JMPWA
ALIT icon

JP Morgan Private Wealth Advisors’s Alight ALIT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$84.7K Buy
597
+5
+0.8% +$840 ﹤0.01% 1693
2023
Q2 		$109K Buy
592
+33
+6% +$5.86K ﹤0.01% 1437
2023
Q1 		$103K Buy
+559
New +$103K ﹤0.01% 1898

Other funds holding ALIT

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Alight (ALIT) stake by 0.84% in Q3 2023, buying an estimated $840 and bringing the position to 597 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

JP Morgan Private Wealth Advisors first reported a position in ALIT in Q1 2023 and has held it in 3 quarters since. The position peaked at $109K in Q2 2023. 209 funds tracked by Wall St. Rank hold ALIT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 597 shares of Alight worth $84.7K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 5 Alight shares in Q3 2023, an estimated $840.
  • Alight made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1693 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Alight in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's Alight position peaked at $109K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held Alight as of Q3 2023.

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