JMPWA
BTO

JP Morgan Private Wealth Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$209K Sell
7,942
-431
-5% -$12K ﹤0.01% 1618
2023
Q2 		$225K Sell
8,373
-212
-2% -$5.72K ﹤0.01% 1350
2023
Q1 		$262K Buy
8,585
+932
+12% +$31.9K ﹤0.01% 1732
2022
Q4 		$255K Buy
7,653
+49
+0.6% +$1.66K ﹤0.01% 1720
2022
Q3 		$240K Buy
7,604
+92
+1% +$3.34K ﹤0.01% 1741
2022
Q2 		$279K Sell
7,512
-2,800
-27% -$103K ﹤0.01% 1688
2022
Q1 		$415K Buy
10,312
+51
+0.5% +$2.27K ﹤0.01% 1614
2021
Q4 		$478K Buy
10,261
+555
+6% +$24.4K ﹤0.01% 1575
2021
Q3 		$413K Buy
9,706
+81
+0.8% +$3.27K ﹤0.01% 1576
2021
Q2 		$361K Sell
9,625
-1,723
-15% -$68.2K ﹤0.01% 1616
2021
Q1 		$436K Sell
11,348
-2,120
-16% -$74K ﹤0.01% 1372
2020
Q4 		$409K Sell
13,468
-1,136
-8% -$29.8K ﹤0.01% 1370
2020
Q3 		$313K Buy
14,604
+1,734
+13% +$38K ﹤0.01% 1345
2020
Q2 		$295K Buy
12,870
+191
+2% +$4.12K ﹤0.01% 1309
2020
Q1 		$233K Sell
12,679
-79
-0.6% -$2.34K ﹤0.01% 1233
2019
Q4 		$463K Sell
12,758
-5,462
-30% -$187K ﹤0.01% 1076
2019
Q3 		$586K Sell
18,220
-196
-1% -$6.21K ﹤0.01% 944
2019
Q2 		$593K Buy
18,416
+155
+0.8% +$5.04K ﹤0.01% 922
2019
Q1 		$583K Buy
18,261
+1,011
+6% +$33.6K ﹤0.01% 971
2018
Q4 		$482K Buy
17,250
+152
+0.9% +$5.1K ﹤0.01% 987
2018
Q3 		$633K Buy
17,098
+3,270
+24% +$125K ﹤0.01% 992
2018
Q2 		$515K Buy
13,828
+54
+0.4% +$2.09K ﹤0.01% 1000
2018
Q1 		$528K Buy
13,774
+53
+0.4% +$2.08K ﹤0.01% 848
2017
Q4 		$540K Sell
13,721
-883
-6% -$33K ﹤0.01% 842
2017
Q3 		$544K Sell
14,604
-1,204
-8% -$41.8K ﹤0.01% 814
2017
Q2 		$570K Buy
15,808
+78
+0.5% +$2.72K ﹤0.01% 798
2017
Q1 		$535K Buy
15,730
+83
+0.5% +$2.98K ﹤0.01% 822
2016
Q4 		$568K Buy
15,647
+5,247
+50% +$166K ﹤0.01% 757
2016
Q3 		$289K Buy
10,400
+98
+1% +$2.66K ﹤0.01% 1000
2016
Q2 		$264K Sell
10,302
-2,650
-20% -$66.9K ﹤0.01% 1034
2016
Q1 		$315K Buy
12,952
+1,936
+18% +$44.7K ﹤0.01% 930
2015
Q4 		$309K Buy
11,016
+613
+6% +$16.7K ﹤0.01% 850
2015
Q3 		$263K Buy
10,403
+720
+7% +$19.5K ﹤0.01% 836
2015
Q2 		$263K Buy
+9,683
New +$241K ﹤0.01% 889

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $194M AUM 5.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its John Hancock Financial Opportunities Fund (BTO) stake by 5.1% in Q3 2023, selling an estimated $12K and leaving 7,942 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

JP Morgan Private Wealth Advisors first reported a position in BTO in Q2 2015 and has held it in 34 quarters since. The position peaked at $633K in Q3 2018. 64 funds tracked by Wall St. Rank hold BTO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,942 shares of John Hancock Financial Opportunities Fund worth $209K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 431 John Hancock Financial Opportunities Fund shares in Q3 2023, an estimated $12K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1618 holding.
  • JP Morgan Private Wealth Advisors first reported a position in John Hancock Financial Opportunities Fund in Q2 2015 and has held it in 34 quarters since.
  • JP Morgan Private Wealth Advisors's John Hancock Financial Opportunities Fund position peaked at $633K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2023.

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