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JP Morgan Private Wealth Advisors’s Credicorp BAP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BAP Stock Details BAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$337K Sell
2,634
-782
-23% -$114K ﹤0.01% 1416
2023
Q2 		$504K Buy
3,416
+1,362
+66% +$187K ﹤0.01% 1022
2023
Q1 		$272K Buy
+2,054
New +$276K ﹤0.01% 1721
2014
Q2 		– Sell
-4,203
Closed -$558K – 893
2014
Q1 		$558K Buy
+4,203
New +$527K 0.01% 539

Other funds holding BAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Credicorp (BAP) stake by 23% in Q3 2023, selling an estimated $114K and leaving 2,634 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

JP Morgan Private Wealth Advisors first reported a position in BAP in Q1 2014 and has held it in 4 quarters since. The position peaked at $558K in Q1 2014. 273 funds tracked by Wall St. Rank hold BAP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,634 shares of Credicorp worth $337K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 782 Credicorp shares in Q3 2023, an estimated $114K.
  • Credicorp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1416 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Credicorp in Q1 2014 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Credicorp position peaked at $558K in Q1 2014.
  • 273 funds tracked by Wall St. Rank held Credicorp as of Q3 2023.

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