JMPWA
BRKL

JP Morgan Private Wealth Advisors’s Brookline Bancorp BRKL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,455
Closed -$153K – 1725
2023
Q2 		$153K Buy
17,455
+184
+1% +$1.68K ﹤0.01% 1418
2023
Q1 		$181K Buy
17,271
+110
+0.6% +$1.39K ﹤0.01% 1849
2022
Q4 		$243K Buy
17,161
+120
+0.7% +$1.6K ﹤0.01% 1736
2022
Q3 		$199K Buy
17,041
+111
+0.7% +$1.47K ﹤0.01% 1811
2022
Q2 		$225K Buy
16,930
+104
+0.6% +$1.49K ﹤0.01% 1774
2022
Q1 		$266K Buy
16,826
+83
+0.5% +$1.4K ﹤0.01% 1801
2021
Q4 		$271K Sell
16,743
-666
-4% -$10.6K ﹤0.01% 1784
2021
Q3 		$266K Buy
17,409
+841
+5% +$12.2K ﹤0.01% 1745
2021
Q2 		$248K Buy
16,568
+1,081
+7% +$17.3K ﹤0.01% 1745
2021
Q1 		$232K Buy
15,487
+88
+0.6% +$1.23K ﹤0.01% 1630
2020
Q4 		$185K Buy
15,399
+103
+0.7% +$1.11K ﹤0.01% 1654
2020
Q3 		$132K Buy
15,296
+125
+0.8% +$1.19K ﹤0.01% 1553
2020
Q2 		$153K Sell
15,171
-3,877
-20% -$38.7K ﹤0.01% 1484
2020
Q1 		$215K Sell
19,048
-6,918
-27% -$98.7K ﹤0.01% 1270
2019
Q4 		$427K Buy
25,966
+75
+0.3% +$1.18K ﹤0.01% 1110
2019
Q3 		$381K Sell
25,891
-1,519
-6% -$22K ﹤0.01% 1095
2019
Q2 		$422K Buy
27,410
+75
+0.3% +$1.12K ﹤0.01% 1043
2019
Q1 		$394K Buy
27,335
+66
+0.2% +$989 ﹤0.01% 1107
2018
Q4 		$377K Buy
27,269
+5,072
+23% +$76.5K ﹤0.01% 1067
2018
Q3 		$371K Sell
22,197
-960
-4% -$17.4K ﹤0.01% 1199
2018
Q2 		$431K Buy
+23,157
New +$407K ﹤0.01% 1064
2017
Q4 		– Sell
-12,308
Closed -$191K – 1297
2017
Q3 		$191K Buy
12,308
+208
+2% +$3.02K ﹤0.01% 1163
2017
Q2 		$177K Hold
12,100
– – ﹤0.01% 1164
2017
Q1 		$189K Buy
+12,100
New +$190K ﹤0.01% 1253

Other funds holding BRKL

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Brookline Bancorp (BRKL) in Q3 2023, closing a stake of 17,455 shares — an estimated $153K sold.

JP Morgan Private Wealth Advisors first reported a position in BRKL in Q1 2017 and held it in 24 quarters. The position peaked at $431K in Q2 2018. 180 funds tracked by Wall St. Rank hold BRKL as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Brookline Bancorp position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 17,455 Brookline Bancorp shares in Q3 2023, an estimated $153K.
  • JP Morgan Private Wealth Advisors first reported a position in Brookline Bancorp in Q1 2017 and held it in 24 quarters.
  • JP Morgan Private Wealth Advisors's Brookline Bancorp position peaked at $431K in Q2 2018.
  • 180 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2023.

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