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JP Morgan Private Wealth Advisors’s AutoNation AN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$307K Buy
+2,025
New +$323K ﹤0.01% 1466
2023
Q2 		– Sell
-98,129
Closed -$13.2M – 1489
2023
Q1 		$13.2M Buy
98,129
+2,659
+3% +$341K 0.03% 383
2022
Q4 		$10.2M Buy
95,470
+678
+0.7% +$75K 0.02% 415
2022
Q3 		$9.66M Buy
94,792
+5,988
+7% +$703K 0.03% 410
2022
Q2 		$9.93M Sell
88,804
-1,204
-1% -$137K 0.03% 404
2022
Q1 		$8.96M Buy
90,008
+1,019
+1% +$113K 0.02% 466
2021
Q4 		$10.4M Buy
88,989
+3,908
+5% +$470K 0.02% 427
2021
Q3 		$10.4M Buy
85,081
+5,927
+7% +$669K 0.03% 418
2021
Q2 		$7.5M Buy
79,154
+22,764
+40% +$2.23M 0.02% 484
2021
Q1 		$5.26M Buy
+56,390
New +$4.52M 0.02% 497
2019
Q3 		– Sell
-53,235
Closed -$2.23M – 1428
2019
Q2 		$2.23M Buy
53,235
+24
+0% +$955 0.01% 572
2019
Q1 		$1.9M Hold
53,211
– – 0.01% 623
2018
Q4 		$1.9M Hold
53,211
– – 0.01% 583
2018
Q3 		$2.21M Hold
53,211
– – 0.01% 603
2018
Q2 		$2.58M Sell
53,211
-500
-0.9% -$23.7K 0.01% 544
2018
Q1 		$2.51M Hold
53,711
– – 0.02% 442
2017
Q4 		$2.76M Hold
53,711
– – 0.02% 428
2017
Q3 		$2.55M Sell
53,711
-3
-0% -$130 0.02% 422
2017
Q2 		$2.27M Sell
53,714
-2,879
-5% -$117K 0.02% 436
2017
Q1 		$2.39M Sell
56,593
-82
-0.1% -$3.92K 0.02% 439
2016
Q4 		$2.76M Sell
56,675
-208
-0.4% -$9.65K 0.02% 377
2016
Q3 		$2.77M Buy
56,883
+1,086
+2% +$53.4K 0.03% 369
2016
Q2 		$2.62M Sell
55,797
-53,185
-49% -$2.55M 0.03% 387
2016
Q1 		$5.09M Buy
108,982
+44,445
+69% +$2.15M 0.05% 247
2015
Q4 		$3.85M Buy
64,537
+639
+1% +$39.6K 0.04% 264
2015
Q3 		$3.72M Sell
63,898
-69
-0.1% -$4.2K 0.05% 257
2015
Q2 		$4.03M Sell
63,967
-1
-0% -$64 0.05% 267
2015
Q1 		$4.12M Buy
63,968
+1
+0% +$61 0.05% 267
2014
Q4 		$3.87M Sell
63,967
-18
-0% -$1.01K 0.05% 277
2014
Q3 		$3.22M Buy
+63,985
New +$3.5M 0.04% 300

Other funds holding AN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in AutoNation (AN) in Q3 2023: 2,025 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in AN as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in AN in Q3 2014 and has held it in 30 quarters since. The position peaked at $13.2M in Q1 2023. 436 funds tracked by Wall St. Rank hold AN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,025 shares of AutoNation worth $307K as of Q3 2023.
  • AutoNation was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • AutoNation made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1466 holding.
  • JP Morgan Private Wealth Advisors first reported a position in AutoNation in Q3 2014 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's AutoNation position peaked at $13.2M in Q1 2023.
  • 436 funds tracked by Wall St. Rank held AutoNation as of Q3 2023.

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