JP Morgan Private Wealth Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,757	Closed	-$214K	–	2007
2021 Q4	$214K	Buy	+5,757	New	+$215K	﹤0.01%	1884
2019 Q1	–	Sell	-8,645	Closed	-$357K	–	1466
2018 Q4	$357K	Buy	8,645 +653	+8%	+$26.7K	﹤0.01%	1088
2018 Q3	$335K	Buy	7,992 +478	+6%	+$20.6K	﹤0.01%	1234
2018 Q2	$304K	Hold	7,514	–	–	﹤0.01%	1202
2018 Q1	$259K	Buy	7,514 +520	+7%	+$18K	﹤0.01%	1099
2017 Q4	$238K	Hold	6,994	–	–	﹤0.01%	1127
2017 Q3	$240K	Buy	6,994 +432	+7%	+$14K	﹤0.01%	1095
2017 Q2	$202K	Buy	+6,562	New	+$208K	﹤0.01%	1149

Other funds holding BMRC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's BMRC Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Bank of Marin Bancorp (BMRC) in Q1 2022, closing a stake of 5,757 shares — an estimated $214K sold.

JP Morgan Private Wealth Advisors first reported a position in BMRC in Q2 2017 and held it in 8 quarters. The position peaked at $357K in Q4 2018. 101 funds tracked by Wall St. Rank hold BMRC as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining Bank of Marin Bancorp position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,757 Bank of Marin Bancorp shares in Q1 2022, an estimated $214K.
JP Morgan Private Wealth Advisors first reported a position in Bank of Marin Bancorp in Q2 2017 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Bank of Marin Bancorp position peaked at $357K in Q4 2018.
101 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.