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JP Morgan Private Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$12.8M Buy
56,098
+5,147
+10% +$1.15M 0.04% 335
2023
Q2 		$11.2M Sell
50,951
-18,964
-27% -$3.95M 0.06% 216
2023
Q1 		$13.4M Buy
69,915
+1,943
+3% +$369K 0.03% 378
2022
Q4 		$12.8M Sell
67,972
-284
-0.4% -$53.1K 0.03% 380
2022
Q3 		$11.7M Buy
68,256
+26,761
+64% +$4.75M 0.03% 361
2022
Q2 		$6.76M Sell
41,495
-223
-0.5% -$37K 0.02% 502
2022
Q1 		$7.28M Buy
41,718
+5,332
+15% +$850K 0.02% 524
2021
Q4 		$6.17M Buy
36,386
+3,860
+12% +$631K 0.01% 561
2021
Q3 		$4.83M Buy
32,526
+3,303
+11% +$473K 0.01% 604
2021
Q2 		$4.09M Buy
29,223
+8,041
+38% +$1.14M 0.01% 642
2021
Q1 		$2.64M Sell
21,182
-3,055
-13% -$369K 0.01% 672
2020
Q4 		$3M Buy
24,237
+4,565
+23% +$520K 0.01% 616
2020
Q3 		$2.08M Buy
19,672
+13,998
+247% +$1.45M 0.01% 640
2020
Q2 		$553K Sell
5,674
-636
-10% -$56.3K ﹤0.01% 1044
2020
Q1 		$514K Buy
6,310
+388
+7% +$37.2K ﹤0.01% 917
2019
Q4 		$564K Buy
5,922
+2,974
+101% +$272K ﹤0.01% 1007
2019
Q3 		$264K Buy
2,948
+111
+4% +$9.98K ﹤0.01% 1236
2019
Q2 		$249K Sell
2,837
-325
-10% -$27.1K ﹤0.01% 1219
2019
Q1 		$247K Buy
3,162
+105
+3% +$8.09K ﹤0.01% 1294
2018
Q4 		$225K Sell
3,057
-774
-20% -$57.8K ﹤0.01% 1290
2018
Q3 		$285K Buy
+3,831
New +$275K ﹤0.01% 1322
2015
Q1 		– Sell
-62,381
Closed -$2.94M – 1134
2014
Q4 		$2.94M Buy
+62,381
New +$2.93M 0.04% 314

Other funds holding AJG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 AJG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 10% in Q3 2023, buying an estimated $1.15M and bringing the position to 56,098 shares worth $12.8M. The position accounts for 0.04% of the portfolio, ranked #335.

JP Morgan Private Wealth Advisors first reported a position in AJG in Q4 2014 and has held it in 22 quarters since. The position peaked at $13.4M in Q1 2023. 997 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 56,098 shares of Arthur J. Gallagher & Co worth $12.8M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 5,147 Arthur J. Gallagher & Co shares in Q3 2023, an estimated $1.15M.
  • Arthur J. Gallagher & Co made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #335 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2014 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Arthur J. Gallagher & Co position peaked at $13.4M in Q1 2023.
  • 997 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

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