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JP Morgan Private Wealth Advisors’s Cable One CABO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CABO Stock Details CABO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.08M Buy
1,754
+62
+4% +$40.8K ﹤0.01% 947
2023
Q2 		$1.11M Sell
1,692
-702
-29% -$473K 0.01% 733
2023
Q1 		$1.68M Buy
2,394
+68
+3% +$49.5K ﹤0.01% 947
2022
Q4 		$1.66M Sell
2,326
-609
-21% -$454K ﹤0.01% 915
2022
Q3 		$2.5M Buy
2,935
+240
+9% +$296K 0.01% 767
2022
Q2 		$3.48M Buy
2,695
+464
+21% +$591K 0.01% 674
2022
Q1 		$3.27M Buy
2,231
+1,398
+168% +$2.13M 0.01% 736
2021
Q4 		$1.47M Buy
833
+207
+33% +$367K ﹤0.01% 1055
2021
Q3 		$1.14M Buy
626
+48
+8% +$94K ﹤0.01% 1159
2021
Q2 		$1.11M Buy
578
+425
+278% +$764K ﹤0.01% 1146
2021
Q1 		$280K Sell
153
-27
-15% -$52.8K ﹤0.01% 1556
2020
Q4 		$401K Buy
+180
New +$356K ﹤0.01% 1375

Other funds holding CABO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Cable One (CABO) stake by 3.7% in Q3 2023, buying an estimated $40.8K and bringing the position to 1,754 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #947.

JP Morgan Private Wealth Advisors first reported a position in CABO in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.48M in Q2 2022. 299 funds tracked by Wall St. Rank hold CABO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,754 shares of Cable One worth $1.08M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 62 Cable One shares in Q3 2023, an estimated $40.8K.
  • Cable One made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #947 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Cable One in Q4 2020 and has held it in 12 quarters since.
  • JP Morgan Private Wealth Advisors's Cable One position peaked at $3.48M in Q2 2022.
  • 299 funds tracked by Wall St. Rank held Cable One as of Q3 2023.

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