JMPWA
WING icon

JP Morgan Private Wealth Advisors’s Wingstop WING Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WING Stock Details WING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$413K Sell
2,298
-7,769
-77% -$1.34M ﹤0.01% 1327
2023
Q2 		$2.02M Buy
10,067
+378
+4% +$73.9K 0.01% 558
2023
Q1 		$1.78M Buy
9,689
+3,077
+47% +$505K ﹤0.01% 924
2022
Q4 		$910K Buy
6,612
+1,524
+30% +$225K ﹤0.01% 1187
2022
Q3 		$638K Sell
5,088
-97
-2% -$11.6K ﹤0.01% 1356
2022
Q2 		$388K Sell
5,185
-3,184
-38% -$277K ﹤0.01% 1549
2022
Q1 		$982K Sell
8,369
-5,486
-40% -$778K ﹤0.01% 1233
2021
Q4 		$2.39M Buy
13,855
+2,801
+25% +$469K 0.01% 833
2021
Q3 		$1.81M Buy
11,054
+305
+3% +$51.7K ﹤0.01% 937
2021
Q2 		$1.69M Buy
10,749
+6,543
+156% +$943K ﹤0.01% 947
2021
Q1 		$535K Sell
4,206
-4,222
-50% -$594K ﹤0.01% 1286
2020
Q4 		$1.12M Buy
8,428
+6,650
+374% +$868K ﹤0.01% 963
2020
Q3 		$243K Buy
+1,778
New +$261K ﹤0.01% 1446

Other funds holding WING

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Wingstop (WING) stake by 77% in Q3 2023, selling an estimated $1.34M and leaving 2,298 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

JP Morgan Private Wealth Advisors first reported a position in WING in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.39M in Q4 2021. 332 funds tracked by Wall St. Rank hold WING as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,298 shares of Wingstop worth $413K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 7,769 Wingstop shares in Q3 2023, an estimated $1.34M.
  • Wingstop made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1327 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Wingstop in Q3 2020 and has held it in 13 quarters since.
  • JP Morgan Private Wealth Advisors's Wingstop position peaked at $2.39M in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Wingstop as of Q3 2023.

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