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JP Morgan Private Wealth Advisors’s AES AES Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.31M Sell
86,006
-92,377
-52% -$1.76M ﹤0.01% 887
2023
Q2 		$3.7M Sell
178,383
-91,624
-34% -$2.02M 0.02% 391
2023
Q1 		$6.5M Sell
270,007
-22,245
-8% -$565K 0.01% 531
2022
Q4 		$8.41M Buy
292,252
+119,356
+69% +$3.22M 0.02% 462
2022
Q3 		$3.91M Buy
172,896
+57,337
+50% +$1.36M 0.01% 625
2022
Q2 		$2.43M Sell
115,559
-74,275
-39% -$1.62M 0.01% 780
2022
Q1 		$4.88M Buy
189,834
+11,360
+6% +$257K 0.01% 621
2021
Q4 		$4.34M Sell
178,474
-1,266
-0.7% -$30.8K 0.01% 649
2021
Q3 		$4.1M Buy
179,740
+23,139
+15% +$562K 0.01% 645
2021
Q2 		$4.08M Buy
156,601
+16,165
+12% +$427K 0.01% 644
2021
Q1 		$3.77M Buy
140,436
+19,288
+16% +$513K 0.01% 577
2020
Q4 		$2.85M Buy
+121,148
New +$2.52M 0.01% 622
2020
Q3 		– Sell
-15,482
Closed -$224K – 1596
2020
Q2 		$224K Sell
15,482
-812
-5% -$10.7K ﹤0.01% 1425
2020
Q1 		$222K Sell
16,294
-25,078
-61% -$450K ﹤0.01% 1253
2019
Q4 		$823K Sell
41,372
-4,024
-9% -$72K ﹤0.01% 870
2019
Q3 		$742K Sell
45,396
-17,123
-27% -$276K ﹤0.01% 865
2019
Q2 		$1.05M Buy
62,519
+3,613
+6% +$61.2K 0.01% 740
2019
Q1 		$1.06M Sell
58,906
-2,152
-4% -$36.2K 0.01% 779
2018
Q4 		$883K Buy
61,058
+26,143
+75% +$393K 0.01% 788
2018
Q3 		$489K Buy
34,915
+6,486
+23% +$87.3K ﹤0.01% 1081
2018
Q2 		$381K Buy
28,429
+9,831
+53% +$121K ﹤0.01% 1113
2018
Q1 		$212K Buy
+18,598
New +$202K ﹤0.01% 1171
2016
Q3 		– Sell
-21,254
Closed -$265K – 1226
2016
Q2 		$265K Buy
+21,254
New +$239K ﹤0.01% 1033

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

JP Morgan Private Wealth Advisors reduced its AES (AES) stake by 52% in Q3 2023, selling an estimated $1.76M and leaving 86,006 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #887.

JP Morgan Private Wealth Advisors first reported a position in AES in Q2 2016 and has held it in 23 quarters since. The position peaked at $8.41M in Q4 2022. 618 funds tracked by Wall St. Rank hold AES as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 86,006 shares of AES worth $1.31M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 92,377 AES shares in Q3 2023, an estimated $1.76M.
  • AES made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #887 holding.
  • JP Morgan Private Wealth Advisors first reported a position in AES in Q2 2016 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's AES position peaked at $8.41M in Q4 2022.
  • 618 funds tracked by Wall St. Rank held AES as of Q3 2023.

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