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JP Morgan Private Wealth Advisors’s Baker Hughes BKR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.29M Buy
+36,552
New +$1.29M ﹤0.01% 892
2023
Q2 		– Sell
-38,459
Closed -$1.11M – 1527
2023
Q1 		$1.11M Sell
38,459
-1,348
-3% -$40.8K ﹤0.01% 1121
2022
Q4 		$1.18M Sell
39,807
-13,676
-26% -$377K ﹤0.01% 1073
2022
Q3 		$1.12M Sell
53,483
-386,107
-88% -$9.67M ﹤0.01% 1078
2022
Q2 		$12.7M Buy
439,590
+48,810
+12% +$1.65M 0.03% 358
2022
Q1 		$14.2M Buy
390,780
+225,198
+136% +$6.84M 0.03% 368
2021
Q4 		$3.98M Sell
165,582
-47,057
-22% -$1.16M 0.01% 669
2021
Q3 		$5.26M Buy
212,639
+7,100
+3% +$158K 0.01% 584
2021
Q2 		$4.7M Sell
205,539
-73,743
-26% -$1.7M 0.01% 611
2021
Q1 		$6.04M Buy
+279,282
New +$6.36M 0.02% 467
2020
Q4 		– Sell
-12,242
Closed -$163K – 1709
2020
Q3 		$163K Buy
12,242
+124
+1% +$1.9K ﹤0.01% 1537
2020
Q2 		$186K Sell
12,118
-4,144
-25% -$60.6K ﹤0.01% 1466
2020
Q1 		$171K Buy
16,262
+3,185
+24% +$59.8K ﹤0.01% 1316
2019
Q4 		$335K Buy
+13,077
New +$297K ﹤0.01% 1191
2019
Q2 		– Sell
-9,685
Closed -$268K – 1386
2019
Q1 		$268K Buy
+9,685
New +$245K ﹤0.01% 1262
2018
Q4 		– Sell
-6,154
Closed -$208K – 1461
2018
Q3 		$208K Buy
+6,154
New +$204K ﹤0.01% 1461

Other funds holding BKR

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Baker Hughes (BKR) in Q3 2023: 36,552 shares worth $1.29M. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in BKR as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in BKR in Q3 2018 and has held it in 16 quarters since. The position peaked at $14.2M in Q1 2022. 755 funds tracked by Wall St. Rank hold BKR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 36,552 shares of Baker Hughes worth $1.29M as of Q3 2023.
  • Baker Hughes was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Baker Hughes made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #892 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Baker Hughes in Q3 2018 and has held it in 16 quarters since.
  • JP Morgan Private Wealth Advisors's Baker Hughes position peaked at $14.2M in Q1 2022.
  • 755 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2023.

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