JPMorgan Chase & Co’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.1M | Sell |
1,511,110
-74,364
| -5% | -$4.09M | 0.01% | 950 |
|
|
2025
Q1 | $82.2M | Sell |
1,585,474
-102,350
| -6% | -$5.31M | 0.01% | 939 |
|
|
2024
Q4 | $89.7M | Buy |
1,687,824
+1,276,078
| +310% | +$67.8M | 0.01% | 896 |
|
|
2024
Q3 | $21M | Sell |
411,746
-35,381
| -8% | -$1.8M | ﹤0.01% | 1675 |
|
|
2024
Q2 | $21M | Sell |
447,127
-6,288
| -1% | -$296K | ﹤0.01% | 1627 |
|
|
2024
Q1 | $20.5M | Sell |
453,415
-4,091
| -0.9% | -$185K | ﹤0.01% | 1663 |
|
|
2023
Q4 | $21M | Buy |
457,506
+161,061
| +54% | +$7.4M | ﹤0.01% | 1610 |
|
|
2023
Q3 | $10.8M | Sell |
296,445
-13,857
| -4% | -$506K | ﹤0.01% | 1922 |
|
|
2023
Q2 | $11.7M | Buy |
310,302
+19,043
| +7% | +$718K | ﹤0.01% | 1936 |
|
|
2023
Q1 | $11M | Buy |
291,259
+8,468
| +3% | +$318K | ﹤0.01% | 1926 |
|
|
2022
Q4 | $12.8M | Buy |
282,791
+38,369
| +16% | +$1.74M | ﹤0.01% | 1740 |
|
|
2022
Q3 | $11.4M | Buy |
244,422
+9,402
| +4% | +$437K | ﹤0.01% | 1784 |
|
|
2022
Q2 | $9.42M | Sell |
235,020
-107,470
| -31% | -$4.31M | ﹤0.01% | 1940 |
|
|
2022
Q1 | $16M | Sell |
342,490
-1,130,621
| -77% | -$52.7M | ﹤0.01% | 1704 |
|
|
2021
Q4 | $73.8M | Buy |
1,473,111
+1,107,875
| +303% | +$55.5M | 0.01% | 924 |
|
|
2021
Q3 | $18.7M | Sell |
365,236
-380,940
| -51% | -$19.5M | ﹤0.01% | 1606 |
|
|
2021
Q2 | $34.8M | Sell |
746,176
-51,623
| -6% | -$2.41M | ﹤0.01% | 1267 |
|
|
2021
Q1 | $39.7M | Buy |
797,799
+512,365
| +180% | +$25.5M | 0.01% | 1173 |
|
|
2020
Q4 | $12.8M | Buy |
285,434
+3,334
| +1% | +$150K | ﹤0.01% | 1759 |
|
|
2020
Q3 | $7.49M | Buy |
282,100
+6,348
| +2% | +$169K | ﹤0.01% | 1962 |
|
|
2020
Q2 | $7.91M | Buy |
275,752
+1,978
| +0.7% | +$56.8K | ﹤0.01% | 1855 |
|
|
2020
Q1 | $6.82M | Buy |
273,774
+66,538
| +32% | +$1.66M | ﹤0.01% | 1801 |
|
|
2019
Q4 | $9.12M | Buy |
207,236
+5,879
| +3% | +$259K | ﹤0.01% | 1823 |
|
|
2019
Q3 | $8.88M | Buy |
201,357
+13,842
| +7% | +$610K | ﹤0.01% | 1864 |
|
|
2019
Q2 | $7.63M | Sell |
187,515
-148,864
| -44% | -$6.06M | ﹤0.01% | 1891 |
|
|
2019
Q1 | $13M | Buy |
336,379
+274,011
| +439% | +$10.6M | ﹤0.01% | 1565 |
|
|
2018
Q4 | $2.36M | Buy |
62,368
+7,777
| +14% | +$295K | ﹤0.01% | 2551 |
|
|
2018
Q3 | $2.57M | Buy |
54,591
+1,377
| +3% | +$64.9K | ﹤0.01% | 2651 |
|
|
2018
Q2 | $2.84M | Buy |
53,214
+8,293
| +18% | +$442K | ﹤0.01% | 2602 |
|
|
2018
Q1 | $2.15M | Sell |
44,921
-3,835
| -8% | -$184K | ﹤0.01% | 2709 |
|
|
2017
Q4 | $2.33M | Buy |
48,756
+4,721
| +11% | +$226K | ﹤0.01% | 2667 |
|
|
2017
Q3 | $2.14M | Sell |
44,035
-2,000
| -4% | -$97.2K | ﹤0.01% | 2596 |
|
|
2017
Q2 | $2.09M | Sell |
46,035
-112,024
| -71% | -$5.08M | ﹤0.01% | 2578 |
|
|
2017
Q1 | $7.26M | Sell |
158,059
-32,402
| -17% | -$1.49M | ﹤0.01% | 1873 |
|
|
2016
Q4 | $8.83M | Buy |
190,461
+52,472
| +38% | +$2.43M | ﹤0.01% | 1758 |
|
|
2016
Q3 | $5.04M | Sell |
137,989
-3,170
| -2% | -$116K | ﹤0.01% | 2001 |
|
|
2016
Q2 | $4.54M | Sell |
141,159
-5,932
| -4% | -$191K | ﹤0.01% | 2076 |
|
|
2016
Q1 | $4.78M | Sell |
147,091
-2,078
| -1% | -$67.6K | ﹤0.01% | 1992 |
|
|
2015
Q4 | $4.83M | Sell |
149,169
-3,350
| -2% | -$108K | ﹤0.01% | 1967 |
|
|
2015
Q3 | $4.39M | Sell |
152,519
-79,189
| -34% | -$2.28M | ﹤0.01% | 2013 |
|
|
2015
Q2 | $6.34M | Buy |
231,708
+2,682
| +1% | +$73.4K | ﹤0.01% | 1964 |
|
|
2015
Q1 | $5.77M | Sell |
229,026
-11,697
| -5% | -$295K | ﹤0.01% | 2023 |
|
|
2014
Q4 | $6.17M | Sell |
240,723
-5,310
| -2% | -$136K | ﹤0.01% | 1950 |
|
|
2014
Q3 | $5.87M | Buy |
246,033
+2,970
| +1% | +$70.9K | ﹤0.01% | 1936 |
|
|
2014
Q2 | $5.97M | Sell |
243,063
-5,790
| -2% | -$142K | ﹤0.01% | 1948 |
|
|
2014
Q1 | $5.92M | Buy |
248,853
+1,491
| +0.6% | +$35.5K | ﹤0.01% | 1953 |
|
|
2013
Q4 | $6.39M | Buy |
247,362
+13,785
| +6% | +$356K | ﹤0.01% | 1881 |
|
|
2013
Q3 | $4.69M | Buy |
233,577
+93,363
| +67% | +$1.88M | ﹤0.01% | 2061 |
|
|
2013
Q2 | $2.45M | Buy |
+140,214
| New | +$2.45M | ﹤0.01% | 2414 |
|