JP Morgan Chase
WSFS icon

JP Morgan Chase’s WSFS Financial WSFS Stock Holding History

JP Morgan Chase’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.7M Sell
1,096,799
-134,499
-11% -$8.48M ﹤0.01% 1172
2025
Q4 		$68M Sell
1,231,298
-313,210
-20% -$17.1M ﹤0.01% 1171
2025
Q3 		$83.3M Buy
1,544,508
+33,398
+2% +$1.89M 0.01% 1094
2025
Q2 		$83.1M Sell
1,511,110
-74,364
-5% -$3.86M 0.01% 1032
2025
Q1 		$82.2M Sell
1,585,474
-102,350
-6% -$5.51M 0.01% 1033
2024
Q4 		$89.7M Buy
1,687,824
+1,276,078
+310% +$69.4M 0.01% 993
2024
Q3 		$21M Sell
411,746
-35,381
-8% -$1.83M ﹤0.01% 1950
2024
Q2 		$21M Sell
447,127
-6,288
-1% -$278K ﹤0.01% 1839
2024
Q1 		$20.5M Sell
453,415
-4,091
-0.9% -$178K ﹤0.01% 1861
2023
Q4 		$21M Buy
457,506
+161,061
+54% +$6.32M ﹤0.01% 1818
2023
Q3 		$10.8M Sell
296,445
-13,857
-4% -$553K ﹤0.01% 2180
2023
Q2 		$11.7M Buy
310,302
+19,043
+7% +$677K ﹤0.01% 2162
2023
Q1 		$11M Buy
291,259
+8,468
+3% +$389K ﹤0.01% 2194
2022
Q4 		$12.8M Buy
282,791
+38,369
+16% +$1.8M ﹤0.01% 2040
2022
Q3 		$11.4M Buy
244,422
+9,402
+4% +$439K ﹤0.01% 2049
2022
Q2 		$9.42M Sell
235,020
-107,470
-31% -$4.42M ﹤0.01% 2223
2022
Q1 		$16M Sell
342,490
-1,130,621
-77% -$58.6M ﹤0.01% 1956
2021
Q4 		$73.8M Buy
1,473,111
+1,107,875
+303% +$58M 0.01% 1016
2021
Q3 		$18.7M Sell
365,236
-380,940
-51% -$17.1M ﹤0.01% 1824
2021
Q2 		$34.8M Sell
746,176
-51,623
-6% -$2.63M ﹤0.01% 1412
2021
Q1 		$39.7M Buy
797,799
+512,365
+180% +$24.7M 0.01% 1276
2020
Q4 		$12.8M Buy
285,434
+3,334
+1% +$122K ﹤0.01% 2002
2020
Q3 		$7.49M Buy
282,100
+6,348
+2% +$179K ﹤0.01% 2258
2020
Q2 		$7.91M Buy
275,752
+1,978
+0.7% +$52.4K ﹤0.01% 2087
2020
Q1 		$6.82M Buy
273,774
+66,538
+32% +$2.4M ﹤0.01% 2032
2019
Q4 		$9.12M Buy
207,236
+5,879
+3% +$257K ﹤0.01% 2186
2019
Q3 		$8.88M Buy
201,357
+13,842
+7% +$582K ﹤0.01% 2228
2019
Q2 		$7.63M Sell
187,515
-148,864
-44% -$6.17M ﹤0.01% 2311
2019
Q1 		$13M Buy
336,379
+274,011
+439% +$11.4M ﹤0.01% 1834
2018
Q4 		$2.36M Buy
62,368
+7,777
+14% +$327K ﹤0.01% 3160
2018
Q3 		$2.57M Buy
54,591
+1,377
+3% +$70.9K ﹤0.01% 3281
2018
Q2 		$2.84M Buy
53,214
+8,293
+18% +$430K ﹤0.01% 3136
2018
Q1 		$2.15M Sell
44,921
-3,835
-8% -$190K ﹤0.01% 3219
2017
Q4 		$2.33M Buy
48,756
+4,721
+11% +$233K ﹤0.01% 3228
2017
Q3 		$2.14M Sell
44,035
-2,000
-4% -$90.2K ﹤0.01% 3114
2017
Q2 		$2.09M Sell
46,035
-112,024
-71% -$5.12M ﹤0.01% 3016
2017
Q1 		$7.26M Sell
158,059
-32,402
-17% -$1.47M ﹤0.01% 2158
2016
Q4 		$8.83M Buy
190,461
+52,472
+38% +$2.11M ﹤0.01% 2009
2016
Q3 		$5.04M Sell
137,989
-3,170
-2% -$114K ﹤0.01% 2251
2016
Q2 		$4.54M Sell
141,159
-5,932
-4% -$202K ﹤0.01% 2361
2016
Q1 		$4.78M Sell
147,091
-2,078
-1% -$62.8K ﹤0.01% 2249
2015
Q4 		$4.83M Sell
149,169
-3,350
-2% -$107K ﹤0.01% 2246
2015
Q3 		$4.39M Sell
152,519
-79,189
-34% -$2.23M ﹤0.01% 2298
2015
Q2 		$6.34M Buy
231,708
+2,682
+1% +$68.2K ﹤0.01% 2251
2015
Q1 		$5.77M Sell
229,026
-11,697
-5% -$298K ﹤0.01% 2252
2014
Q4 		$6.17M Sell
240,723
-5,310
-2% -$134K ﹤0.01% 2273
2014
Q3 		$5.87M Buy
246,033
+2,970
+1% +$71.8K ﹤0.01% 2260
2014
Q2 		$5.97M Sell
243,063
-5,790
-2% -$134K ﹤0.01% 1993
2014
Q1 		$5.92M Buy
248,853
+1,491
+0.6% +$35.9K ﹤0.01% 1986
2013
Q4 		$6.39M Buy
247,362
+13,785
+6% +$322K ﹤0.01% 2019
2013
Q3 		$4.69M Buy
233,577
+93,363
+67% +$1.87M ﹤0.01% 2222
2013
Q2 		$2.45M Buy
+140,214
New +$2.33M ﹤0.01% 2657

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase's WSFS Position: Q1 2026 in Review

JP Morgan Chase reduced its WSFS Financial (WSFS) stake by 11% in Q1 2026, selling an estimated $8.48M and leaving 1,096,799 shares worth $70.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

JP Morgan Chase first reported a position in WSFS in Q2 2013 and has held it in 52 quarters since. The position peaked at $89.7M in Q4 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • JP Morgan Chase held 1,096,799 shares of WSFS Financial worth $70.7M as of Q1 2026.
  • JP Morgan Chase sold 134,499 WSFS Financial shares in Q1 2026, an estimated $8.48M.
  • WSFS Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1172 holding.
  • JP Morgan Chase first reported a position in WSFS Financial in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's WSFS Financial position peaked at $89.7M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.