JP Morgan Chase
WBK

JP Morgan Chase’s Westpac Banking Corporation WBK Stock Holding History

JP Morgan Chase’s Portfolio WBK Stock Details WBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,119
Closed -$79K – 7367
2021
Q4 		$79K Sell
5,119
-279
-5% -$4.68K ﹤0.01% 5777
2021
Q3 		$100K Sell
5,398
-364
-6% -$6.8K ﹤0.01% 5571
2021
Q2 		$111K Buy
5,762
+1,721
+43% +$34.3K ﹤0.01% 5509
2021
Q1 		$75K Sell
4,041
-238
-6% -$4.2K ﹤0.01% 5454
2020
Q4 		$63K Buy
4,279
+1,151
+37% +$16.1K ﹤0.01% 5107
2020
Q3 		$38K Buy
3,128
+211
+7% +$2.62K ﹤0.01% 5019
2020
Q2 		$36K Buy
2,917
+1,015
+53% +$11.1K ﹤0.01% 4929
2020
Q1 		$20K Buy
1,902
+1,369
+257% +$20.3K ﹤0.01% 4958
2019
Q4 		$9K Sell
533
-4,724
-90% -$85.5K ﹤0.01% 5411
2019
Q3 		$105K Buy
5,257
+3,558
+209% +$69.6K ﹤0.01% 4890
2019
Q2 		$33K Buy
1,699
+29
+2% +$555 ﹤0.01% 5331
2019
Q1 		$31K Buy
1,670
+36
+2% +$671 ﹤0.01% 5285
2018
Q4 		$29K Buy
1,634
+1,438
+734% +$26.7K ﹤0.01% 5247
2018
Q3 		$4K Sell
196
-3,549
-95% -$75K ﹤0.01% 5581
2018
Q2 		$81K Buy
3,745
+869
+30% +$18.9K ﹤0.01% 4913
2018
Q1 		$63K Buy
2,876
+43
+2% +$1.03K ﹤0.01% 4740
2017
Q4 		$69K Sell
2,833
-751
-21% -$18.6K ﹤0.01% 4792
2017
Q3 		$90K Buy
3,584
+292
+9% +$7.34K ﹤0.01% 4333
2017
Q2 		$77K Buy
3,292
+87
+3% +$2.11K ﹤0.01% 4247
2017
Q1 		$86K Hold
3,205
– – ﹤0.01% 4377
2016
Q4 		$76K Sell
3,205
-310
-9% -$7.25K ﹤0.01% 4464
2016
Q3 		$80K Sell
3,515
-106,118
-97% -$2.41M ﹤0.01% 3916
2016
Q2 		$2.42M Buy
109,633
+2,045
+2% +$45.8K ﹤0.01% 2707
2016
Q1 		$2.5M Buy
107,588
+31,904
+42% +$710K ﹤0.01% 2585
2015
Q4 		$1.83M Buy
75,684
+20,425
+37% +$464K ﹤0.01% 2798
2015
Q3 		$1.16M Sell
55,259
-8,285
-13% -$194K ﹤0.01% 3034
2015
Q2 		$1.57M Buy
63,544
+25,539
+67% +$695K ﹤0.01% 3043
2015
Q1 		$1.14M Buy
38,005
+10,323
+37% +$296K ﹤0.01% 3166
2014
Q4 		$744K Buy
27,682
+5,467
+25% +$155K ﹤0.01% 3495
2014
Q3 		$625K Sell
22,215
-151
-0.7% -$4.76K ﹤0.01% 3564
2014
Q2 		$718K Buy
22,366
+1,250
+6% +$40.4K ﹤0.01% 2988
2014
Q1 		$676K Buy
21,116
+5,436
+35% +$159K ﹤0.01% 3025
2013
Q4 		$456K Sell
15,680
-1,411
-8% -$43.1K ﹤0.01% 3530
2013
Q3 		$525K Buy
17,091
+7,901
+86% +$225K ﹤0.01% 3613
2013
Q2 		$242K Buy
+9,190
New +$280K ﹤0.01% 3913

Other funds holding WBK

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
AP
Advisor Partners Walnut Creek, California $1.42B AUM 3.97% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

JP Morgan Chase's WBK Position: Q1 2022 in Review

JP Morgan Chase sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 5,119 shares — an estimated $79K sold.

JP Morgan Chase first reported a position in WBK in Q2 2013 and held it in 35 quarters. The position peaked at $2.5M in Q1 2016. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • JP Morgan Chase reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Chase sold 5,119 Westpac Banking Corporation shares in Q1 2022, an estimated $79K.
  • JP Morgan Chase first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 35 quarters.
  • JP Morgan Chase's Westpac Banking Corporation position peaked at $2.5M in Q1 2016.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on JP Morgan Chase's 13F filing for Q1 2022, filed 11 May 2022.