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JP Morgan Private Wealth Advisors’s Alibaba BABA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$11M Buy
+127,128
New +$11.6M 0.03% 361
2023
Q2 		– Sell
-164,189
Closed -$16.8M – 1510
2023
Q1 		$16.8M Buy
164,189
+72,479
+79% +$7.26M 0.04% 336
2022
Q4 		$8.08M Sell
91,710
-16,406
-15% -$1.29M 0.02% 471
2022
Q3 		$8.65M Sell
108,116
-75,535
-41% -$7.2M 0.02% 424
2022
Q2 		$20.9M Sell
183,651
-13,878
-7% -$1.36M 0.05% 277
2022
Q1 		$21.5M Buy
197,529
+68,150
+53% +$7.85M 0.05% 309
2021
Q4 		$15.4M Sell
129,379
-155,970
-55% -$22.7M 0.03% 364
2021
Q3 		$42.2M Sell
285,349
-52,778
-16% -$9.6M 0.1% 200
2021
Q2 		$76.7M Buy
338,127
+85,537
+34% +$19M 0.2% 124
2021
Q1 		$57.3M Buy
252,590
+23,112
+10% +$5.68M 0.19% 128
2020
Q4 		$53.4M Buy
229,478
+55,620
+32% +$15.4M 0.17% 136
2020
Q3 		$51.1M Buy
173,858
+22,018
+15% +$5.8M 0.2% 115
2020
Q2 		$32.8M Buy
151,840
+1,376
+0.9% +$287K 0.15% 142
2020
Q1 		$29.3M Buy
150,464
+4,514
+3% +$942K 0.17% 133
2019
Q4 		$31M Buy
145,950
+41,886
+40% +$7.86M 0.14% 148
2019
Q3 		$17.4M Buy
104,064
+17,141
+20% +$2.95M 0.09% 206
2019
Q2 		$14.7M Sell
86,923
-4,942
-5% -$853K 0.08% 226
2019
Q1 		$16.8M Sell
91,865
-9,139
-9% -$1.54M 0.09% 213
2018
Q4 		$13.8M Sell
101,004
-9,021
-8% -$1.33M 0.08% 217
2018
Q3 		$18.1M Buy
110,025
+22,373
+26% +$3.96M 0.09% 214
2018
Q2 		$16.3M Buy
87,652
+8,521
+11% +$1.62M 0.09% 210
2018
Q1 		$14.5M Buy
79,131
+10,054
+15% +$1.89M 0.1% 189
2017
Q4 		$11.9M Buy
69,077
+2,980
+5% +$534K 0.08% 218
2017
Q3 		$11.4M Buy
66,097
+4,529
+7% +$734K 0.08% 205
2017
Q2 		$8.68M Sell
61,568
-10,301
-14% -$1.27M 0.07% 232
2017
Q1 		$7.75M Sell
71,869
-9,708
-12% -$988K 0.06% 248
2016
Q4 		$7.16M Buy
81,577
+5,220
+7% +$503K 0.06% 232
2016
Q3 		$8.08M Buy
76,357
+12,541
+20% +$1.16M 0.08% 214
2016
Q2 		$5.08M Sell
63,816
-32,028
-33% -$2.51M 0.05% 265
2016
Q1 		$7.58M Buy
95,844
+58,782
+159% +$4.14M 0.07% 206
2015
Q4 		$3.01M Buy
37,062
+8,838
+31% +$693K 0.03% 300
2015
Q3 		$1.66M Sell
28,224
-11,709
-29% -$851K 0.02% 369
2015
Q2 		$3.29M Buy
39,933
+11,233
+39% +$965K 0.04% 296
2015
Q1 		$2.39M Buy
28,700
+7,952
+38% +$718K 0.03% 339
2014
Q4 		$2.16M Buy
20,748
+10,216
+97% +$1.05M 0.03% 366
2014
Q3 		$936K Buy
+10,532
New +$946K 0.01% 531

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Alibaba (BABA) in Q3 2023: 127,128 shares worth $11M. The stake represents 0.03% of the portfolio and ranks #361 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in BABA as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in BABA in Q3 2014 and has held it in 36 quarters since. The position peaked at $76.7M in Q2 2021. 1,155 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 127,128 shares of Alibaba worth $11M as of Q3 2023.
  • Alibaba was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Alibaba made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #361 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Alibaba in Q3 2014 and has held it in 36 quarters since.
  • JP Morgan Private Wealth Advisors's Alibaba position peaked at $76.7M in Q2 2021.
  • 1,155 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

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