JMPWA
B

JP Morgan Private Wealth Advisors’s Barnes Group Inc. B Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,939
Closed -$400K – 1949
2023
Q1 		$400K Sell
9,939
-512
-5% -$21.6K ﹤0.01% 1558
2022
Q4 		$427K Sell
10,451
-440
-4% -$16.4K ﹤0.01% 1532
2022
Q3 		$315K Buy
10,891
+68
+0.6% +$2.18K ﹤0.01% 1636
2022
Q2 		$337K Sell
10,823
-1,205
-10% -$42K ﹤0.01% 1604
2022
Q1 		$483K Sell
12,028
-282
-2% -$12.6K ﹤0.01% 1553
2021
Q4 		$574K Sell
12,310
-828
-6% -$36.6K ﹤0.01% 1495
2021
Q3 		$548K Sell
13,138
-98
-0.7% -$4.67K ﹤0.01% 1464
2021
Q2 		$678K Buy
13,236
+647
+5% +$33.6K ﹤0.01% 1367
2021
Q1 		$624K Buy
12,589
+1,342
+12% +$70.4K ﹤0.01% 1240
2020
Q4 		$570K Buy
11,247
+183
+2% +$8.1K ﹤0.01% 1242
2020
Q3 		$395K Buy
11,064
+268
+2% +$10.2K ﹤0.01% 1245
2020
Q2 		$427K Buy
+10,796
New +$415K ﹤0.01% 1174

Other funds holding B

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's B Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Barnes Group Inc. (B) in Q2 2023, closing a stake of 9,939 shares — an estimated $400K sold.

JP Morgan Private Wealth Advisors first reported a position in B in Q2 2020 and held it in 12 quarters. The position peaked at $678K in Q2 2021. 212 funds tracked by Wall St. Rank hold B as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Barnes Group Inc. position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,939 Barnes Group Inc. shares in Q2 2023, an estimated $400K.
  • JP Morgan Private Wealth Advisors first reported a position in Barnes Group Inc. in Q2 2020 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Barnes Group Inc. position peaked at $678K in Q2 2021.
  • 212 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.