JP Morgan Private Wealth Advisors’s Provident Financial Services PFS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PFS Stock Details PFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-27,803	Closed	-$533K	–	1796
2023 Q1	$533K	Sell	27,803 -3,407	-11%	-$75.4K	﹤0.01%	1451
2022 Q4	$667K	Sell	31,210 -557	-2%	-$12K	﹤0.01%	1335
2022 Q3	$619K	Sell	31,767 -1,191	-4%	-$27.8K	﹤0.01%	1367
2022 Q2	$734K	Sell	32,958 -1,827	-5%	-$40.8K	﹤0.01%	1289
2022 Q1	$814K	Sell	34,785 -123	-0.4%	-$2.96K	﹤0.01%	1311
2021 Q4	$845K	Sell	34,908 -3,658	-9%	-$89.6K	﹤0.01%	1327
2021 Q3	$905K	Buy	38,566 +1,256	+3%	+$27.7K	﹤0.01%	1262
2021 Q2	$854K	Buy	37,310 +4,501	+14%	+$109K	﹤0.01%	1267
2021 Q1	$731K	Buy	32,809 +1,078	+3%	+$22K	﹤0.01%	1176
2020 Q4	$570K	Buy	31,731 +2,897	+10%	+$44.2K	﹤0.01%	1241
2020 Q3	$352K	Sell	28,834 -770	-3%	-$10.4K	﹤0.01%	1296
2020 Q2	$428K	Buy	+29,604	New	+$396K	﹤0.01%	1172

Other funds holding PFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PFS Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Provident Financial Services (PFS) in Q2 2023, closing a stake of 27,803 shares — an estimated $533K sold.

JP Morgan Private Wealth Advisors first reported a position in PFS in Q2 2020 and held it in 12 quarters. The position peaked at $905K in Q3 2021. 189 funds tracked by Wall St. Rank hold PFS as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Provident Financial Services position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 27,803 Provident Financial Services shares in Q2 2023, an estimated $533K.
JP Morgan Private Wealth Advisors first reported a position in Provident Financial Services in Q2 2020 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's Provident Financial Services position peaked at $905K in Q3 2021.
189 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.