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JP Morgan Private Wealth Advisors’s First Financial Bankshares FFIN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$388K Sell
15,431
-1,479
-9% -$42.9K ﹤0.01% 1353
2023
Q2 		$482K Sell
16,910
-6,443
-28% -$183K ﹤0.01% 1045
2023
Q1 		$745K Buy
23,353
+526
+2% +$18.3K ﹤0.01% 1309
2022
Q4 		$785K Sell
22,827
-3,585
-14% -$136K ﹤0.01% 1266
2022
Q3 		$1.1M Sell
26,412
-2,104
-7% -$90.4K ﹤0.01% 1087
2022
Q2 		$1.12M Sell
28,516
-3,054
-10% -$125K ﹤0.01% 1087
2022
Q1 		$1.39M Buy
31,570
+1,264
+4% +$60.4K ﹤0.01% 1056
2021
Q4 		$1.54M Buy
30,306
+1,984
+7% +$101K ﹤0.01% 1029
2021
Q3 		$1.3M Buy
28,322
+2,160
+8% +$102K ﹤0.01% 1087
2021
Q2 		$1.28M Buy
26,162
+7,995
+44% +$393K ﹤0.01% 1081
2021
Q1 		$849K Sell
18,167
-2,539
-12% -$110K ﹤0.01% 1112
2020
Q4 		$749K Buy
20,706
+833
+4% +$27.3K ﹤0.01% 1116
2020
Q3 		$555K Buy
19,873
+37
+0.2% +$1.1K ﹤0.01% 1109
2020
Q2 		$573K Sell
19,836
-8,480
-30% -$238K ﹤0.01% 1024
2020
Q1 		$760K Buy
28,316
+434
+2% +$13.6K ﹤0.01% 798
2019
Q4 		$979K Sell
27,882
-173
-0.6% -$5.96K ﹤0.01% 801
2019
Q3 		$935K Sell
28,055
-4,016
-13% -$126K ﹤0.01% 779
2019
Q2 		$987K Sell
32,071
-313
-1% -$9.41K 0.01% 755
2019
Q1 		$936K Buy
32,384
+1,884
+6% +$57.5K ﹤0.01% 822
2018
Q4 		$880K Buy
30,500
+1,024
+3% +$30.8K 0.01% 791
2018
Q3 		$871K Sell
29,476
-688
-2% -$20K ﹤0.01% 868
2018
Q2 		$768K Sell
30,164
-240
-0.8% -$6.17K ﹤0.01% 859
2018
Q1 		$704K Sell
30,404
-1,102
-3% -$25.9K ﹤0.01% 759
2017
Q4 		$710K Buy
31,506
+4,072
+15% +$92.7K ﹤0.01% 757
2017
Q3 		$620K Buy
27,434
+14,284
+109% +$299K ﹤0.01% 776
2017
Q2 		$291K Buy
13,150
+1,760
+15% +$35.3K ﹤0.01% 1020
2017
Q1 		$229K Buy
+11,390
New +$243K ﹤0.01% 1187
2016
Q4 		– Sell
-11,234
Closed -$205K – 1256
2016
Q3 		$205K Buy
+11,234
New +$197K ﹤0.01% 1136

Other funds holding FFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FFIN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its First Financial Bankshares (FFIN) stake by 8.7% in Q3 2023, selling an estimated $42.9K and leaving 15,431 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

JP Morgan Private Wealth Advisors first reported a position in FFIN in Q3 2016 and has held it in 28 quarters since. The position peaked at $1.54M in Q4 2021. 272 funds tracked by Wall St. Rank hold FFIN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 15,431 shares of First Financial Bankshares worth $388K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,479 First Financial Bankshares shares in Q3 2023, an estimated $42.9K.
  • First Financial Bankshares made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1353 holding.
  • JP Morgan Private Wealth Advisors first reported a position in First Financial Bankshares in Q3 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's First Financial Bankshares position peaked at $1.54M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.