JMPWA
BERY

JP Morgan Private Wealth Advisors’s Berry Global Group, Inc. BERY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.39M Sell
59,633
-1,526
-2% -$89.7K 0.01% 596
2023
Q2 		$3.61M Sell
61,159
-5,279
-8% -$288K 0.02% 402
2023
Q1 		$3.59M Buy
66,438
+766
+1% +$42.4K 0.01% 682
2022
Q4 		$3.64M Buy
65,672
+1,905
+3% +$93.4K 0.01% 662
2022
Q3 		$2.73M Buy
63,767
+6,802
+12% +$342K 0.01% 741
2022
Q2 		$2.86M Sell
56,965
-2,442
-4% -$127K 0.01% 732
2022
Q1 		$3.16M Buy
59,407
+4,347
+8% +$254K 0.01% 753
2021
Q4 		$3.73M Buy
55,060
+412
+0.8% +$25.5K 0.01% 697
2021
Q3 		$3.06M Sell
54,648
-5,809
-10% -$344K 0.01% 731
2021
Q2 		$3.62M Buy
60,457
+13,754
+29% +$828K 0.01% 675
2021
Q1 		$2.63M Buy
46,703
+578
+1% +$30K 0.01% 674
2020
Q4 		$2.38M Buy
46,125
+4,254
+10% +$203K 0.01% 674
2020
Q3 		$1.86M Sell
41,871
-3,271
-7% -$150K 0.01% 668
2020
Q2 		$1.84M Buy
+45,142
New +$1.69M 0.01% 608
2018
Q4 		– Sell
-25,170
Closed -$1.12M – 1607
2018
Q3 		$1.12M Sell
25,170
-1,002
-4% -$44K 0.01% 793
2018
Q2 		$1.1M Buy
26,172
+1,396
+6% +$64.8K 0.01% 739
2018
Q1 		$1.25M Buy
24,776
+3,122
+14% +$163K 0.01% 597
2017
Q4 		$1.17M Buy
+21,654
New +$1.18M 0.01% 619
2017
Q1 		– Sell
-6,493
Closed -$291K – 1376
2016
Q4 		$291K Sell
6,493
-12
-0.2% -$513 ﹤0.01% 1008
2016
Q3 		$262K Sell
6,505
-10,160
-61% -$399K ﹤0.01% 1042
2016
Q2 		$595K Sell
16,665
-8
-0% -$274 0.01% 732
2016
Q1 		$553K Buy
+16,673
New +$485K 0.01% 718

Other funds holding BERY

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Berry Global Group, Inc. (BERY) stake by 2.5% in Q3 2023, selling an estimated $89.7K and leaving 59,633 shares worth $3.39M. The position accounts for 0.01% of the portfolio, ranked #596.

JP Morgan Private Wealth Advisors first reported a position in BERY in Q1 2016 and has held it in 22 quarters since. The position peaked at $3.73M in Q4 2021. 397 funds tracked by Wall St. Rank hold BERY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 59,633 shares of Berry Global Group, Inc. worth $3.39M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,526 Berry Global Group, Inc. shares in Q3 2023, an estimated $89.7K.
  • Berry Global Group, Inc. made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #596 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Berry Global Group, Inc. in Q1 2016 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Berry Global Group, Inc. position peaked at $3.73M in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q3 2023.

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