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JP Morgan Private Wealth Advisors’s BILL Holdings BILL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,081
Closed -$477K – 1722
2023
Q2 		$477K Sell
4,081
-4,398
-52% -$418K ﹤0.01% 1052
2023
Q1 		$688K Sell
8,479
-4,478
-35% -$415K ﹤0.01% 1341
2022
Q4 		$1.41M Buy
12,957
+603
+5% +$72.4K ﹤0.01% 979
2022
Q3 		$1.64M Buy
12,354
+4,468
+57% +$642K ﹤0.01% 919
2022
Q2 		$867K Sell
7,886
-145,906
-95% -$21.2M ﹤0.01% 1210
2022
Q1 		$34.9M Buy
153,792
+74,134
+93% +$15.5M 0.08% 244
2021
Q4 		$19.8M Sell
79,658
-259
-0.3% -$73.2K 0.04% 312
2021
Q3 		$21.3M Buy
79,917
+2,226
+3% +$514K 0.05% 298
2021
Q2 		$14.2M Sell
77,691
-11,543
-13% -$1.81M 0.04% 366
2021
Q1 		$13M Sell
89,234
-37,915
-30% -$5.68M 0.04% 339
2020
Q4 		$17.4M Buy
127,149
+35,228
+38% +$4.15M 0.06% 283
2020
Q3 		$9.22M Buy
91,921
+72,373
+370% +$6.59M 0.04% 340
2020
Q2 		$1.76M Buy
19,548
+4,118
+27% +$265K 0.01% 619
2020
Q1 		$528K Buy
15,430
+2,083
+16% +$98.6K ﹤0.01% 914
2019
Q4 		$508K Buy
+13,347
New +$507K ﹤0.01% 1044

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of BILL Holdings (BILL) in Q3 2023, closing a stake of 4,081 shares — an estimated $477K sold.

JP Morgan Private Wealth Advisors first reported a position in BILL in Q4 2019 and held it in 15 quarters. The position peaked at $34.9M in Q1 2022. 423 funds tracked by Wall St. Rank hold BILL as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining BILL Holdings position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,081 BILL Holdings shares in Q3 2023, an estimated $477K.
  • JP Morgan Private Wealth Advisors first reported a position in BILL Holdings in Q4 2019 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's BILL Holdings position peaked at $34.9M in Q1 2022.
  • 423 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2023.

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