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JP Morgan Private Wealth Advisors’s Credit Acceptance CACC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CACC Stock Details CACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-481
Closed -$228K – 1949
2022
Q4 		$228K Sell
481
-3
-0.6% -$1.38K ﹤0.01% 1765
2022
Q3 		$212K Buy
484
+40
+9% +$21.1K ﹤0.01% 1783
2022
Q2 		$210K Buy
444
+12
+3% +$6.62K ﹤0.01% 1805
2022
Q1 		$238K Sell
432
-68
-14% -$37K ﹤0.01% 1845
2021
Q4 		$344K Buy
500
+150
+43% +$96.5K ﹤0.01% 1694
2021
Q3 		$205K Buy
+350
New +$191K ﹤0.01% 1847
2020
Q4 		– Sell
-7,641
Closed -$2.59M – 1712
2020
Q3 		$2.59M Buy
7,641
+1,611
+27% +$678K 0.01% 583
2020
Q2 		$2.53M Buy
6,030
+2,922
+94% +$1.02M 0.01% 521
2020
Q1 		$795K Buy
3,108
+2,525
+433% +$1.02M ﹤0.01% 782
2019
Q4 		$258K Buy
+583
New +$257K ﹤0.01% 1297

Other funds holding CACC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CACC Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Credit Acceptance (CACC) in Q1 2023, closing a stake of 481 shares — an estimated $228K sold.

JP Morgan Private Wealth Advisors first reported a position in CACC in Q4 2019 and held it in 10 quarters. The position peaked at $2.59M in Q3 2020. 230 funds tracked by Wall St. Rank hold CACC as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Credit Acceptance position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 481 Credit Acceptance shares in Q1 2023, an estimated $228K.
  • JP Morgan Private Wealth Advisors first reported a position in Credit Acceptance in Q4 2019 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's Credit Acceptance position peaked at $2.59M in Q3 2020.
  • 230 funds tracked by Wall St. Rank held Credit Acceptance as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.