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JP Morgan Private Wealth Advisors’s Bar Harbor Bankshares BHB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BHB Stock Details BHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,384
Closed -$205K – 1943
2022
Q4 		$205K Buy
+6,384
New +$191K ﹤0.01% 1819

Other funds holding BHB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BHB Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Bar Harbor Bankshares (BHB) in Q1 2023, closing a stake of 6,384 shares — an estimated $205K sold.

JP Morgan Private Wealth Advisors first reported a position in BHB in Q4 2022 and held it in 1 quarter. The position peaked at $205K in Q4 2022. 93 funds tracked by Wall St. Rank hold BHB as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Bar Harbor Bankshares position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,384 Bar Harbor Bankshares shares in Q1 2023, an estimated $205K.
  • JP Morgan Private Wealth Advisors first reported a position in Bar Harbor Bankshares in Q4 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Bar Harbor Bankshares position peaked at $205K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.