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JP Morgan Private Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.54M Buy
+19,507
New +$2.73M 0.01% 668
2023
Q2 		– Sell
-23,742
Closed -$3.38M – 1485
2023
Q1 		$3.38M Buy
23,742
+301
+1% +$47.6K 0.01% 702
2022
Q4 		$3.71M Sell
23,441
-3,074
-12% -$435K 0.01% 655
2022
Q3 		$2.97M Buy
26,515
+812
+3% +$102K 0.01% 715
2022
Q2 		$3M Sell
25,703
-4,732
-16% -$609K 0.01% 713
2022
Q1 		$4.29M Sell
30,435
-8,351
-22% -$1.2M 0.01% 666
2021
Q4 		$6.38M Buy
38,786
+2,176
+6% +$365K 0.01% 552
2021
Q3 		$5.53M Buy
36,610
+556
+2% +$91K 0.01% 568
2021
Q2 		$5.56M Buy
36,054
+14,614
+68% +$2.33M 0.01% 565
2021
Q1 		$3.19M Sell
21,440
-10,559
-33% -$1.38M 0.01% 619
2020
Q4 		$3.25M Buy
31,999
+12,967
+68% +$1.12M 0.01% 591
2020
Q3 		$1.3M Sell
19,032
-7,094
-27% -$496K 0.01% 781
2020
Q2 		$1.95M Sell
26,126
-9,086
-26% -$614K 0.01% 592
2020
Q1 		$2.08M Buy
35,212
+4,068
+13% +$305K 0.01% 534
2019
Q4 		$2.64M Sell
31,144
-19,008
-38% -$1.56M 0.01% 557
2019
Q3 		$4.18M Sell
50,152
-490
-1% -$40.9K 0.02% 443
2019
Q2 		$4.67M Buy
50,642
+2,810
+6% +$276K 0.03% 402
2019
Q1 		$5.12M Buy
47,832
+16,182
+51% +$1.72M 0.03% 396
2018
Q4 		$3.08M Sell
31,650
-21,248
-40% -$2.4M 0.02% 471
2018
Q3 		$7.23M Sell
52,898
-4,077
-7% -$602K 0.04% 357
2018
Q2 		$8.47M Buy
56,975
+4,361
+8% +$719K 0.05% 298
2018
Q1 		$9.97M Sell
52,614
-21,722
-29% -$4.23M 0.07% 233
2017
Q4 		$15.3M Buy
74,336
+29,288
+65% +$5.68M 0.1% 187
2017
Q3 		$8.55M Buy
45,048
+302
+0.7% +$53.7K 0.06% 249
2017
Q2 		$7.42M Sell
44,746
-12,393
-22% -$1.98M 0.06% 255
2017
Q1 		$9.37M Buy
57,139
+30,825
+117% +$4.88M 0.07% 222
2016
Q4 		$3.82M Buy
26,314
+2,354
+10% +$342K 0.03% 320
2016
Q3 		$3.47M Buy
23,960
+1,279
+6% +$183K 0.03% 334
2016
Q2 		$3.19M Sell
22,681
-787
-3% -$129K 0.03% 345
2016
Q1 		$3.81M Buy
23,468
+9,746
+71% +$1.36M 0.04% 290
2015
Q4 		$2.19M Buy
13,722
+2,978
+28% +$512K 0.02% 353
2015
Q3 		$1.84M Sell
10,744
-1,797
-14% -$353K 0.02% 346
2015
Q2 		$2.74M Buy
12,541
+2,511
+25% +$558K 0.03% 311
2015
Q1 		$2.15M Sell
10,030
-8,629
-46% -$1.82M 0.02% 363
2014
Q4 		$3.96M Buy
18,659
+3,181
+21% +$632K 0.05% 270
2014
Q3 		$3.1M Sell
15,478
-933
-6% -$190K 0.04% 309
2014
Q2 		$3.37M Buy
16,411
+1,552
+10% +$300K 0.06% 240
2014
Q1 		$2.97M Buy
14,859
+9,194
+162% +$1.81M 0.05% 240
2013
Q4 		$1.23M Buy
5,665
+3,939
+228% +$786K 0.02% 317
2013
Q3 		$315K Buy
+1,726
New +$307K 0.01% 503

Other funds holding AMG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Affiliated Managers Group (AMG) in Q3 2023: 19,507 shares worth $2.54M. The stake represents 0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in AMG as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in AMG in Q3 2013 and has held it in 40 quarters since. The position peaked at $15.3M in Q4 2017. 358 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 19,507 shares of Affiliated Managers Group worth $2.54M as of Q3 2023.
  • Affiliated Managers Group was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Affiliated Managers Group made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #668 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Affiliated Managers Group in Q3 2013 and has held it in 40 quarters since.
  • JP Morgan Private Wealth Advisors's Affiliated Managers Group position peaked at $15.3M in Q4 2017.
  • 358 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

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