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JP Morgan Private Wealth Advisors’s BOK Financial BOKF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,658
Closed -$593K – 1754
2020
Q4 		$593K Buy
8,658
+1,370
+19% +$88.3K ﹤0.01% 1220
2020
Q3 		$375K Buy
7,288
+1,083
+17% +$59.6K ﹤0.01% 1270
2020
Q2 		$350K Buy
+6,205
New +$318K ﹤0.01% 1245

Other funds holding BOKF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BOKF Position: Q1 2021 in Review

JP Morgan Private Wealth Advisors sold out of BOK Financial (BOKF) in Q1 2021, closing a stake of 8,658 shares — an estimated $593K sold.

JP Morgan Private Wealth Advisors first reported a position in BOKF in Q2 2020 and held it in 3 quarters. The position peaked at $593K in Q4 2020. 187 funds tracked by Wall St. Rank hold BOKF as of Q1 2021.

  • JP Morgan Private Wealth Advisors reported no remaining BOK Financial position as of Q1 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,658 BOK Financial shares in Q1 2021, an estimated $593K.
  • JP Morgan Private Wealth Advisors first reported a position in BOK Financial in Q2 2020 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's BOK Financial position peaked at $593K in Q4 2020.
  • 187 funds tracked by Wall St. Rank held BOK Financial as of Q1 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.