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JP Morgan Private Wealth Advisors’s Arch Capital ACGL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ACGL Stock Details ACGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$6.8M Buy
85,343
+6,611
+8% +$514K 0.02% 438
2023
Q2 		$5.89M Buy
78,732
+53,711
+215% +$3.88M 0.03% 311
2023
Q1 		$1.7M Buy
25,021
+2,672
+12% +$176K ﹤0.01% 940
2022
Q4 		$1.4M Sell
22,349
-101,070
-82% -$5.64M ﹤0.01% 983
2022
Q3 		$5.62M Buy
123,419
+2,122
+2% +$95.9K 0.01% 530
2022
Q2 		$5.52M Buy
121,297
+1,353
+1% +$62.7K 0.01% 546
2022
Q1 		$5.81M Buy
119,944
+5,835
+5% +$271K 0.01% 574
2021
Q4 		$5.07M Buy
114,109
+152
+0.1% +$6.45K 0.01% 606
2021
Q3 		$4.35M Buy
113,957
+102,195
+869% +$4.05M 0.01% 623
2021
Q2 		$458K Buy
11,762
+825
+8% +$32.7K ﹤0.01% 1511
2021
Q1 		$420K Sell
10,937
-826
-7% -$29.4K ﹤0.01% 1388
2020
Q4 		$424K Sell
11,763
-47
-0.4% -$1.54K ﹤0.01% 1349
2020
Q3 		$345K Buy
+11,810
New +$360K ﹤0.01% 1301
2018
Q4 		– Sell
-119,205
Closed -$3.55M – 1446
2018
Q3 		$3.55M Sell
119,205
-331
-0.3% -$9.84K 0.02% 502
2018
Q2 		$3.16M Buy
119,536
+331
+0.3% +$8.89K 0.02% 504
2018
Q1 		$3.4M Sell
119,205
-2,961
-2% -$87.1K 0.02% 391
2017
Q4 		$3.7M Buy
122,166
+633
+0.5% +$20.2K 0.02% 373
2017
Q3 		$3.99M Buy
121,533
+9,297
+8% +$300K 0.03% 346
2017
Q2 		$3.49M Sell
112,236
-1,167
-1% -$37K 0.03% 360
2017
Q1 		$3.58M Buy
113,403
+2,889
+3% +$88.3K 0.03% 355
2016
Q4 		$3.18M Sell
110,514
-5,802
-5% -$158K 0.03% 356
2016
Q3 		$3.07M Sell
116,316
-5,715
-5% -$145K 0.03% 353
2016
Q2 		$2.93M Sell
122,031
-21,099
-15% -$498K 0.03% 361
2016
Q1 		$3.39M Sell
143,130
-33,441
-19% -$762K 0.03% 306
2015
Q4 		$4.11M Buy
176,571
+103,227
+141% +$2.54M 0.04% 255
2015
Q3 		$1.8M Buy
73,344
+2,937
+4% +$68.8K 0.02% 355
2015
Q2 		$1.57M Buy
70,407
+1,902
+3% +$40.4K 0.02% 409
2015
Q1 		$1.41M Sell
68,505
-1,356
-2% -$27.1K 0.02% 450
2014
Q4 		$1.38M Buy
69,861
+1,386
+2% +$26.3K 0.02% 456
2014
Q3 		$1.25M Buy
+68,475
New +$1.26M 0.02% 456

Other funds holding ACGL

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Arch Capital (ACGL) stake by 8.4% in Q3 2023, buying an estimated $514K and bringing the position to 85,343 shares worth $6.8M. The position accounts for 0.02% of the portfolio, ranked #438.

JP Morgan Private Wealth Advisors first reported a position in ACGL in Q3 2014 and has held it in 30 quarters since. 685 funds tracked by Wall St. Rank hold ACGL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 85,343 shares of Arch Capital worth $6.8M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 6,611 Arch Capital shares in Q3 2023, an estimated $514K.
  • Arch Capital made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #438 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Arch Capital in Q3 2014 and has held it in 30 quarters since.
  • 685 funds tracked by Wall St. Rank held Arch Capital as of Q3 2023.

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