JP Morgan Private Wealth Advisors’s American Public Education APEI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio APEI Stock Details APEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-63,591	Closed	-$782K	–	1937
2022 Q4	$782K	Buy	63,591 +525	+0.8%	+$6.51K	﹤0.01%	1267
2022 Q3	$576K	Buy	63,066 +19,063	+43%	+$237K	﹤0.01%	1395
2022 Q2	$711K	Buy	44,003 +3,918	+10%	+$66.8K	﹤0.01%	1303
2022 Q1	$851K	Buy	40,085 +2,214	+6%	+$46.6K	﹤0.01%	1293
2021 Q4	$843K	Sell	37,871 -237	-0.6%	-$5.63K	﹤0.01%	1329
2021 Q3	$976K	Buy	38,108 +1,333	+4%	+$36.5K	﹤0.01%	1218
2021 Q2	$1.04M	Buy	36,775 +5,111	+16%	+$154K	﹤0.01%	1177
2021 Q1	$1.13M	Buy	31,664 +8,208	+35%	+$257K	﹤0.01%	984
2020 Q4	$715K	Buy	23,456 +1,523	+7%	+$46.8K	﹤0.01%	1140
2020 Q3	$618K	Buy	21,933 +6,911	+46%	+$210K	﹤0.01%	1069
2020 Q2	$445K	Buy	+15,022	New	+$420K	﹤0.01%	1153

Other funds holding APEI

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Private Wealth Advisors's APEI Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of American Public Education (APEI) in Q1 2023, closing a stake of 63,591 shares — an estimated $782K sold.

JP Morgan Private Wealth Advisors first reported a position in APEI in Q2 2020 and held it in 11 quarters. The position peaked at $1.13M in Q1 2021. 94 funds tracked by Wall St. Rank hold APEI as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining American Public Education position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 63,591 American Public Education shares in Q1 2023, an estimated $782K.
JP Morgan Private Wealth Advisors first reported a position in American Public Education in Q2 2020 and held it in 11 quarters.
JP Morgan Private Wealth Advisors's American Public Education position peaked at $1.13M in Q1 2021.
94 funds tracked by Wall St. Rank held American Public Education as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.