JMPWA
CACI icon

JP Morgan Private Wealth Advisors’s CACI CACI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$331K Sell
1,055
-52
-5% -$17.4K ﹤0.01% 1425
2023
Q2 		$377K Sell
1,107
-614
-36% -$191K ﹤0.01% 1142
2023
Q1 		$510K Sell
1,721
-206
-11% -$60.7K ﹤0.01% 1473
2022
Q4 		$579K Buy
1,927
+242
+14% +$70.6K ﹤0.01% 1407
2022
Q3 		$440K Buy
1,685
+67
+4% +$18.9K ﹤0.01% 1516
2022
Q2 		$456K Buy
1,618
+185
+13% +$51.5K ﹤0.01% 1487
2022
Q1 		$432K Buy
1,433
+111
+8% +$30.6K ﹤0.01% 1596
2021
Q4 		$356K Buy
1,322
+22
+2% +$6.03K ﹤0.01% 1679
2021
Q3 		$341K Buy
1,300
+84
+7% +$21.7K ﹤0.01% 1654
2021
Q2 		$310K Sell
1,216
-596
-33% -$154K ﹤0.01% 1668
2021
Q1 		$447K Buy
1,812
+13
+0.7% +$3.11K ﹤0.01% 1357
2020
Q4 		$449K Buy
1,799
+540
+43% +$124K ﹤0.01% 1325
2020
Q3 		$268K Sell
1,259
-76
-6% -$16.4K ﹤0.01% 1404
2020
Q2 		$290K Buy
1,335
+283
+27% +$67.7K ﹤0.01% 1317
2020
Q1 		$222K Buy
+1,052
New +$261K ﹤0.01% 1254
2015
Q1 		– Sell
-2,376
Closed -$205K – 1141
2014
Q4 		$205K Buy
+2,376
New +$193K ﹤0.01% 988

Other funds holding CACI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its CACI (CACI) stake by 4.7% in Q3 2023, selling an estimated $17.4K and leaving 1,055 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

JP Morgan Private Wealth Advisors first reported a position in CACI in Q4 2014 and has held it in 16 quarters since. The position peaked at $579K in Q4 2022. 443 funds tracked by Wall St. Rank hold CACI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,055 shares of CACI worth $331K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 52 CACI shares in Q3 2023, an estimated $17.4K.
  • CACI made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1425 holding.
  • JP Morgan Private Wealth Advisors first reported a position in CACI in Q4 2014 and has held it in 16 quarters since.
  • JP Morgan Private Wealth Advisors's CACI position peaked at $579K in Q4 2022.
  • 443 funds tracked by Wall St. Rank held CACI as of Q3 2023.

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