4 | $69.3M | Buy |
825,079
+243,024
| +42% | +$20.4M | 0.01% | 851 |
|
|
2022
Q3 | $45.3M | Buy |
582,055
+416,826
| +252% | +$32.4M | 0.01% | 988 |
|
|
2022
Q2 | $10.9M | Buy |
165,229
+38,585
| +30% | +$2.55M | ﹤0.01% | 1819 |
|
|
2022
Q1 | $14.9M | Sell |
126,644
-43,729
| -26% | -$5.16M | ﹤0.01% | 1752 |
|
|
2021
Q4 | $22.2M | Sell |
170,373
-5,783
| -3% | -$755K | ﹤0.01% | 1516 |
|
|
2021
Q3 | $24.8M | Buy |
176,156
+17,093
| +11% | +$2.41M | ﹤0.01% | 1406 |
|
|
2021
Q2 | $17.7M | Buy |
159,063
+47,738
| +43% | +$5.31M | ﹤0.01% | 1722 |
|
|
2021
Q1 | $9.83M | Sell |
111,325
-226,279
| -67% | -$20M | ﹤0.01% | 2140 |
|
|
2020
Q4 | $30.9M | Buy |
337,604
+312,094
| +1,223% | +$28.6M | ﹤0.01% | 1181 |
|
|
2020
Q3 | $1.45M | Buy |
25,510
+7,301
| +40% | +$416K | ﹤0.01% | 2935 |
|
|
2020
Q2 | $974K | Sell |
18,209
-235,754
| -93% | -$12.6M | ﹤0.01% | 3025 |
|
|
2020
Q1 | $8.21M | Buy |
253,963
+235,967
| +1,311% | +$7.63M | ﹤0.01% | 1683 |
|
|
2019
Q4 | $757K | Buy |
17,996
+1,360
| +8% | +$57.2K | ﹤0.01% | 3225 |
|
|
2019
Q3 | $729K | Sell |
16,636
-211,882
| -93% | -$9.28M | ﹤0.01% | 3208 |
|
|
2019
Q2 | $13.1M | Buy |
228,518
+209,937
| +1,130% | +$12M | ﹤0.01% | 1578 |
|
|
2019
Q1 | $942K | Buy |
18,581
+11,304
| +155% | +$573K | ﹤0.01% | 3056 |
|
|
2018
Q4 | $261K | Sell |
7,277
-7,433
| -51% | -$267K | ﹤0.01% | 3685 |
|
|
2018
Q3 | $581K | Sell |
14,710
-73,395
| -83% | -$2.9M | ﹤0.01% | 3434 |
|
|
2018
Q2 | $2.15M | Sell |
88,105
-154,703
| -64% | -$3.78M | ﹤0.01% | 2771 |
|
|
2018
Q1 | $5.75M | Sell |
242,808
-24,149
| -9% | -$572K | ﹤0.01% | 2122 |
|
|
2017
Q4 | $5.71M | Buy |
266,957
+128,382
| +93% | +$2.75M | ﹤0.01% | 2164 |
|
|
2017
Q3 | $2.9M | Sell |
138,575
-19,761
| -12% | -$413K | ﹤0.01% | 2463 |
|
|
2017
Q2 | $3.02M | Buy |
158,336
+142,595
| +906% | +$2.72M | ﹤0.01% | 2407 |
|
|
2017
Q1 | $246K | Sell |
15,741
-16,374
| -51% | -$256K | ﹤0.01% | 3415 |
|
|
2016
Q4 | $438K | Buy |
+32,115
| New | +$438K | ﹤0.01% | 3343 |
|
|
2016
Q1 | – | Sell |
-597
| Closed | -$10K | – | 4297 |
|
|
2015
Q4 | $10K | Buy |
+597
| New | +$10K | ﹤0.01% | 3625 |
|