JMPWA
WAFD icon

JP Morgan Private Wealth Advisors’s WaFd WAFD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$362K Sell
14,114
-1,641
-10% -$45.9K ﹤0.01% 1383
2023
Q2 		$418K Sell
15,755
-24,126
-60% -$668K ﹤0.01% 1105
2023
Q1 		$1.2M Sell
39,881
-2,076
-5% -$70.2K ﹤0.01% 1086
2022
Q4 		$1.41M Sell
41,957
-1,141
-3% -$39.9K ﹤0.01% 981
2022
Q3 		$1.29M Sell
43,098
-2,102
-5% -$68.1K ﹤0.01% 1021
2022
Q2 		$1.36M Buy
45,200
+261
+0.6% +$8.19K ﹤0.01% 990
2022
Q1 		$1.48M Sell
44,939
-1,524
-3% -$53.4K ﹤0.01% 1031
2021
Q4 		$1.55M Sell
46,463
-11,523
-20% -$398K ﹤0.01% 1027
2021
Q3 		$1.99M Sell
57,986
-6,029
-9% -$196K ﹤0.01% 902
2021
Q2 		$2.03M Buy
64,015
+6,382
+11% +$208K 0.01% 873
2021
Q1 		$1.77M Buy
57,633
+11,051
+24% +$330K 0.01% 811
2020
Q4 		$1.2M Buy
46,582
+4,170
+10% +$99.2K ﹤0.01% 935
2020
Q3 		$885K Sell
42,412
-1,969
-4% -$46.4K ﹤0.01% 932
2020
Q2 		$1.19M Buy
44,381
+28,029
+171% +$722K 0.01% 749
2020
Q1 		$424K Buy
16,352
+2,714
+20% +$86.7K ﹤0.01% 994
2019
Q4 		$500K Buy
13,638
+2,093
+18% +$76.8K ﹤0.01% 1055
2019
Q3 		$427K Buy
+11,545
New +$412K ﹤0.01% 1051
2019
Q1 		– Sell
-15,329
Closed -$409K – 1520
2018
Q4 		$409K Buy
15,329
+1,157
+8% +$32.5K ﹤0.01% 1044
2018
Q3 		$453K Buy
14,172
+2,668
+23% +$89.8K ﹤0.01% 1105
2018
Q2 		$376K Buy
11,504
+322
+3% +$10.6K ﹤0.01% 1118
2018
Q1 		$387K Buy
11,182
+2,564
+30% +$91K ﹤0.01% 957
2017
Q4 		$295K Buy
8,618
+608
+8% +$20.9K ﹤0.01% 1064
2017
Q3 		$270K Buy
8,010
+33
+0.4% +$1.07K ﹤0.01% 1053
2017
Q2 		$265K Buy
7,977
+79
+1% +$2.62K ﹤0.01% 1059
2017
Q1 		$262K Buy
7,898
+81
+1% +$2.71K ﹤0.01% 1128
2016
Q4 		$269K Buy
7,817
+269
+4% +$8.22K ﹤0.01% 1050
2016
Q3 		$201K Buy
+7,548
New +$194K ﹤0.01% 1144

Other funds holding WAFD

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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 WAFD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its WaFd (WAFD) stake by 10% in Q3 2023, selling an estimated $45.9K and leaving 14,114 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

JP Morgan Private Wealth Advisors first reported a position in WAFD in Q3 2016 and has held it in 27 quarters since. The position peaked at $2.03M in Q2 2021. 214 funds tracked by Wall St. Rank hold WAFD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,114 shares of WaFd worth $362K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,641 WaFd shares in Q3 2023, an estimated $45.9K.
  • WaFd made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1383 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WaFd in Q3 2016 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's WaFd position peaked at $2.03M in Q2 2021.
  • 214 funds tracked by Wall St. Rank held WaFd as of Q3 2023.

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