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JP Morgan Private Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.01M Sell
14,129
-396
-3% -$26.6K ﹤0.01% 968
2023
Q2 		$915K Sell
14,525
-1,487
-9% -$103K ﹤0.01% 791
2023
Q1 		$1.22M Buy
16,012
+518
+3% +$37.6K ﹤0.01% 1077
2022
Q4 		$1.03M Sell
15,494
-1,106
-7% -$80.1K ﹤0.01% 1132
2022
Q3 		$1.21M Buy
16,600
+1,920
+13% +$138K ﹤0.01% 1049
2022
Q2 		$915K Buy
14,680
+322
+2% +$20.2K ﹤0.01% 1184
2022
Q1 		$971K Sell
14,358
-3,313
-19% -$208K ﹤0.01% 1237
2021
Q4 		$1.18M Buy
17,671
+370
+2% +$23.1K ﹤0.01% 1159
2021
Q3 		$950K Buy
17,301
+1,114
+7% +$59.5K ﹤0.01% 1235
2021
Q2 		$770K Buy
16,187
+8,146
+101% +$373K ﹤0.01% 1317
2021
Q1 		$361K Sell
8,041
-3,760
-32% -$158K ﹤0.01% 1454
2020
Q4 		$440K Sell
11,801
-711
-6% -$28.4K ﹤0.01% 1335
2020
Q3 		$520K Buy
12,512
+476
+4% +$19.7K ﹤0.01% 1131
2020
Q2 		$449K Sell
12,036
-249
-2% -$7.65K ﹤0.01% 1148
2020
Q1 		$313K Buy
+12,285
New +$276K ﹤0.01% 1120

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its BJs Wholesale Club (BJ) stake by 2.7% in Q3 2023, selling an estimated $26.6K and leaving 14,129 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #968.

JP Morgan Private Wealth Advisors first reported a position in BJ in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.22M in Q1 2023. 452 funds tracked by Wall St. Rank hold BJ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,129 shares of BJs Wholesale Club worth $1.01M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 396 BJs Wholesale Club shares in Q3 2023, an estimated $26.6K.
  • BJs Wholesale Club made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #968 holding.
  • JP Morgan Private Wealth Advisors first reported a position in BJs Wholesale Club in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's BJs Wholesale Club position peaked at $1.22M in Q1 2023.
  • 452 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2023.

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