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JP Morgan Private Wealth Advisors’s ASE Group ASX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$579K Buy
77,021
+5,538
+8% +$43K ﹤0.01% 1186
2023
Q2 		$557K Sell
71,483
-6,521
-8% -$50.2K ﹤0.01% 985
2023
Q1 		$622K Sell
78,004
-3,126
-4% -$22.8K ﹤0.01% 1382
2022
Q4 		$509K Sell
81,130
-35,758
-31% -$209K ﹤0.01% 1469
2022
Q3 		$583K Buy
116,888
+2,686
+2% +$15.1K ﹤0.01% 1390
2022
Q2 		$590K Sell
114,202
-18,967
-14% -$126K ﹤0.01% 1389
2022
Q1 		$944K Sell
133,169
-87
-0.1% -$639 ﹤0.01% 1245
2021
Q4 		$1.04M Buy
133,256
+4,367
+3% +$32.1K ﹤0.01% 1220
2021
Q3 		$1.01M Sell
128,889
-7,923
-6% -$68.8K ﹤0.01% 1202
2021
Q2 		$1.1M Sell
136,812
-31,624
-19% -$254K ﹤0.01% 1149
2021
Q1 		$1.3M Buy
168,436
+5,351
+3% +$40K ﹤0.01% 927
2020
Q4 		$952K Buy
163,085
+11,816
+8% +$59K ﹤0.01% 1022
2020
Q3 		$617K Sell
151,269
-14,921
-9% -$66.6K ﹤0.01% 1070
2020
Q2 		$755K Sell
166,190
-39,192
-19% -$167K ﹤0.01% 914
2020
Q1 		$768K Sell
205,382
-45,228
-18% -$212K ﹤0.01% 796
2019
Q4 		$1.39M Sell
250,610
-7,005
-3% -$36K 0.01% 691
2019
Q3 		$1.15M Buy
257,615
+6,416
+3% +$28.2K 0.01% 714
2019
Q2 		$992K Sell
251,199
-35,365
-12% -$148K 0.01% 754
2019
Q1 		$1.24M Buy
286,564
+90,569
+46% +$355K 0.01% 730
2018
Q4 		$735K Sell
195,995
-84,093
-30% -$333K ﹤0.01% 849
2018
Q3 		$1.35M Sell
280,088
-29,512
-10% -$140K 0.01% 731
2018
Q2 		$1.42M Buy
309,600
+79,249
+34% +$436K 0.01% 674
2018
Q1 		$1.67M Buy
230,351
+9,097
+4% +$63.8K 0.01% 522
2017
Q4 		$1.43M Buy
221,254
+76,419
+53% +$484K 0.01% 569
2017
Q3 		$895K Buy
144,835
+11,506
+9% +$72.1K 0.01% 661
2017
Q2 		$841K Buy
133,329
+62,220
+87% +$390K 0.01% 663
2017
Q1 		$461K Buy
+71,109
New +$424K ﹤0.01% 889
2016
Q1 		– Sell
-15,106
Closed -$86K – 1242
2015
Q4 		$86K Buy
+15,106
New +$84.6K ﹤0.01% 1081

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its ASE Group (ASX) stake by 7.7% in Q3 2023, buying an estimated $43K and bringing the position to 77,021 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

JP Morgan Private Wealth Advisors first reported a position in ASX in Q4 2015 and has held it in 28 quarters since. The position peaked at $1.67M in Q1 2018. 258 funds tracked by Wall St. Rank hold ASX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 77,021 shares of ASE Group worth $579K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 5,538 ASE Group shares in Q3 2023, an estimated $43K.
  • ASE Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1186 holding.
  • JP Morgan Private Wealth Advisors first reported a position in ASE Group in Q4 2015 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's ASE Group position peaked at $1.67M in Q1 2018.
  • 258 funds tracked by Wall St. Rank held ASE Group as of Q3 2023.

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