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JP Morgan Private Wealth Advisors’s Ameris Bancorp ABCB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$563K Sell
14,660
-218
-1% -$8.67K ﹤0.01% 1200
2023
Q2 		$509K Sell
14,878
-804
-5% -$26.7K ﹤0.01% 1019
2023
Q1 		$574K Sell
15,682
-475
-3% -$21.4K ﹤0.01% 1420
2022
Q4 		$762K Sell
16,157
-19
-0.1% -$951 ﹤0.01% 1283
2022
Q3 		$723K Sell
16,176
-115
-0.7% -$5.27K ﹤0.01% 1296
2022
Q2 		$655K Sell
16,291
-553
-3% -$23.5K ﹤0.01% 1337
2022
Q1 		$739K Buy
16,844
+289
+2% +$14.2K ﹤0.01% 1351
2021
Q4 		$822K Sell
16,555
-419
-2% -$21.7K ﹤0.01% 1336
2021
Q3 		$881K Buy
16,974
+78
+0.5% +$3.8K ﹤0.01% 1274
2021
Q2 		$855K Buy
16,896
+456
+3% +$24.5K ﹤0.01% 1265
2021
Q1 		$863K Sell
16,440
-357
-2% -$17K ﹤0.01% 1108
2020
Q4 		$639K Buy
16,797
+1,237
+8% +$40K ﹤0.01% 1197
2020
Q3 		$354K Buy
15,560
+135
+0.9% +$3.17K ﹤0.01% 1292
2020
Q2 		$364K Buy
15,425
+597
+4% +$14K ﹤0.01% 1231
2020
Q1 		$352K Buy
14,828
+4,781
+48% +$170K ﹤0.01% 1069
2019
Q4 		$427K Buy
10,047
+1,614
+19% +$68.9K ﹤0.01% 1109
2019
Q3 		$339K Hold
8,433
– – ﹤0.01% 1139
2019
Q2 		$330K Hold
8,433
– – ﹤0.01% 1115
2019
Q1 		$290K Buy
8,433
+1
+0% +$37 ﹤0.01% 1222
2018
Q4 		$267K Sell
8,432
-14
-0.2% -$571 ﹤0.01% 1221
2018
Q3 		$386K Buy
8,446
+14
+0.2% +$694 ﹤0.01% 1181
2018
Q2 		$450K Buy
8,432
+177
+2% +$9.67K ﹤0.01% 1047
2018
Q1 		$437K Sell
8,255
-360
-4% -$19.4K ﹤0.01% 912
2017
Q4 		$415K Buy
8,615
+151
+2% +$7.31K ﹤0.01% 936
2017
Q3 		$406K Buy
8,464
+217
+3% +$9.85K ﹤0.01% 925
2017
Q2 		$398K Hold
8,247
– – ﹤0.01% 911
2017
Q1 		$380K Hold
8,247
– – ﹤0.01% 971
2016
Q4 		$360K Sell
8,247
-304
-4% -$12.4K ﹤0.01% 922
2016
Q3 		$299K Buy
8,551
+330
+4% +$11K ﹤0.01% 989
2016
Q2 		$244K Hold
8,221
– – ﹤0.01% 1067
2016
Q1 		$243K Hold
8,221
– – ﹤0.01% 1021
2015
Q4 		$279K Hold
8,221
– – ﹤0.01% 896
2015
Q3 		$236K Sell
8,221
-489
-6% -$13.3K ﹤0.01% 875
2015
Q2 		$220K Hold
8,710
– – ﹤0.01% 944
2015
Q1 		$230K Hold
8,710
– – ﹤0.01% 985
2014
Q4 		$223K Buy
+8,710
New +$215K ﹤0.01% 960
2014
Q2 		– Sell
-9,010
Closed -$210K – 890
2014
Q1 		$210K Buy
+9,010
New +$192K ﹤0.01% 798

Other funds holding ABCB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 ABCB Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Ameris Bancorp (ABCB) stake by 1.5% in Q3 2023, selling an estimated $8.67K and leaving 14,660 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

JP Morgan Private Wealth Advisors first reported a position in ABCB in Q1 2014 and has held it in 37 quarters since. The position peaked at $881K in Q3 2021. 245 funds tracked by Wall St. Rank hold ABCB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,660 shares of Ameris Bancorp worth $563K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 218 Ameris Bancorp shares in Q3 2023, an estimated $8.67K.
  • Ameris Bancorp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1200 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Ameris Bancorp in Q1 2014 and has held it in 37 quarters since.
  • JP Morgan Private Wealth Advisors's Ameris Bancorp position peaked at $881K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Ameris Bancorp as of Q3 2023.

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