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JP Morgan Private Wealth Advisors’s Buckle BKE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,235
Closed -$330K – 1526
2023
Q1 		$330K Sell
9,235
-47
-0.5% -$1.93K ﹤0.01% 1645
2022
Q4 		$421K Buy
9,282
+512
+6% +$20.7K ﹤0.01% 1539
2022
Q3 		$278K Sell
8,770
-222
-2% -$6.97K ﹤0.01% 1682
2022
Q2 		$249K Sell
8,992
-953
-10% -$29.9K ﹤0.01% 1742
2022
Q1 		$329K Sell
9,945
-694
-7% -$25.7K ﹤0.01% 1711
2021
Q4 		$450K Sell
10,639
-1,203
-10% -$54.5K ﹤0.01% 1591
2021
Q3 		$469K Buy
11,842
+89
+0.8% +$3.8K ﹤0.01% 1525
2021
Q2 		$585K Sell
11,753
-2,490
-17% -$106K ﹤0.01% 1421
2021
Q1 		$559K Sell
14,243
-1,552
-10% -$58.4K ﹤0.01% 1263
2020
Q4 		$461K Buy
15,795
+1,294
+9% +$35K ﹤0.01% 1320
2020
Q3 		$296K Sell
14,501
-1,508
-9% -$27.3K ﹤0.01% 1369
2020
Q2 		$251K Buy
+16,009
New +$240K ﹤0.01% 1381

Other funds holding BKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BKE Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Buckle (BKE) in Q2 2023, closing a stake of 9,235 shares — an estimated $330K sold.

JP Morgan Private Wealth Advisors first reported a position in BKE in Q2 2020 and held it in 12 quarters. The position peaked at $585K in Q2 2021. 227 funds tracked by Wall St. Rank hold BKE as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Buckle position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,235 Buckle shares in Q2 2023, an estimated $330K.
  • JP Morgan Private Wealth Advisors first reported a position in Buckle in Q2 2020 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Buckle position peaked at $585K in Q2 2021.
  • 227 funds tracked by Wall St. Rank held Buckle as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.