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JP Morgan Private Wealth Advisors’s Alcon ALC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALC Stock Details ALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.94M Sell
37,881
-6,100
-14% -$501K 0.01% 628
2023
Q2 		$3.64M Sell
43,981
-123,874
-74% -$9.46M 0.02% 399
2023
Q1 		$11.8M Buy
167,855
+206
+0.1% +$14.7K 0.03% 398
2022
Q4 		$11.5M Sell
167,649
-28,617
-15% -$1.83M 0.03% 395
2022
Q3 		$11.4M Sell
196,266
-12,358
-6% -$857K 0.03% 369
2022
Q2 		$14.5M Buy
208,624
+268
+0.1% +$19.6K 0.04% 333
2022
Q1 		$16.7M Sell
208,356
-2,395
-1% -$185K 0.04% 349
2021
Q4 		$18.4M Buy
210,751
+4,538
+2% +$374K 0.04% 330
2021
Q3 		$16.8M Buy
206,213
+5,969
+3% +$459K 0.04% 337
2021
Q2 		$14M Buy
200,244
+46,296
+30% +$3.3M 0.04% 368
2021
Q1 		$10.8M Sell
153,948
-5,996
-4% -$424K 0.04% 356
2020
Q4 		$10.6M Buy
159,944
+13,536
+9% +$847K 0.03% 353
2020
Q3 		$8.34M Buy
146,408
+26,753
+22% +$1.57M 0.03% 353
2020
Q2 		$6.87M Buy
119,655
+25,250
+27% +$1.43M 0.03% 331
2020
Q1 		$4.82M Buy
94,405
+20,232
+27% +$1.16M 0.03% 359
2019
Q4 		$4.2M Sell
74,173
-6,201
-8% -$355K 0.02% 461
2019
Q3 		$4.69M Sell
80,374
-930
-1% -$55.8K 0.02% 414
2019
Q2 		$5.03M Buy
+81,304
New +$4.77M 0.03% 384

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 ALC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Alcon (ALC) stake by 14% in Q3 2023, selling an estimated $501K and leaving 37,881 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #628.

JP Morgan Private Wealth Advisors first reported a position in ALC in Q2 2019 and has held it in 18 quarters since. The position peaked at $18.4M in Q4 2021. 600 funds tracked by Wall St. Rank hold ALC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 37,881 shares of Alcon worth $2.94M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 6,100 Alcon shares in Q3 2023, an estimated $501K.
  • Alcon made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #628 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Alcon in Q2 2019 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Alcon position peaked at $18.4M in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Alcon as of Q3 2023.

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