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JP Morgan Private Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$529K Buy
7,007
+251
+4% +$19.7K ﹤0.01% 1227
2023
Q2 		$491K Buy
6,756
+3,538
+110% +$241K ﹤0.01% 1033
2023
Q1 		$235K Buy
+3,218
New +$275K ﹤0.01% 1766

Other funds holding WTFC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 WTFC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Wintrust Financial (WTFC) stake by 3.7% in Q3 2023, buying an estimated $19.7K and bringing the position to 7,007 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

JP Morgan Private Wealth Advisors first reported a position in WTFC in Q1 2023 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold WTFC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,007 shares of Wintrust Financial worth $529K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 251 Wintrust Financial shares in Q3 2023, an estimated $19.7K.
  • Wintrust Financial made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1227 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Wintrust Financial in Q1 2023 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2023.

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