JPMorgan Small Cap Equity Fund WK Holdings History
JPMorgan Small Cap Equity Fund's Workiva Inc Holding Summary
As of 2025-03-31, JPMorgan Trust I held - shares of Workiva Inc(WK), totaling N/A. This investment constitutes 0% of their stock portfolio, and JPMorgan Trust I now holds 0% of the outstanding Workiva Inc(WK) stock.
The initial trade took place in 2022Q3. And since then JPMorgan Small Cap Equity Fund has made 4 purchases of WK, at an average price of $74.31, for a total of 548,990.00 shares. In addition, there have been 4 sales at an average price of $87.75 for 548,990.00 shares. Based on historical transaction data and WK's current price of $67.65, JPMorgan Small Cap Equity Fund's estimated gain on his WK holdings is $7.38 Mil, reflecting a 18.09% gain to date.
JPMorgan Small Cap Equity Fund WK ($67.65) Holding Chart
JPMorgan Small Cap Equity Fund WK ($67.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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