JMPWA
APAM icon

JP Morgan Private Wealth Advisors’s Artisan Partners APAM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$364K Sell
9,725
-182
-2% -$7.06K ﹤0.01% 1379
2023
Q2 		$389K Sell
9,907
-4,768
-32% -$165K ﹤0.01% 1128
2023
Q1 		$469K Sell
14,675
-2,221
-13% -$74.5K ﹤0.01% 1502
2022
Q4 		$502K Buy
16,896
+4,437
+36% +$136K ﹤0.01% 1477
2022
Q3 		$336K Buy
12,459
+3,827
+44% +$135K ﹤0.01% 1609
2022
Q2 		$307K Sell
8,632
-232
-3% -$8.44K ﹤0.01% 1638
2022
Q1 		$349K Buy
8,864
+1,221
+16% +$49.6K ﹤0.01% 1687
2021
Q4 		$364K Buy
7,643
+206
+3% +$9.89K ﹤0.01% 1666
2021
Q3 		$364K Buy
7,437
+205
+3% +$10.3K ﹤0.01% 1628
2021
Q2 		$368K Buy
7,232
+2,789
+63% +$147K ﹤0.01% 1607
2021
Q1 		$232K Sell
4,443
-1,186
-21% -$60.5K ﹤0.01% 1629
2020
Q4 		$283K Buy
+5,629
New +$256K ﹤0.01% 1522
2018
Q4 		– Sell
-14,705
Closed -$476K – 1451
2018
Q3 		$476K Sell
14,705
-277
-2% -$9.03K ﹤0.01% 1093
2018
Q2 		$452K Sell
14,982
-1,657
-10% -$53.8K ﹤0.01% 1045
2018
Q1 		$554K Sell
16,639
-118
-0.7% -$4.26K ﹤0.01% 839
2017
Q4 		$662K Buy
16,757
+2,229
+15% +$82.7K ﹤0.01% 775
2017
Q3 		$474K Buy
14,528
+18
+0.1% +$560 ﹤0.01% 868
2017
Q2 		$445K Sell
14,510
-300
-2% -$8.62K ﹤0.01% 872
2017
Q1 		$409K Buy
14,810
+1,738
+13% +$49.9K ﹤0.01% 937
2016
Q4 		$389K Buy
13,072
+3,774
+41% +$108K ﹤0.01% 902
2016
Q3 		$252K Buy
+9,298
New +$254K ﹤0.01% 1054
2016
Q1 		– Sell
-11,411
Closed -$411K – 1240
2015
Q4 		$411K Buy
11,411
+5,090
+81% +$188K ﹤0.01% 751
2015
Q3 		$223K Buy
+6,321
New +$273K ﹤0.01% 904

Other funds holding APAM

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Artisan Partners (APAM) stake by 1.8% in Q3 2023, selling an estimated $7.06K and leaving 9,725 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

JP Morgan Private Wealth Advisors first reported a position in APAM in Q3 2015 and has held it in 23 quarters since. The position peaked at $662K in Q4 2017. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,725 shares of Artisan Partners worth $364K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 182 Artisan Partners shares in Q3 2023, an estimated $7.06K.
  • Artisan Partners made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1379 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Artisan Partners in Q3 2015 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's Artisan Partners position peaked at $662K in Q4 2017.
  • 300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2023.

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