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JP Morgan Private Wealth Advisors’s Best Buy BBY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.04M Buy
+14,959
New +$1.16M ﹤0.01% 957
2023
Q2 		– Sell
-17,589
Closed -$1.38M – 1516
2023
Q1 		$1.38M Buy
17,589
+5,831
+50% +$480K ﹤0.01% 1028
2022
Q4 		$943K Sell
11,758
-958
-8% -$70.5K ﹤0.01% 1173
2022
Q3 		$805K Buy
12,716
+4,000
+46% +$296K ﹤0.01% 1237
2022
Q2 		$568K Buy
8,716
+832
+11% +$69.3K ﹤0.01% 1406
2022
Q1 		$717K Sell
7,884
-1,500
-16% -$149K ﹤0.01% 1366
2021
Q4 		$953K Buy
9,384
+208
+2% +$23.7K ﹤0.01% 1263
2021
Q3 		$970K Buy
9,176
+1,788
+24% +$201K ﹤0.01% 1221
2021
Q2 		$850K Buy
7,388
+2,324
+46% +$271K ﹤0.01% 1269
2021
Q1 		$581K Sell
5,064
-564
-10% -$63.2K ﹤0.01% 1252
2020
Q4 		$562K Buy
5,628
+514
+10% +$57.5K ﹤0.01% 1248
2020
Q3 		$569K Buy
5,114
+1,327
+35% +$136K ﹤0.01% 1102
2020
Q2 		$331K Sell
3,787
-9,736
-72% -$738K ﹤0.01% 1261
2020
Q1 		$770K Buy
13,523
+1,077
+9% +$85.4K ﹤0.01% 793
2019
Q4 		$1.09M Sell
12,446
-6,323
-34% -$484K 0.01% 770
2019
Q3 		$1.29M Buy
18,769
+3,004
+19% +$210K 0.01% 684
2019
Q2 		$1.1M Sell
15,765
-384
-2% -$26.8K 0.01% 722
2019
Q1 		$1.15M Sell
16,149
-1,140
-7% -$71.1K 0.01% 747
2018
Q4 		$916K Buy
17,289
+5,626
+48% +$368K 0.01% 774
2018
Q3 		$926K Buy
11,663
+1,517
+15% +$117K ﹤0.01% 848
2018
Q2 		$757K Buy
10,146
+534
+6% +$39.5K ﹤0.01% 866
2018
Q1 		$673K Sell
9,612
-3,747
-28% -$269K ﹤0.01% 777
2017
Q4 		$916K Buy
13,359
+1,441
+12% +$85.3K 0.01% 682
2017
Q3 		$679K Sell
11,918
-3,011
-20% -$173K ﹤0.01% 743
2017
Q2 		$856K Sell
14,929
-5,137
-26% -$274K 0.01% 658
2017
Q1 		$986K Buy
20,066
+3,992
+25% +$178K 0.01% 634
2016
Q4 		$686K Buy
16,074
+4,717
+42% +$200K 0.01% 704
2016
Q3 		$433K Sell
11,357
-167
-1% -$5.86K ﹤0.01% 836
2016
Q2 		$353K Buy
+11,524
New +$362K ﹤0.01% 905
2016
Q1 		– Sell
-192,392
Closed -$5.86M – 1244
2015
Q4 		$5.86M Buy
+192,392
New +$6.37M 0.06% 225

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Best Buy (BBY) in Q3 2023: 14,959 shares worth $1.04M. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in BBY as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in BBY in Q4 2015 and has held it in 30 quarters since. The position peaked at $5.86M in Q4 2015. 700 funds tracked by Wall St. Rank hold BBY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,959 shares of Best Buy worth $1.04M as of Q3 2023.
  • Best Buy was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Best Buy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #957 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Best Buy in Q4 2015 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Best Buy position peaked at $5.86M in Q4 2015.
  • 700 funds tracked by Wall St. Rank held Best Buy as of Q3 2023.

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