JMPWA
CATY icon

JP Morgan Private Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CATY Stock Details CATY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.21M Sell
34,750
-198
-0.6% -$7.07K ﹤0.01% 913
2023
Q2 		$1.12M Sell
34,948
-5,344
-13% -$170K 0.01% 731
2023
Q1 		$1.39M Buy
40,292
+8
+0% +$329 ﹤0.01% 1020
2022
Q4 		$1.64M Buy
40,284
+2,185
+6% +$94.6K ﹤0.01% 918
2022
Q3 		$1.47M Buy
38,099
+1,425
+4% +$59.3K ﹤0.01% 968
2022
Q2 		$1.44M Buy
36,674
+1,781
+5% +$72.7K ﹤0.01% 964
2022
Q1 		$1.56M Buy
34,893
+10,696
+44% +$492K ﹤0.01% 1005
2021
Q4 		$1.04M Sell
24,197
-792
-3% -$34.1K ﹤0.01% 1222
2021
Q3 		$1.03M Buy
24,989
+3,417
+16% +$133K ﹤0.01% 1192
2021
Q2 		$849K Buy
21,572
+11,061
+105% +$455K ﹤0.01% 1270
2021
Q1 		$429K Sell
10,511
-167
-2% -$6.44K ﹤0.01% 1380
2020
Q4 		$344K Sell
10,678
-1,394
-12% -$38K ﹤0.01% 1445
2020
Q3 		$262K Sell
12,072
-1,298
-10% -$31.7K ﹤0.01% 1416
2020
Q2 		$352K Sell
13,370
-1,837
-12% -$46.9K ﹤0.01% 1243
2020
Q1 		$349K Buy
15,207
+7,353
+94% +$235K ﹤0.01% 1073
2019
Q4 		$299K Buy
+7,854
New +$287K ﹤0.01% 1242

Other funds holding CATY

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Cathay General Bancorp (CATY) stake by 0.57% in Q3 2023, selling an estimated $7.07K and leaving 34,750 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #913.

JP Morgan Private Wealth Advisors first reported a position in CATY in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.64M in Q4 2022. 217 funds tracked by Wall St. Rank hold CATY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 34,750 shares of Cathay General Bancorp worth $1.21M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 198 Cathay General Bancorp shares in Q3 2023, an estimated $7.07K.
  • Cathay General Bancorp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #913 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Cathay General Bancorp in Q4 2019 and has held it in 16 quarters since.
  • JP Morgan Private Wealth Advisors's Cathay General Bancorp position peaked at $1.64M in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2023.

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