JP Morgan Private Wealth Advisors’s BHP BHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$6.85M	Sell	120,361 -4,491	-4%	-$263K	0.02%	437
2023 Q2	$7.45M	Sell	124,852 -46,429	-27%	-$2.77M	0.04%	274
2023 Q1	$10.9M	Buy	171,281 +99	+0.1%	+$6.38K	0.02%	412
2022 Q4	$10.6M	Buy	171,182 +13,315	+8%	+$749K	0.02%	408
2022 Q3	$7.9M	Sell	157,867 -84	-0.1%	-$4.45K	0.02%	447
2022 Q2	$8.87M	Sell	157,951 -12,302	-7%	-$764K	0.02%	430
2022 Q1	$11.7M	Buy	170,253 +35,276	+26%	+$2.14M	0.03%	407
2021 Q4	$7.27M	Sell	134,977 -115,152	-46%	-$5.76M	0.02%	516
2021 Q3	$11.9M	Buy	250,129 +18,962	+8%	+$1.16M	0.03%	393
2021 Q2	$15M	Buy	231,167 +99,716	+76%	+$6.59M	0.04%	357
2021 Q1	$8.14M	Buy	131,451 +47,211	+56%	+$3.04M	0.03%	404
2020 Q4	$4.91M	Buy	84,240 +6,089	+8%	+$305K	0.02%	488
2020 Q3	$3.6M	Buy	78,151 +4,783	+7%	+$230K	0.01%	507
2020 Q2	$3.25M	Sell	73,368 -8,367	-10%	-$327K	0.01%	465
2020 Q1	$2.67M	Sell	81,735 -116,692	-59%	-$4.87M	0.02%	473
2019 Q4	$9.68M	Buy	198,427 +6,404	+3%	+$291K	0.04%	311
2019 Q3	$8.46M	Buy	192,023 +9,112	+5%	+$426K	0.04%	318
2019 Q2	$9.48M	Sell	182,911 -4,005	-2%	-$193K	0.05%	287
2019 Q1	$9.12M	Sell	186,916 -9,716	-5%	-$443K	0.05%	298
2018 Q4	$8.47M	Buy	196,632 +10,182	+5%	+$427K	0.05%	279
2018 Q3	$8.29M	Buy	186,450 +7,079	+4%	+$307K	0.04%	337
2018 Q2	$8M	Buy	179,371 +16,954	+10%	+$734K	0.04%	313
2018 Q1	$6.44M	Buy	162,417 +45,007	+38%	+$1.89M	0.04%	290
2017 Q4	$4.82M	Buy	117,410 +3,688	+3%	+$139K	0.03%	333
2017 Q3	$4.11M	Buy	113,722 +5,287	+5%	+$193K	0.03%	339
2017 Q2	$3.44M	Sell	108,435 -131,703	-55%	-$4.18M	0.03%	361
2017 Q1	$7.78M	Buy	240,138 +173,709	+261%	+$6M	0.06%	247
2016 Q4	$2.12M	Buy	66,429 +1,132	+2%	+$36.6K	0.02%	433
2016 Q3	$2.02M	Sell	65,297 -942	-1%	-$25.9K	0.02%	432
2016 Q2	$1.69M	Sell	66,239 -2,640	-4%	-$65.8K	0.02%	483
2016 Q1	$1.59M	Sell	68,879 -36,784	-35%	-$779K	0.02%	450
2015 Q4	$2.43M	Buy	105,663 +92,192	+684%	+$2.46M	0.02%	338
2015 Q3	$380K	Sell	13,471 -26,674	-66%	-$867K	﹤0.01%	712
2015 Q2	$1.46M	Buy	40,145 +10,217	+34%	+$413K	0.02%	424
2015 Q1	$1.18M	Buy	29,928 +2,300	+8%	+$93.4K	0.01%	483
2014 Q4	$1.1M	Sell	27,628 -14,198	-34%	-$655K	0.01%	511
2014 Q3	$2.08M	Buy	41,826 +4,383	+12%	+$255K	0.03%	364
2014 Q2	$2.17M	Sell	37,443 -10,517	-22%	-$618K	0.04%	281
2014 Q1	$2.75M	Buy	47,960 +4,300	+10%	+$241K	0.05%	247
2013 Q4	$2.52M	Sell	43,660 -9,442	-18%	-$546K	0.05%	233
2013 Q3	$2.99M	Buy	53,102 +1,800	+4%	+$97.9K	0.07%	215
2013 Q2	$2.5M	Buy	+51,302	New	+$2.84M	0.06%	223

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its BHP (BHP) stake by 3.6% in Q3 2023, selling an estimated $263K and leaving 120,361 shares worth $6.85M. The position accounts for 0.02% of the portfolio, ranked #437.

JP Morgan Private Wealth Advisors first reported a position in BHP in Q2 2013 and has held it in 42 quarters since. The position peaked at $15M in Q2 2021. 660 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

JP Morgan Private Wealth Advisors held 120,361 shares of BHP worth $6.85M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 4,491 BHP shares in Q3 2023, an estimated $263K.
BHP made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #437 holding.
JP Morgan Private Wealth Advisors first reported a position in BHP in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's BHP position peaked at $15M in Q2 2021.
660 funds tracked by Wall St. Rank held BHP as of Q3 2023.

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