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JP Morgan Private Wealth Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.45M Sell
9,392
-142
-1% -$23K ﹤0.01% 853
2023
Q2 		$1.37M Sell
9,534
-1,314
-12% -$180K 0.01% 672
2023
Q1 		$1.44M Buy
10,848
+651
+6% +$85.5K ﹤0.01% 1000
2022
Q4 		$1.15M Buy
10,197
+1,262
+14% +$145K ﹤0.01% 1082
2022
Q3 		$886K Buy
8,935
+306
+4% +$32.5K ﹤0.01% 1198
2022
Q2 		$843K Buy
8,629
+446
+5% +$45.8K ﹤0.01% 1224
2022
Q1 		$888K Buy
8,183
+2,589
+46% +$317K ﹤0.01% 1273
2021
Q4 		$693K Buy
5,594
+855
+18% +$105K ﹤0.01% 1412
2021
Q3 		$514K Buy
4,739
+450
+10% +$44.6K ﹤0.01% 1490
2021
Q2 		$424K Buy
+4,289
New +$435K ﹤0.01% 1539
2020
Q1 		– Sell
-2,801
Closed -$234K – 1422
2019
Q4 		$234K Buy
2,801
+193
+7% +$16K ﹤0.01% 1340
2019
Q3 		$213K Buy
+2,608
New +$205K ﹤0.01% 1324
2016
Q2 		– Sell
-8,645
Closed -$326K – 1254
2016
Q1 		$326K Buy
8,645
+59
+0.7% +$1.92K ﹤0.01% 917
2015
Q4 		$271K Buy
8,586
+42
+0.5% +$1.26K ﹤0.01% 909
2015
Q3 		$222K Buy
+8,544
New +$226K ﹤0.01% 906
2015
Q2 		– Sell
-8,448
Closed -$238K – 1046
2015
Q1 		$238K Buy
+8,448
New +$251K ﹤0.01% 972

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Federal Agricultural Mortgage (AGM) stake by 1.5% in Q3 2023, selling an estimated $23K and leaving 9,392 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #853.

JP Morgan Private Wealth Advisors first reported a position in AGM in Q1 2015 and has held it in 16 quarters since. 199 funds tracked by Wall St. Rank hold AGM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,392 shares of Federal Agricultural Mortgage worth $1.45M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 142 Federal Agricultural Mortgage shares in Q3 2023, an estimated $23K.
  • Federal Agricultural Mortgage made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #853 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Federal Agricultural Mortgage in Q1 2015 and has held it in 16 quarters since.
  • 199 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2023.

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