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JP Morgan Private Wealth Advisors’s Pathward Financial CASH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,028
Closed -$369K – 1996
2021
Q3 		$369K Sell
7,028
-123
-2% -$6.12K ﹤0.01% 1625
2021
Q2 		$362K Buy
+7,151
New +$355K ﹤0.01% 1614

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CASH Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Pathward Financial (CASH) in Q4 2021, closing a stake of 7,028 shares — an estimated $369K sold.

JP Morgan Private Wealth Advisors first reported a position in CASH in Q2 2021 and held it in 2 quarters. The position peaked at $369K in Q3 2021. 201 funds tracked by Wall St. Rank hold CASH as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Pathward Financial position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,028 Pathward Financial shares in Q4 2021, an estimated $369K.
  • JP Morgan Private Wealth Advisors first reported a position in Pathward Financial in Q2 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Pathward Financial position peaked at $369K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.