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JP Morgan Private Wealth Advisors’s Aramark ARMK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ARMK Stock Details ARMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$310K Sell
12,374
-1,065
-8% -$29.9K ﹤0.01% 1460
2023
Q2 		$418K Sell
13,439
-11,617
-46% -$316K ﹤0.01% 1106
2023
Q1 		$648K Sell
25,056
-41,878
-63% -$1.19M ﹤0.01% 1360
2022
Q4 		$2M Buy
66,934
+8,966
+15% +$247K ﹤0.01% 855
2022
Q3 		$1.31M Buy
57,968
+12,068
+26% +$300K ﹤0.01% 1015
2022
Q2 		$1.01M Buy
45,900
+21,449
+88% +$530K ﹤0.01% 1145
2022
Q1 		$664K Buy
24,451
+1,614
+7% +$42.1K ﹤0.01% 1404
2021
Q4 		$608K Buy
22,837
+720
+3% +$18.8K ﹤0.01% 1475
2021
Q3 		$525K Buy
22,117
+1,709
+8% +$42.3K ﹤0.01% 1481
2021
Q2 		$549K Buy
20,408
+208
+1% +$5.71K ﹤0.01% 1443
2021
Q1 		$551K Sell
20,200
-1,654
-8% -$45.3K ﹤0.01% 1272
2020
Q4 		$607K Buy
21,854
+2,636
+14% +$63.1K ﹤0.01% 1213
2020
Q3 		$367K Sell
19,218
-820
-4% -$14.6K ﹤0.01% 1279
2020
Q2 		$327K Buy
20,038
+162
+0.8% +$2.84K ﹤0.01% 1273
2020
Q1 		$286K Buy
19,876
+5,130
+35% +$135K ﹤0.01% 1151
2019
Q4 		$462K Buy
14,746
+2,005
+16% +$62.9K ﹤0.01% 1077
2019
Q3 		$401K Buy
12,741
+3,517
+38% +$98.9K ﹤0.01% 1074
2019
Q2 		$240K Buy
+9,224
New +$216K ﹤0.01% 1232
2019
Q1 		– Sell
-10,464
Closed -$219K – 1460
2018
Q4 		$219K Buy
10,464
+2,022
+24% +$52.5K ﹤0.01% 1303
2018
Q3 		$262K Buy
+8,442
New +$247K ﹤0.01% 1367
2017
Q4 		– Sell
-7,007
Closed -$206K – 1293
2017
Q3 		$206K Buy
+7,007
New +$203K ﹤0.01% 1144
2016
Q3 		– Sell
-10,432
Closed -$252K – 1228
2016
Q2 		$252K Buy
+10,432
New +$251K ﹤0.01% 1053

Other funds holding ARMK

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Aramark (ARMK) stake by 7.9% in Q3 2023, selling an estimated $29.9K and leaving 12,374 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

JP Morgan Private Wealth Advisors first reported a position in ARMK in Q2 2016 and has held it in 22 quarters since. The position peaked at $2M in Q4 2022. 364 funds tracked by Wall St. Rank hold ARMK as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,374 shares of Aramark worth $310K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,065 Aramark shares in Q3 2023, an estimated $29.9K.
  • Aramark made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1460 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Aramark in Q2 2016 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Aramark position peaked at $2M in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Aramark as of Q3 2023.

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