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JP Morgan Private Wealth Advisors’s BGC Group BGC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-20,908
Closed -$101K – 1900
2021
Q1 		$101K Buy
20,908
+7
+0% +$30 ﹤0.01% 1724
2020
Q4 		$84K Buy
20,901
+2,011
+11% +$7.03K ﹤0.01% 1684
2020
Q3 		$45K Buy
18,890
+12
+0.1% +$31 ﹤0.01% 1577
2020
Q2 		$52K Sell
18,878
-19,605
-51% -$54.3K ﹤0.01% 1531
2020
Q1 		$97K Sell
38,483
-13,715
-26% -$67.1K ﹤0.01% 1366
2019
Q4 		$310K Buy
52,198
+32,474
+165% +$183K ﹤0.01% 1220
2019
Q3 		$108K Buy
+19,724
New +$106K ﹤0.01% 1393
2019
Q1 		– Sell
-30,806
Closed -$159K – 1464
2018
Q4 		$159K Sell
30,806
-26,871
-47% -$177K ﹤0.01% 1364
2018
Q3 		$438K Sell
57,677
-883
-2% -$6.53K ﹤0.01% 1119
2018
Q2 		$427K Buy
58,560
+4,799
+9% +$38.4K ﹤0.01% 1069
2018
Q1 		$465K Sell
53,761
-92
-0.2% -$828 ﹤0.01% 895
2017
Q4 		$524K Buy
53,853
+20,169
+60% +$204K ﹤0.01% 854
2017
Q3 		$313K Buy
33,684
+749
+2% +$6.26K ﹤0.01% 1004
2017
Q2 		$268K Buy
32,935
+1,835
+6% +$13.7K ﹤0.01% 1056
2017
Q1 		$227K Hold
31,100
– – ﹤0.01% 1192
2016
Q4 		$205K Buy
+31,100
New +$188K ﹤0.01% 1154
2013
Q3 		– Sell
-109,161
Closed -$413K – 639
2013
Q2 		$413K Buy
+109,161
New +$397K 0.01% 438

Other funds holding BGC

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
AG
Arctis Global San Juan, Puerto Rico $14.5M AUM 58.16% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BGC Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of BGC Group (BGC) in Q2 2021, closing a stake of 20,908 shares — an estimated $101K sold.

JP Morgan Private Wealth Advisors first reported a position in BGC in Q2 2013 and held it in 17 quarters. The position peaked at $524K in Q4 2017. 213 funds tracked by Wall St. Rank hold BGC as of Q2 2021.

  • JP Morgan Private Wealth Advisors reported no remaining BGC Group position as of Q2 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,908 BGC Group shares in Q2 2021, an estimated $101K.
  • JP Morgan Private Wealth Advisors first reported a position in BGC Group in Q2 2013 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's BGC Group position peaked at $524K in Q4 2017.
  • 213 funds tracked by Wall St. Rank held BGC Group as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.