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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Arctis Global San Juan, Puerto Rico $14.5M AUM 58.16% 1-Year Est. Return

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return