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JP Morgan Private Wealth Advisors’s Ally Financial ALLY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALLY Stock Details ALLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,508
Closed -$265K – 1923
2022
Q3 		$265K Sell
9,508
-715
-7% -$23.7K ﹤0.01% 1706
2022
Q2 		$343K Sell
10,223
-912
-8% -$36.4K ﹤0.01% 1594
2022
Q1 		$484K Buy
11,135
+1,589
+17% +$75K ﹤0.01% 1551
2021
Q4 		$454K Buy
9,546
+1,924
+25% +$95.3K ﹤0.01% 1589
2021
Q3 		$389K Buy
7,622
+48
+0.6% +$2.48K ﹤0.01% 1603
2021
Q2 		$377K Sell
7,574
-1,531
-17% -$78.6K ﹤0.01% 1592
2021
Q1 		$412K Sell
9,105
-5,971
-40% -$250K ﹤0.01% 1395
2020
Q4 		$538K Sell
15,076
-7,146
-32% -$216K ﹤0.01% 1263
2020
Q3 		$557K Buy
22,222
+2,686
+14% +$60K ﹤0.01% 1108
2020
Q2 		$387K Sell
19,536
-17,349
-47% -$295K ﹤0.01% 1211
2020
Q1 		$532K Sell
36,885
-7,832
-18% -$206K ﹤0.01% 911
2019
Q4 		$1.37M Sell
44,717
-84
-0.2% -$2.62K 0.01% 696
2019
Q3 		$1.49M Buy
44,801
+4,845
+12% +$157K 0.01% 645
2019
Q2 		$1.24M Sell
39,956
-976
-2% -$28.8K 0.01% 696
2019
Q1 		$1.13M Buy
40,932
+11,358
+38% +$296K 0.01% 752
2018
Q4 		$670K Buy
29,574
+14,380
+95% +$360K ﹤0.01% 869
2018
Q3 		$402K Buy
15,194
+1,771
+13% +$48.1K ﹤0.01% 1165
2018
Q2 		$353K Buy
13,423
+2,292
+21% +$61.2K ﹤0.01% 1145
2018
Q1 		$302K Buy
+11,131
New +$319K ﹤0.01% 1037

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ALLY Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Ally Financial (ALLY) in Q4 2022, closing a stake of 9,508 shares — an estimated $265K sold.

JP Morgan Private Wealth Advisors first reported a position in ALLY in Q1 2018 and held it in 19 quarters. The position peaked at $1.49M in Q3 2019. 508 funds tracked by Wall St. Rank hold ALLY as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Ally Financial position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,508 Ally Financial shares in Q4 2022, an estimated $265K.
  • JP Morgan Private Wealth Advisors first reported a position in Ally Financial in Q1 2018 and held it in 19 quarters.
  • JP Morgan Private Wealth Advisors's Ally Financial position peaked at $1.49M in Q3 2019.
  • 508 funds tracked by Wall St. Rank held Ally Financial as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.