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JP Morgan Private Wealth Advisors’s WEX WEX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$346K Buy
1,841
+562
+44% +$109K ﹤0.01% 1402
2023
Q2 		$233K Sell
1,279
-1,162
-48% -$206K ﹤0.01% 1337
2023
Q1 		$449K Sell
2,441
-665
-21% -$121K ﹤0.01% 1521
2022
Q4 		$508K Buy
3,106
+782
+34% +$122K ﹤0.01% 1471
2022
Q3 		$295K Buy
2,324
+105
+5% +$16.5K ﹤0.01% 1655
2022
Q2 		$345K Sell
2,219
-1,160
-34% -$190K ﹤0.01% 1592
2022
Q1 		$603K Buy
3,379
+343
+11% +$55.9K ﹤0.01% 1453
2021
Q4 		$426K Sell
3,036
-722
-19% -$110K ﹤0.01% 1617
2021
Q3 		$662K Buy
3,758
+584
+18% +$106K ﹤0.01% 1397
2021
Q2 		$615K Sell
3,174
-177
-5% -$36.3K ﹤0.01% 1401
2021
Q1 		$701K Sell
3,351
-118
-3% -$24.9K ﹤0.01% 1195
2020
Q4 		$706K Buy
3,469
+205
+6% +$34.5K ﹤0.01% 1144
2020
Q3 		$454K Buy
3,264
+196
+6% +$30.7K ﹤0.01% 1199
2020
Q2 		$506K Sell
3,068
-370
-11% -$50.8K ﹤0.01% 1089
2020
Q1 		$359K Buy
3,438
+23
+0.7% +$4.29K ﹤0.01% 1064
2019
Q4 		$715K Buy
3,415
+113
+3% +$22.7K ﹤0.01% 915
2019
Q3 		$667K Buy
3,302
+745
+29% +$154K ﹤0.01% 907
2019
Q2 		$532K Sell
2,557
-269
-10% -$54.1K ﹤0.01% 960
2019
Q1 		$543K Buy
2,826
+337
+14% +$56.9K ﹤0.01% 1002
2018
Q4 		$349K Sell
2,489
-1,486
-37% -$245K ﹤0.01% 1097
2018
Q3 		$798K Sell
3,975
-1,655
-29% -$317K ﹤0.01% 902
2018
Q2 		$1.07M Buy
5,630
+686
+14% +$120K 0.01% 748
2018
Q1 		$776K Buy
4,944
+2,178
+79% +$327K 0.01% 719
2017
Q4 		$391K Sell
2,766
-496
-15% -$62.1K ﹤0.01% 960
2017
Q3 		$367K Buy
3,262
+1,038
+47% +$112K ﹤0.01% 961
2017
Q2 		$232K Sell
2,224
-128
-5% -$13.2K ﹤0.01% 1101
2017
Q1 		$243K Sell
2,352
-128
-5% -$14.2K ﹤0.01% 1165
2016
Q4 		$277K Buy
+2,480
New +$268K ﹤0.01% 1035

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its WEX (WEX) stake by 44% in Q3 2023, buying an estimated $109K and bringing the position to 1,841 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

JP Morgan Private Wealth Advisors first reported a position in WEX in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.07M in Q2 2018. 412 funds tracked by Wall St. Rank hold WEX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,841 shares of WEX worth $346K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 562 WEX shares in Q3 2023, an estimated $109K.
  • WEX made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1402 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WEX in Q4 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's WEX position peaked at $1.07M in Q2 2018.
  • 412 funds tracked by Wall St. Rank held WEX as of Q3 2023.

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