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JP Morgan Private Wealth Advisors’s Aaon AAON Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,405
Closed -$215K – 1712
2023
Q2 		$215K Sell
3,405
-611
-15% -$38.7K ﹤0.01% 1367
2023
Q1 		$259K Buy
+4,016
New +$221K ﹤0.01% 1735
2022
Q1 		– Sell
-3,783
Closed -$200K – 1995
2021
Q4 		$200K Buy
+3,783
New +$189K ﹤0.01% 1913

Other funds holding AAON

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Aaon (AAON) in Q3 2023, closing a stake of 3,405 shares — an estimated $215K sold.

JP Morgan Private Wealth Advisors first reported a position in AAON in Q4 2021 and held it in 3 quarters. The position peaked at $259K in Q1 2023. 291 funds tracked by Wall St. Rank hold AAON as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Aaon position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,405 Aaon shares in Q3 2023, an estimated $215K.
  • JP Morgan Private Wealth Advisors first reported a position in Aaon in Q4 2021 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Aaon position peaked at $259K in Q1 2023.
  • 291 funds tracked by Wall St. Rank held Aaon as of Q3 2023.

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