JMPWA
ABB

JP Morgan Private Wealth Advisors’s ABB Ltd ABB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-98,539
Closed -$3.38M – 1970
2023
Q1 		$3.38M Sell
98,539
-5,753
-6% -$193K 0.01% 703
2022
Q4 		$3.18M Sell
104,292
-25,117
-19% -$731K 0.01% 702
2022
Q3 		$3.32M Sell
129,409
-612
-0.5% -$17.2K 0.01% 675
2022
Q2 		$3.48M Buy
130,021
+20,007
+18% +$594K 0.01% 676
2022
Q1 		$3.56M Buy
110,014
+4,908
+5% +$171K 0.01% 708
2021
Q4 		$4.01M Buy
105,106
+1,291
+1% +$45.3K 0.01% 666
2021
Q3 		$3.46M Sell
103,815
-1,126
-1% -$40.9K 0.01% 693
2021
Q2 		$3.57M Buy
104,941
+10,605
+11% +$354K 0.01% 679
2021
Q1 		$2.87M Sell
94,336
-22,813
-19% -$685K 0.01% 647
2020
Q4 		$3.27M Buy
117,149
+32,423
+38% +$864K 0.01% 590
2020
Q3 		$2.16M Buy
84,726
+18,851
+29% +$481K 0.01% 631
2020
Q2 		$1.49M Sell
65,875
-7,415
-10% -$143K 0.01% 673
2020
Q1 		$1.26M Sell
73,290
-9,280
-11% -$203K 0.01% 638
2019
Q4 		$1.99M Buy
82,570
+1,259
+2% +$27K 0.01% 618
2019
Q3 		$1.6M Buy
81,311
+3,075
+4% +$58.7K 0.01% 629
2019
Q2 		$1.57M Sell
78,236
-174,873
-69% -$3.41M 0.01% 638
2019
Q1 		$4.78M Sell
253,109
-378
-0.1% -$7.32K 0.02% 407
2018
Q4 		$4.82M Sell
253,487
-21,293
-8% -$431K 0.03% 368
2018
Q3 		$6.49M Sell
274,780
-3,309
-1% -$75.9K 0.03% 377
2018
Q2 		$6.05M Buy
278,089
+5,503
+2% +$128K 0.03% 362
2018
Q1 		$6.47M Buy
272,586
+4,134
+2% +$106K 0.04% 289
2017
Q4 		$7.2M Buy
268,452
+5,714
+2% +$147K 0.05% 276
2017
Q3 		$6.5M Buy
262,738
+4,629
+2% +$111K 0.05% 278
2017
Q2 		$6.43M Buy
258,109
+358
+0.1% +$8.78K 0.05% 269
2017
Q1 		$6.03M Buy
257,751
+11,736
+5% +$268K 0.05% 282
2016
Q4 		$5.18M Buy
246,015
+13,906
+6% +$297K 0.05% 274
2016
Q3 		$5.22M Sell
232,109
-3,856
-2% -$82.7K 0.05% 270
2016
Q2 		$4.68M Buy
235,965
+25,449
+12% +$520K 0.05% 278
2016
Q1 		$4.09M Buy
210,516
+17,599
+9% +$311K 0.04% 280
2015
Q4 		$3.42M Buy
192,917
+166,294
+625% +$3.06M 0.04% 278
2015
Q3 		$470K Buy
26,623
+1,590
+6% +$31K 0.01% 638
2015
Q2 		$522K Sell
25,033
-2,288
-8% -$50.2K 0.01% 657
2015
Q1 		$579K Sell
27,321
-12,845
-32% -$264K 0.01% 678
2014
Q4 		$850K Buy
40,166
+3,033
+8% +$65.6K 0.01% 570
2014
Q3 		$832K Sell
37,133
-8,892
-19% -$204K 0.01% 553
2014
Q2 		$1.06M Sell
46,025
-3,102
-6% -$75.1K 0.02% 400
2014
Q1 		$1.27M Sell
49,127
-12,236
-20% -$311K 0.02% 358
2013
Q4 		$1.63M Buy
61,363
+8,758
+17% +$218K 0.03% 279
2013
Q3 		$1.24M Sell
52,605
-28,539
-35% -$643K 0.03% 304
2013
Q2 		$1.76M Buy
+81,144
New +$1.8M 0.04% 258

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 98,539 shares — an estimated $3.38M sold.

JP Morgan Private Wealth Advisors first reported a position in ABB in Q2 2013 and held it in 40 quarters. The position peaked at $7.2M in Q4 2017. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 98,539 ABB Ltd shares in Q2 2023, an estimated $3.38M.
  • JP Morgan Private Wealth Advisors first reported a position in ABB Ltd in Q2 2013 and held it in 40 quarters.
  • JP Morgan Private Wealth Advisors's ABB Ltd position peaked at $7.2M in Q4 2017.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

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