JMPWA
ANSS

JP Morgan Private Wealth Advisors’s Ansys ANSS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.16M Sell
7,270
-1,078
-13% -$341K 0.01% 711
2023
Q2 		$2.76M Sell
8,348
-10,596
-56% -$3.36M 0.01% 469
2023
Q1 		$6.3M Sell
18,944
-64
-0.3% -$18.1K 0.01% 535
2022
Q4 		$4.59M Buy
19,008
+357
+2% +$83.2K 0.01% 598
2022
Q3 		$4.13M Sell
18,651
-4,775
-20% -$1.22M 0.01% 610
2022
Q2 		$5.61M Buy
23,426
+142
+0.6% +$37.6K 0.01% 542
2022
Q1 		$7.4M Buy
23,284
+541
+2% +$177K 0.02% 519
2021
Q4 		$9.12M Buy
22,743
+1,251
+6% +$481K 0.02% 455
2021
Q3 		$7.32M Buy
21,492
+2,182
+11% +$788K 0.02% 499
2021
Q2 		$6.7M Buy
19,310
+6,869
+55% +$2.38M 0.02% 512
2021
Q1 		$4.22M Sell
12,441
-3,500
-22% -$1.24M 0.01% 554
2020
Q4 		$5.8M Buy
15,941
+3,486
+28% +$1.17M 0.02% 447
2020
Q3 		$4.08M Buy
12,455
+4,638
+59% +$1.45M 0.02% 478
2020
Q2 		$2.28M Buy
7,817
+1,554
+25% +$414K 0.01% 548
2020
Q1 		$1.46M Buy
6,263
+1,551
+33% +$400K 0.01% 605
2019
Q4 		$1.21M Sell
4,712
-119
-2% -$28.1K 0.01% 728
2019
Q3 		$1.07M Buy
4,831
+873
+22% +$184K 0.01% 730
2019
Q2 		$811K Sell
3,958
-49
-1% -$9.34K ﹤0.01% 814
2019
Q1 		$732K Sell
4,007
-30
-0.7% -$5.07K ﹤0.01% 884
2018
Q4 		$577K Sell
4,037
-1,578
-28% -$245K ﹤0.01% 917
2018
Q3 		$1.05M Buy
5,615
+1,107
+25% +$198K 0.01% 815
2018
Q2 		$786K Buy
4,508
+592
+15% +$98.5K ﹤0.01% 846
2018
Q1 		$614K Sell
3,916
-109
-3% -$17.4K ﹤0.01% 800
2017
Q4 		$594K Buy
4,025
+451
+13% +$63.8K ﹤0.01% 815
2017
Q3 		$438K Buy
3,574
+77
+2% +$9.67K ﹤0.01% 895
2017
Q2 		$425K Buy
3,497
+169
+5% +$19.9K ﹤0.01% 886
2017
Q1 		$355K Buy
3,328
+513
+18% +$51.4K ﹤0.01% 1003
2016
Q4 		$261K Buy
+2,815
New +$259K ﹤0.01% 1060
2016
Q3 		– Sell
-3,645
Closed -$331K – 1227
2016
Q2 		$331K Buy
+3,645
New +$322K ﹤0.01% 937

Other funds holding ANSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Ansys (ANSS) stake by 13% in Q3 2023, selling an estimated $341K and leaving 7,270 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #711.

JP Morgan Private Wealth Advisors first reported a position in ANSS in Q2 2016 and has held it in 29 quarters since. The position peaked at $9.12M in Q4 2021. 776 funds tracked by Wall St. Rank hold ANSS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,270 shares of Ansys worth $2.16M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,078 Ansys shares in Q3 2023, an estimated $341K.
  • Ansys made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #711 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Ansys in Q2 2016 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's Ansys position peaked at $9.12M in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Ansys as of Q3 2023.

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