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JP Morgan Private Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$879K Sell
26,246
-2,038
-7% -$68.8K ﹤0.01% 1028
2023
Q2 		$924K Sell
28,284
-1,691
-6% -$54.4K ﹤0.01% 788
2023
Q1 		$981K Buy
29,975
+2,075
+7% +$67.4K ﹤0.01% 1171
2022
Q4 		$800K Buy
+27,900
New +$840K ﹤0.01% 1253

Other funds holding BAM

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Brookfield Asset Management (BAM) stake by 7.2% in Q3 2023, selling an estimated $68.8K and leaving 26,246 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

JP Morgan Private Wealth Advisors first reported a position in BAM in Q4 2022 and has held it in 4 quarters since. The position peaked at $981K in Q1 2023. 449 funds tracked by Wall St. Rank hold BAM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 26,246 shares of Brookfield Asset Management worth $879K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,038 Brookfield Asset Management shares in Q3 2023, an estimated $68.8K.
  • Brookfield Asset Management made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1028 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Brookfield Asset Management position peaked at $981K in Q1 2023.
  • 449 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2023.

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