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JP Morgan Private Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OCFC Stock Details OCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$311K Sell
21,517
-1,695
-7% -$28.5K ﹤0.01% 1457
2023
Q2 		$363K Sell
23,212
-24,589
-51% -$383K ﹤0.01% 1161
2023
Q1 		$883K Sell
47,801
-4,830
-9% -$107K ﹤0.01% 1217
2022
Q4 		$1.12M Sell
52,631
-1,535
-3% -$33.5K ﹤0.01% 1093
2022
Q3 		$1.01M Sell
54,166
-2,438
-4% -$48.7K ﹤0.01% 1131
2022
Q2 		$1.08M Buy
56,604
+1,761
+3% +$33.8K ﹤0.01% 1109
2022
Q1 		$1.1M Sell
54,843
-924
-2% -$20.6K ﹤0.01% 1178
2021
Q4 		$1.24M Sell
55,767
-4,657
-8% -$102K ﹤0.01% 1135
2021
Q3 		$1.29M Buy
60,424
+4,163
+7% +$85.3K ﹤0.01% 1092
2021
Q2 		$1.17M Buy
56,261
+7,270
+15% +$163K ﹤0.01% 1116
2021
Q1 		$1.17M Buy
48,991
+8,261
+20% +$178K ﹤0.01% 970
2020
Q4 		$759K Buy
40,730
+10,309
+34% +$169K ﹤0.01% 1111
2020
Q3 		$416K Sell
30,421
-1,355
-4% -$21.3K ﹤0.01% 1226
2020
Q2 		$560K Buy
31,776
+20,802
+190% +$333K ﹤0.01% 1039
2020
Q1 		$175K Buy
+10,974
New +$232K ﹤0.01% 1311
2017
Q4 		– Sell
-8,138
Closed -$224K – 1316
2017
Q3 		$224K Buy
+8,138
New +$212K ﹤0.01% 1123
2017
Q2 		– Sell
-8,000
Closed -$225K – 1323
2017
Q1 		$225K Sell
8,000
-2,000
-20% -$58.2K ﹤0.01% 1196
2016
Q4 		$300K Buy
+10,000
New +$233K ﹤0.01% 991

Other funds holding OCFC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its OceanFirst Financial (OCFC) stake by 7.3% in Q3 2023, selling an estimated $28.5K and leaving 21,517 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

JP Morgan Private Wealth Advisors first reported a position in OCFC in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.29M in Q3 2021. 182 funds tracked by Wall St. Rank hold OCFC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 21,517 shares of OceanFirst Financial worth $311K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,695 OceanFirst Financial shares in Q3 2023, an estimated $28.5K.
  • OceanFirst Financial made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1457 holding.
  • JP Morgan Private Wealth Advisors first reported a position in OceanFirst Financial in Q4 2016 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's OceanFirst Financial position peaked at $1.29M in Q3 2021.
  • 182 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2023.

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