JP Morgan Private Wealth Advisors’s Bright Horizons BFAM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BFAM Stock Details BFAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$554K	Buy	6,807 +5	+0.1%	+$462	﹤0.01%	1211
2023 Q2	$629K	Sell	6,802 -57	-0.8%	-$4.82K	﹤0.01%	943
2023 Q1	$528K	Sell	6,859 -198	-3%	-$15.2K	﹤0.01%	1456
2022 Q4	$445K	Sell	7,057 -3,987	-36%	-$261K	﹤0.01%	1514
2022 Q3	$637K	Buy	11,044 +1,309	+13%	+$99.6K	﹤0.01%	1357
2022 Q2	$823K	Sell	9,735 -46,647	-83%	-$4.64M	﹤0.01%	1232
2022 Q1	$7.48M	Buy	56,382 +548	+1%	+$71.2K	0.02%	516
2021 Q4	$7.03M	Sell	55,834 -1,359	-2%	-$189K	0.02%	523
2021 Q3	$7.97M	Buy	57,193 +2,875	+5%	+$422K	0.02%	478
2021 Q2	$7.99M	Buy	54,318 +12,472	+30%	+$1.87M	0.02%	471
2021 Q1	$7.17M	Buy	41,846 +25,547	+157%	+$4.21M	0.02%	428
2020 Q4	$2.82M	Buy	16,299 +7,374	+83%	+$1.21M	0.01%	626
2020 Q3	$1.36M	Buy	8,925 +305	+4%	+$38.4K	0.01%	772
2020 Q2	$1.01M	Buy	8,620 +2,623	+44%	+$299K	﹤0.01%	810
2020 Q1	$612K	Sell	5,997 -17,940	-75%	-$2.64M	﹤0.01%	859
2019 Q4	$3.6M	Buy	+23,937	New	+$3.59M	0.02%	495

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Bright Horizons (BFAM) stake by 0.07% in Q3 2023, buying an estimated $462 and bringing the position to 6,807 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

JP Morgan Private Wealth Advisors first reported a position in BFAM in Q4 2019 and has held it in 16 quarters since. The position peaked at $7.99M in Q2 2021. 294 funds tracked by Wall St. Rank hold BFAM as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,807 shares of Bright Horizons worth $554K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 5 Bright Horizons shares in Q3 2023, an estimated $462.
Bright Horizons made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1211 holding.
JP Morgan Private Wealth Advisors first reported a position in Bright Horizons in Q4 2019 and has held it in 16 quarters since.
JP Morgan Private Wealth Advisors's Bright Horizons position peaked at $7.99M in Q2 2021.
294 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2023.

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