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JP Morgan Private Wealth Advisors’s Popular Inc BPOP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,342
Closed -$202K – 1724
2023
Q2 		$202K Buy
+3,342
New +$197K ﹤0.01% 1391
2023
Q1 		– Sell
-7,938
Closed -$526K – 1946
2022
Q4 		$526K Sell
7,938
-3,978
-33% -$277K ﹤0.01% 1457
2022
Q3 		$859K Sell
11,916
-3,356
-22% -$261K ﹤0.01% 1215
2022
Q2 		$1.18M Buy
15,272
+519
+4% +$41.3K ﹤0.01% 1057
2022
Q1 		$1.21M Buy
14,753
+5,513
+60% +$487K ﹤0.01% 1128
2021
Q4 		$758K Sell
9,240
-547
-6% -$44.4K ﹤0.01% 1379
2021
Q3 		$760K Sell
9,787
-74,282
-88% -$5.53M ﹤0.01% 1328
2021
Q2 		$6.31M Buy
+84,069
New +$6.44M 0.02% 529
2019
Q4 		– Sell
-3,800
Closed -$206K – 1474
2019
Q3 		$206K Sell
3,800
-1,237
-25% -$67.1K ﹤0.01% 1338
2019
Q2 		$273K Sell
5,037
-489
-9% -$26.7K ﹤0.01% 1184
2019
Q1 		$288K Buy
5,526
+514
+10% +$27.3K ﹤0.01% 1227
2018
Q4 		$237K Hold
5,012
– – ﹤0.01% 1269
2018
Q3 		$257K Sell
5,012
-500
-9% -$24.9K ﹤0.01% 1377
2018
Q2 		$249K Hold
5,512
– – ﹤0.01% 1281
2018
Q1 		$229K Buy
+5,512
New +$226K ﹤0.01% 1143
2017
Q4 		– Sell
-5,553
Closed -$200K – 1296
2017
Q3 		$200K Buy
5,553
+41
+0.7% +$1.66K ﹤0.01% 1156
2017
Q2 		$230K Buy
+5,512
New +$218K ﹤0.01% 1106
2017
Q1 		– Sell
-4,752
Closed -$208K – 1333
2016
Q4 		$208K Buy
+4,752
New +$192K ﹤0.01% 1149
2015
Q2 		– Sell
-6,635
Closed -$228K – 1055
2015
Q1 		$228K Buy
+6,635
New +$220K ﹤0.01% 990
2014
Q3 		– Sell
-5,906
Closed -$202K – 1081
2014
Q2 		$202K Buy
+5,906
New +$182K ﹤0.01% 825

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Popular Inc (BPOP) in Q3 2023, closing a stake of 3,342 shares — an estimated $202K sold.

JP Morgan Private Wealth Advisors first reported a position in BPOP in Q2 2014 and held it in 20 quarters. The position peaked at $6.31M in Q2 2021. 268 funds tracked by Wall St. Rank hold BPOP as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Popular Inc position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,342 Popular Inc shares in Q3 2023, an estimated $202K.
  • JP Morgan Private Wealth Advisors first reported a position in Popular Inc in Q2 2014 and held it in 20 quarters.
  • JP Morgan Private Wealth Advisors's Popular Inc position peaked at $6.31M in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Popular Inc as of Q3 2023.

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