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JP Morgan Private Wealth Advisors’s Ares Management ARES Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$151M Buy
1,464,266
+698,246
+91% +$70.6M 0.43% 57
2023
Q2 		$73.8M Sell
766,020
-27,851
-4% -$2.41M 0.38% 60
2023
Q1 		$66.2M Buy
793,871
+79,390
+11% +$6.31M 0.14% 158
2022
Q4 		$48.9M Sell
714,481
-33,997
-5% -$2.45M 0.11% 184
2022
Q3 		$46.4M Buy
748,478
+55,535
+8% +$3.88M 0.12% 176
2022
Q2 		$39.4M Buy
692,943
+27,851
+4% +$1.93M 0.1% 200
2022
Q1 		$54M Buy
665,092
+43,282
+7% +$3.32M 0.12% 178
2021
Q4 		$50.5M Buy
621,810
+10,902
+2% +$887K 0.11% 188
2021
Q3 		$45.1M Buy
610,908
+37,516
+7% +$2.7M 0.11% 193
2021
Q2 		$36.5M Buy
573,392
+184,105
+47% +$10.3M 0.09% 216
2021
Q1 		$21.8M Sell
389,287
-46,261
-11% -$2.33M 0.07% 251
2020
Q4 		$20.5M Buy
435,548
+11,627
+3% +$526K 0.07% 251
2020
Q3 		$17.1M Buy
423,921
+202,510
+91% +$8.09M 0.07% 234
2020
Q2 		$8.79M Buy
+221,411
New +$7.82M 0.04% 304
2019
Q1 		– Sell
-12,608
Closed -$224K – 1459
2018
Q4 		$224K Sell
12,608
-15,329
-55% -$321K ﹤0.01% 1292
2018
Q3 		$648K Buy
+27,937
New +$599K ﹤0.01% 982

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Ares Management (ARES) stake by 91% in Q3 2023, buying an estimated $70.6M and bringing the position to 1,464,266 shares worth $151M. The position accounts for 0.43% of the portfolio, ranked #57.

JP Morgan Private Wealth Advisors first reported a position in ARES in Q3 2018 and has held it in 16 quarters since. 488 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,464,266 shares of Ares Management worth $151M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 698,246 Ares Management shares in Q3 2023, an estimated $70.6M.
  • Ares Management made up 0.43% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #57 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Ares Management in Q3 2018 and has held it in 16 quarters since.
  • 488 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

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