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JP Morgan Private Wealth Advisors’s BCE BCE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BCE Stock Details BCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.71M Sell
97,138
-54,274
-36% -$2.28M 0.01% 574
2023
Q2 		$6.9M Sell
151,412
-10,240
-6% -$477K 0.04% 288
2023
Q1 		$7.24M Buy
161,652
+69,234
+75% +$3.13M 0.02% 501
2022
Q4 		$4.06M Sell
92,418
-27,890
-23% -$1.26M 0.01% 627
2022
Q3 		$5.05M Buy
120,308
+12,645
+12% +$614K 0.01% 555
2022
Q2 		$5.29M Buy
107,663
+7,642
+8% +$410K 0.01% 552
2022
Q1 		$5.55M Buy
100,021
+18,415
+23% +$977K 0.01% 584
2021
Q4 		$4.25M Buy
81,606
+5,325
+7% +$272K 0.01% 653
2021
Q3 		$3.82M Buy
76,281
+4,089
+6% +$207K 0.01% 663
2021
Q2 		$3.56M Buy
72,192
+17,071
+31% +$827K 0.01% 680
2021
Q1 		$2.49M Sell
55,121
-4,955
-8% -$219K 0.01% 694
2020
Q4 		$2.57M Sell
60,076
-3,817
-6% -$163K 0.01% 644
2020
Q3 		$2.65M Sell
63,893
-5,408
-8% -$229K 0.01% 574
2020
Q2 		$2.9M Buy
69,301
+1,376
+2% +$56.6K 0.01% 487
2020
Q1 		$2.77M Buy
67,925
+2,922
+4% +$131K 0.02% 460
2019
Q4 		$3.01M Buy
65,003
+5,554
+9% +$266K 0.01% 533
2019
Q3 		$2.88M Buy
59,449
+3,679
+7% +$172K 0.02% 518
2019
Q2 		$2.54M Buy
55,770
+2,279
+4% +$103K 0.01% 540
2019
Q1 		$2.37M Buy
53,491
+11,855
+28% +$511K 0.01% 573
2018
Q4 		$1.65M Sell
41,636
-28,154
-40% -$1.15M 0.01% 614
2018
Q3 		$2.83M Sell
69,790
-2,284
-3% -$94.1K 0.01% 553
2018
Q2 		$2.92M Buy
72,074
+834
+1% +$35K 0.02% 519
2018
Q1 		$3.07M Buy
71,240
+4,145
+6% +$186K 0.02% 409
2017
Q4 		$3.22M Sell
67,095
-97
-0.1% -$4.62K 0.02% 397
2017
Q3 		$3.15M Buy
67,192
+480
+0.7% +$22.5K 0.02% 391
2017
Q2 		$3M Buy
66,712
+4,397
+7% +$198K 0.02% 391
2017
Q1 		$2.76M Sell
62,315
-101,532
-62% -$4.47M 0.02% 415
2016
Q4 		$7.08M Buy
163,847
+2,811
+2% +$124K 0.06% 236
2016
Q3 		$7.44M Buy
161,036
+6,796
+4% +$322K 0.07% 226
2016
Q2 		$7.3M Buy
154,240
+122,870
+392% +$5.69M 0.07% 224
2016
Q1 		$1.43M Sell
31,370
-104,674
-77% -$4.37M 0.01% 477
2015
Q4 		$5.25M Buy
136,044
+126,284
+1,294% +$5.32M 0.05% 231
2015
Q3 		$400K Sell
9,760
-106,123
-92% -$4.36M 0.01% 697
2015
Q2 		$4.92M Buy
+115,883
New +$5.09M 0.06% 245
2015
Q1 		– Sell
-231,991
Closed -$10.6M – 1137
2014
Q4 		$10.6M Buy
231,991
+116,050
+100% +$5.21M 0.13% 176
2014
Q3 		$4.96M Buy
115,941
+2,125
+2% +$94.9K 0.06% 248
2014
Q2 		$5.16M Buy
113,816
+1,702
+2% +$76.7K 0.09% 206
2014
Q1 		$4.84M Buy
+112,114
New +$4.77M 0.09% 195

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its BCE (BCE) stake by 36% in Q3 2023, selling an estimated $2.28M and leaving 97,138 shares worth $3.71M. The position accounts for 0.01% of the portfolio, ranked #574.

JP Morgan Private Wealth Advisors first reported a position in BCE in Q1 2014 and has held it in 38 quarters since. The position peaked at $10.6M in Q4 2014. 563 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 97,138 shares of BCE worth $3.71M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 54,274 BCE shares in Q3 2023, an estimated $2.28M.
  • BCE made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #574 holding.
  • JP Morgan Private Wealth Advisors first reported a position in BCE in Q1 2014 and has held it in 38 quarters since.
  • JP Morgan Private Wealth Advisors's BCE position peaked at $10.6M in Q4 2014.
  • 563 funds tracked by Wall St. Rank held BCE as of Q3 2023.

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