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JP Morgan Private Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.41M Buy
31,168
+128
+0.4% +$14.7K 0.01% 593
2023
Q2 		$3.46M Sell
31,040
-13,131
-30% -$1.3M 0.02% 412
2023
Q1 		$4.09M Buy
44,171
+6,574
+17% +$623K 0.01% 638
2022
Q4 		$3.93M Buy
37,597
+14,936
+66% +$1.55M 0.01% 640
2022
Q3 		$2.09M Buy
22,661
+4,697
+26% +$445K 0.01% 822
2022
Q2 		$1.62M Buy
17,964
+265
+1% +$22.6K ﹤0.01% 915
2022
Q1 		$1.55M Buy
17,699
+3,938
+29% +$324K ﹤0.01% 1007
2021
Q4 		$1.17M Buy
13,761
+1,036
+8% +$87.4K ﹤0.01% 1165
2021
Q3 		$1.01M Buy
12,725
+1,858
+17% +$155K ﹤0.01% 1203
2021
Q2 		$926K Buy
10,867
+1,974
+22% +$167K ﹤0.01% 1236
2021
Q1 		$716K Sell
8,893
-10,756
-55% -$903K ﹤0.01% 1183
2020
Q4 		$1.71M Buy
19,649
+618
+3% +$52.6K 0.01% 798
2020
Q3 		$1.58M Buy
19,031
+2,425
+15% +$199K 0.01% 720
2020
Q2 		$1.29M Buy
16,606
+726
+5% +$54.9K 0.01% 717
2020
Q1 		$1.09M Buy
15,880
+11,117
+233% +$819K 0.01% 685
2019
Q4 		$339K Buy
4,763
+1,104
+30% +$78.6K ﹤0.01% 1184
2019
Q3 		$260K Buy
+3,659
New +$259K ﹤0.01% 1246
2019
Q1 		– Sell
-66,137
Closed -$2.98M – 1463
2018
Q4 		$2.98M Sell
66,137
-160
-0.2% -$7.86K 0.02% 481
2018
Q3 		$3.29M Buy
+66,297
New +$3.23M 0.02% 517
2017
Q4 		– Sell
-75,807
Closed -$2.83M – 1294
2017
Q3 		$2.83M Sell
75,807
-40,108
-35% -$1.38M 0.02% 408
2017
Q2 		$3.77M Sell
115,915
-13,751
-11% -$494K 0.03% 347
2017
Q1 		$4.59M Buy
129,666
+3,145
+2% +$112K 0.04% 320
2016
Q4 		$4.56M Buy
+126,521
New +$4.29M 0.04% 296
2016
Q3 		– Sell
-107,707
Closed -$3.19M – 1231
2016
Q2 		$3.19M Buy
+107,707
New +$3.08M 0.03% 344

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 BAH Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Booz Allen Hamilton (BAH) stake by 0.41% in Q3 2023, buying an estimated $14.7K and bringing the position to 31,168 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #593.

JP Morgan Private Wealth Advisors first reported a position in BAH in Q2 2016 and has held it in 24 quarters since. The position peaked at $4.59M in Q1 2017. 630 funds tracked by Wall St. Rank hold BAH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 31,168 shares of Booz Allen Hamilton worth $3.41M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 128 Booz Allen Hamilton shares in Q3 2023, an estimated $14.7K.
  • Booz Allen Hamilton made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #593 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Booz Allen Hamilton in Q2 2016 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Booz Allen Hamilton position peaked at $4.59M in Q1 2017.
  • 630 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2023.

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