JMPWA
WSFS icon

JP Morgan Private Wealth Advisors’s WSFS Financial WSFS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,269
Closed -$461K – 1924
2023
Q1 		$461K Sell
12,269
-724
-6% -$33.2K ﹤0.01% 1511
2022
Q4 		$589K Buy
12,993
+430
+3% +$20.2K ﹤0.01% 1402
2022
Q3 		$584K Sell
12,563
-302
-2% -$14.1K ﹤0.01% 1389
2022
Q2 		$516K Sell
12,865
-625
-5% -$25.7K ﹤0.01% 1444
2022
Q1 		$629K Buy
13,490
+826
+7% +$42.8K ﹤0.01% 1430
2021
Q4 		$635K Sell
12,664
-1,713
-12% -$89.7K ﹤0.01% 1454
2021
Q3 		$738K Sell
14,377
-73
-0.5% -$3.28K ﹤0.01% 1353
2021
Q2 		$673K Sell
14,450
-1,218
-8% -$62K ﹤0.01% 1371
2021
Q1 		$780K Buy
15,668
+1,292
+9% +$62.2K ﹤0.01% 1146
2020
Q4 		$645K Sell
14,376
-76
-0.5% -$2.79K ﹤0.01% 1189
2020
Q3 		$390K Buy
14,452
+1,165
+9% +$32.9K ﹤0.01% 1253
2020
Q2 		$381K Buy
+13,287
New +$352K ﹤0.01% 1217

Other funds holding WSFS

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of WSFS Financial (WSFS) in Q2 2023, closing a stake of 12,269 shares — an estimated $461K sold.

JP Morgan Private Wealth Advisors first reported a position in WSFS in Q2 2020 and held it in 12 quarters. The position peaked at $780K in Q1 2021. 208 funds tracked by Wall St. Rank hold WSFS as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining WSFS Financial position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,269 WSFS Financial shares in Q2 2023, an estimated $461K.
  • JP Morgan Private Wealth Advisors first reported a position in WSFS Financial in Q2 2020 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's WSFS Financial position peaked at $780K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2023.

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