JP Morgan Chase
WBT

JP Morgan Chase’s Welbilt, Inc. WBT Stock Holding History

JP Morgan Chase’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-176,706
Closed -$4.21M – 7169
2022
Q2 		$4.21M Sell
176,706
-910,329
-84% -$21.5M ﹤0.01% 2938
2022
Q1 		$25.8M Sell
1,087,035
-662,260
-38% -$15.7M ﹤0.01% 1570
2021
Q4 		$41.6M Sell
1,749,295
-564,706
-24% -$13.4M ﹤0.01% 1309
2021
Q3 		$53.8M Sell
2,314,001
-640,390
-22% -$15.1M 0.01% 1143
2021
Q2 		$68.4M Sell
2,954,391
-2,596,887
-47% -$55.1M 0.01% 1078
2021
Q1 		$90.2M Sell
5,551,278
-94,177
-2% -$1.42M 0.01% 894
2020
Q4 		$74.5M Buy
5,645,455
+872,047
+18% +$7.83M 0.01% 899
2020
Q3 		$28.4M Buy
4,773,408
+308,710
+7% +$2.08M ﹤0.01% 1271
2020
Q2 		$27.2M Sell
4,464,698
-261,254
-6% -$1.41M 0.01% 1184
2020
Q1 		$24.2M Buy
4,725,952
+375,909
+9% +$4.52M 0.01% 1137
2019
Q4 		$67.9M Buy
4,350,043
+152,855
+4% +$2.62M 0.01% 816
2019
Q3 		$70.8M Buy
4,197,188
+655,487
+19% +$10.6M 0.01% 790
2019
Q2 		$58.1M Buy
3,541,701
+2,391,225
+208% +$39.1M 0.01% 893
2019
Q1 		$18.8M Buy
1,150,476
+1,090,862
+1,830% +$15.9M ﹤0.01% 1586
2018
Q4 		$662K Sell
59,614
-165,709
-74% -$2.56M ﹤0.01% 3983
2018
Q3 		$4.7M Buy
225,323
+39,538
+21% +$871K ﹤0.01% 2795
2018
Q2 		$4.14M Buy
185,785
+6,385
+4% +$128K ﹤0.01% 2822
2018
Q1 		$3.49M Buy
+179,400
New +$3.83M ﹤0.01% 2867
2017
Q4 		– Sell
-41,161
Closed -$950K – 5642
2017
Q3 		$950K Buy
+41,161
New +$832K ﹤0.01% 3543
2017
Q2 		– Sell
-4
Closed – – 5323
2017
Q1 		$0 Sell
4
-12,100
-100% -$232K ﹤0.01% 5303
2016
Q4 		$234K Buy
12,104
+12,100
+302,500% +$207K ﹤0.01% 4110
2016
Q3 		$0 Sell
4
-2,089
-100% -$35.7K ﹤0.01% 4914
2016
Q2 		$37K Buy
2,093
+55
+3% +$876 ﹤0.01% 4116
2016
Q1 		$30K Buy
+2,038
New +$29.6K ﹤0.01% 4011

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase's WBT Position: Q3 2022 in Review

JP Morgan Chase sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 176,706 shares — an estimated $4.21M sold.

JP Morgan Chase first reported a position in WBT in Q1 2016 and held it in 24 quarters. The position peaked at $90.2M in Q1 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • JP Morgan Chase reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Chase sold 176,706 Welbilt, Inc. shares in Q3 2022, an estimated $4.21M.
  • JP Morgan Chase first reported a position in Welbilt, Inc. in Q1 2016 and held it in 24 quarters.
  • JP Morgan Chase's Welbilt, Inc. position peaked at $90.2M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on JP Morgan Chase's 13F filing for Q3 2022, filed 14 Nov 2022.