JWA
ASX icon

JFS Wealth Advisors’s ASE Group ASX Stock Holding History

JFS Wealth Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94.2K Hold
2,088
– – ﹤0.01% 445
2026
Q1 		$45.3K Hold
2,088
– – ﹤0.01% 546
2025
Q4 		$33.6K Buy
2,088
+410
+24% +$5.83K ﹤0.01% 618
2025
Q3 		$18.6K Hold
1,678
– – ﹤0.01% 712
2025
Q2 		$17.3K Buy
1,678
+22
+1% +$205 ﹤0.01% 689
2025
Q1 		$14.5K Buy
1,656
+126
+8% +$1.28K ﹤0.01% 759
2024
Q4 		$15.4K Buy
1,530
+27
+2% +$269 ﹤0.01% 715
2024
Q3 		$14.7K Buy
1,503
+304
+25% +$3.09K ﹤0.01% 725
2024
Q2 		$13.7K Hold
1,199
– – ﹤0.01% 696
2024
Q1 		$13.2K Buy
1,199
+17
+1% +$167 ﹤0.01% 730
2023
Q4 		$11.1K Buy
1,182
+161
+16% +$1.33K ﹤0.01% 742
2023
Q3 		$7.68K Sell
1,021
-6
-0.6% -$47 ﹤0.01% 817
2023
Q2 		$8K Buy
1,027
+52
+5% +$400 ﹤0.01% 803
2023
Q1 		$7.77K Buy
975
+88
+10% +$643 ﹤0.01% 810
2022
Q4 		$5.56K Buy
887
+427
+93% +$2.5K ﹤0.01% 955
2022
Q3 		$2K Buy
460
+155
+51% +$873 ﹤0.01% 1274
2022
Q2 		$2K Sell
305
-547
-64% -$3.64K ﹤0.01% 1274
2022
Q1 		$6K Buy
852
+637
+296% +$4.68K ﹤0.01% 948
2021
Q4 		$2K Buy
+215
New +$1.58K ﹤0.01% 1026

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JFS Wealth Advisors's ASX Position: Q2 2026 in Review

JFS Wealth Advisors held its ASE Group (ASX) position steady in Q2 2026 at 2,088 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

JFS Wealth Advisors first reported a position in ASX in Q4 2021 and has held it in 19 quarters since. 485 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • JFS Wealth Advisors held 2,088 shares of ASE Group worth $94.2K as of Q2 2026.
  • JFS Wealth Advisors left its ASE Group share count unchanged in Q2 2026.
  • ASE Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #445 holding.
  • JFS Wealth Advisors first reported a position in ASE Group in Q4 2021 and has held it in 19 quarters since.
  • 485 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.