JMPWA
WBS icon

JP Morgan Private Wealth Advisors’s Webster Financial WBS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$418K Sell
10,359
-2,114
-17% -$89.9K ﹤0.01% 1320
2023
Q2 		$471K Sell
12,473
-18,382
-60% -$679K ﹤0.01% 1062
2023
Q1 		$1.22M Sell
30,855
-1,334
-4% -$64K ﹤0.01% 1082
2022
Q4 		$1.52M Sell
32,189
-341
-1% -$17.1K ﹤0.01% 947
2022
Q3 		$1.47M Buy
32,530
+653
+2% +$30.2K ﹤0.01% 965
2022
Q2 		$1.34M Buy
31,877
+713
+2% +$34.3K ﹤0.01% 995
2022
Q1 		$1.75M Buy
31,164
+3,467
+13% +$206K ﹤0.01% 958
2021
Q4 		$1.55M Sell
27,697
-2,936
-10% -$165K ﹤0.01% 1028
2021
Q3 		$1.67M Buy
30,633
+967
+3% +$48.1K ﹤0.01% 975
2021
Q2 		$1.58M Sell
29,666
-176
-0.6% -$9.76K ﹤0.01% 982
2021
Q1 		$1.65M Sell
29,842
-83
-0.3% -$4.42K 0.01% 833
2020
Q4 		$1.26M Sell
29,925
-1,805
-6% -$65.2K ﹤0.01% 919
2020
Q3 		$838K Sell
31,730
-1,280
-4% -$34.7K ﹤0.01% 951
2020
Q2 		$944K Buy
33,010
+16,832
+104% +$446K ﹤0.01% 833
2020
Q1 		$370K Buy
16,178
+12,161
+303% +$495K ﹤0.01% 1053
2019
Q4 		$214K Buy
+4,017
New +$193K ﹤0.01% 1373
2017
Q1 		– Sell
-5,338
Closed -$290K – 1371
2016
Q4 		$290K Buy
+5,338
New +$245K ﹤0.01% 1011
2015
Q3 		– Sell
-6,335
Closed -$251K – 1145
2015
Q2 		$251K Buy
6,335
+5
+0.1% +$189 ﹤0.01% 905
2015
Q1 		$235K Buy
+6,330
New +$213K ﹤0.01% 981

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Webster Financial (WBS) stake by 17% in Q3 2023, selling an estimated $89.9K and leaving 10,359 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

JP Morgan Private Wealth Advisors first reported a position in WBS in Q1 2015 and has held it in 19 quarters since. The position peaked at $1.75M in Q1 2022. 443 funds tracked by Wall St. Rank hold WBS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,359 shares of Webster Financial worth $418K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,114 Webster Financial shares in Q3 2023, an estimated $89.9K.
  • Webster Financial made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1320 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Webster Financial in Q1 2015 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's Webster Financial position peaked at $1.75M in Q1 2022.
  • 443 funds tracked by Wall St. Rank held Webster Financial as of Q3 2023.

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