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JP Morgan Private Wealth Advisors’s Aflac AFL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5.03M Buy
65,483
+167
+0.3% +$12.4K 0.01% 502
2023
Q2 		$4.56M Sell
65,316
-11,533
-15% -$772K 0.02% 358
2023
Q1 		$4.96M Sell
76,849
-4,384
-5% -$300K 0.01% 586
2022
Q4 		$5.84M Buy
81,233
+22,794
+39% +$1.53M 0.01% 537
2022
Q3 		$3.28M Buy
58,439
+6,741
+13% +$397K 0.01% 683
2022
Q2 		$2.86M Buy
51,698
+5,758
+13% +$340K 0.01% 731
2022
Q1 		$2.96M Sell
45,940
-462
-1% -$28.9K 0.01% 774
2021
Q4 		$2.71M Sell
46,402
-6,973
-13% -$391K 0.01% 799
2021
Q3 		$2.78M Buy
53,375
+5,035
+10% +$275K 0.01% 766
2021
Q2 		$2.59M Sell
48,340
-2
-0% -$109 0.01% 777
2021
Q1 		$2.47M Sell
48,342
-1,998
-4% -$95.9K 0.01% 696
2020
Q4 		$2.24M Sell
50,340
-2,161
-4% -$88.5K 0.01% 686
2020
Q3 		$1.91M Buy
52,501
+948
+2% +$34.5K 0.01% 665
2020
Q2 		$1.86M Sell
51,553
-27,282
-35% -$986K 0.01% 604
2020
Q1 		$2.7M Buy
78,835
+12,179
+18% +$557K 0.02% 468
2019
Q4 		$3.53M Sell
66,656
-1,854
-3% -$98.4K 0.02% 499
2019
Q3 		$3.58M Buy
68,510
+14,675
+27% +$775K 0.02% 480
2019
Q2 		$2.95M Sell
53,835
-213,359
-80% -$11M 0.02% 504
2019
Q1 		$13.4M Buy
267,194
+21,599
+9% +$1.04M 0.07% 244
2018
Q4 		$11.2M Buy
245,595
+20,910
+9% +$930K 0.07% 246
2018
Q3 		$10.6M Sell
224,685
-96,411
-30% -$4.41M 0.05% 286
2018
Q2 		$13.8M Buy
321,096
+38,357
+14% +$1.72M 0.08% 234
2018
Q1 		$12.4M Sell
282,739
-138,209
-33% -$6.12M 0.08% 206
2017
Q4 		$18.5M Buy
420,948
+177,854
+73% +$7.59M 0.12% 165
2017
Q3 		$9.89M Sell
243,094
-430
-0.2% -$17.3K 0.07% 228
2017
Q2 		$9.46M Buy
243,524
+19,720
+9% +$741K 0.07% 225
2017
Q1 		$8.1M Buy
223,804
+13,360
+6% +$473K 0.06% 241
2016
Q4 		$7.32M Sell
210,444
-3,674
-2% -$129K 0.06% 229
2016
Q3 		$7.7M Buy
214,118
+37,226
+21% +$1.35M 0.07% 222
2016
Q2 		$6.38M Buy
176,892
+54,764
+45% +$1.87M 0.06% 235
2016
Q1 		$3.86M Buy
122,128
+65,380
+115% +$1.94M 0.04% 287
2015
Q4 		$1.7M Buy
56,748
+1,682
+3% +$52.4K 0.02% 407
2015
Q3 		$1.6M Sell
55,066
-5,208
-9% -$158K 0.02% 376
2015
Q2 		$1.88M Buy
60,274
+3,534
+6% +$112K 0.02% 380
2015
Q1 		$1.81M Buy
56,740
+6,044
+12% +$184K 0.02% 396
2014
Q4 		$1.55M Buy
50,696
+7,238
+17% +$214K 0.02% 431
2014
Q3 		$1.27M Buy
43,458
+2,526
+6% +$76.9K 0.02% 454
2014
Q2 		$1.27M Sell
40,932
-4,590
-10% -$143K 0.02% 363
2014
Q1 		$1.44M Sell
45,522
-11,700
-20% -$372K 0.03% 338
2013
Q4 		$1.91M Buy
57,222
+4,646
+9% +$152K 0.04% 256
2013
Q3 		$1.63M Buy
52,576
+1,528
+3% +$46K 0.04% 261
2013
Q2 		$1.48M Buy
+51,048
New +$1.38M 0.04% 273

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Aflac (AFL) stake by 0.26% in Q3 2023, buying an estimated $12.4K and bringing the position to 65,483 shares worth $5.03M. The position accounts for 0.01% of the portfolio, ranked #502.

JP Morgan Private Wealth Advisors first reported a position in AFL in Q2 2013 and has held it in 42 quarters since. The position peaked at $18.5M in Q4 2017. 1,309 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 65,483 shares of Aflac worth $5.03M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 167 Aflac shares in Q3 2023, an estimated $12.4K.
  • Aflac made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #502 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Aflac in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Aflac position peaked at $18.5M in Q4 2017.
  • 1,309 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

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