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JP Morgan Private Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.9M Buy
+50,210
New +$3.46M 0.01% 556
2023
Q2 		– Sell
-57,320
Closed -$3.49M – 1925
2023
Q1 		$3.49M Buy
57,320
+12,610
+28% +$787K 0.01% 691
2022
Q4 		$2.57M Buy
44,710
+4,324
+11% +$260K 0.01% 755
2022
Q3 		$2.38M Buy
40,386
+4,690
+13% +$333K 0.01% 783
2022
Q2 		$1.98M Buy
35,696
+1,716
+5% +$111K 0.01% 861
2022
Q1 		$2.46M Sell
33,980
-13,088
-28% -$991K 0.01% 831
2021
Q4 		$3.98M Sell
47,068
-3,452
-7% -$322K 0.01% 670
2021
Q3 		$4.48M Sell
50,520
-135,988
-73% -$11.5M 0.01% 620
2021
Q2 		$14.9M Buy
186,508
+75,900
+69% +$6.46M 0.04% 359
2021
Q1 		$9.91M Sell
110,608
-422
-0.4% -$28.5K 0.03% 374
2020
Q4 		$5.65M Sell
111,030
-1,164
-1% -$59.6K 0.02% 450
2020
Q3 		$5.07M Buy
112,194
+93,796
+510% +$4.17M 0.02% 422
2020
Q2 		$754K Buy
18,398
+6,944
+61% +$236K ﹤0.01% 917
2020
Q1 		$244K Buy
11,454
+1,094
+11% +$34.8K ﹤0.01% 1211
2019
Q4 		$380K Buy
10,360
+376
+4% +$13.1K ﹤0.01% 1143
2019
Q3 		$339K Buy
+9,984
New +$330K ﹤0.01% 1141
2019
Q1 		– Sell
-10,970
Closed -$277K – 1521
2018
Q4 		$277K Sell
10,970
-54
-0.5% -$1.54K ﹤0.01% 1208
2018
Q3 		$362K Sell
11,024
-8,698
-44% -$276K ﹤0.01% 1210
2018
Q2 		$605K Buy
19,722
+9,788
+99% +$262K ﹤0.01% 948
2018
Q1 		$262K Buy
9,934
+734
+8% +$19.4K ﹤0.01% 1095
2017
Q4 		$238K Sell
9,200
-282
-3% -$7.19K ﹤0.01% 1128
2017
Q3 		$236K Buy
9,482
+988
+12% +$23K ﹤0.01% 1102
2017
Q2 		$206K Sell
8,494
-5,296
-38% -$135K ﹤0.01% 1143
2017
Q1 		$370K Buy
13,790
+1,888
+16% +$46K ﹤0.01% 983
2016
Q4 		$288K Sell
11,902
-1,396
-10% -$35.6K ﹤0.01% 1012
2016
Q3 		$340K Sell
13,298
-10,610
-44% -$277K ﹤0.01% 933
2016
Q2 		$623K Sell
23,908
-1,268
-5% -$34.8K 0.01% 713
2016
Q1 		$689K Sell
25,176
-5,592
-18% -$152K 0.01% 652
2015
Q4 		$899K Buy
30,768
+834
+3% +$28.6K 0.01% 546
2015
Q3 		$1.14M Buy
+29,934
New +$1.22M 0.01% 439
2015
Q2 		– Sell
-28,102
Closed -$1.12M – 1145
2015
Q1 		$1.12M Sell
28,102
-1,868
-6% -$74.1K 0.01% 500
2014
Q4 		$1.13M Sell
29,970
-6,832
-19% -$237K 0.01% 504
2014
Q3 		$1.23M Buy
36,802
+9,222
+33% +$319K 0.02% 461
2014
Q2 		$990K Buy
27,580
+748
+3% +$24.6K 0.02% 411
2014
Q1 		$894K Buy
26,832
+2,020
+8% +$58.8K 0.02% 423
2013
Q4 		$723K Sell
24,812
-4,864
-16% -$136K 0.01% 399
2013
Q3 		$834K Sell
29,676
-250
-0.8% -$7.24K 0.02% 357
2013
Q2 		$836K Buy
+29,926
New +$806K 0.02% 342

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Williams-Sonoma (WSM) in Q3 2023: 50,210 shares worth $3.9M. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in WSM as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in WSM in Q2 2013 and has held it in 38 quarters since. The position peaked at $14.9M in Q2 2021. 597 funds tracked by Wall St. Rank hold WSM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 50,210 shares of Williams-Sonoma worth $3.9M as of Q3 2023.
  • Williams-Sonoma was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Williams-Sonoma made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #556 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Williams-Sonoma in Q2 2013 and has held it in 38 quarters since.
  • JP Morgan Private Wealth Advisors's Williams-Sonoma position peaked at $14.9M in Q2 2021.
  • 597 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2023.

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