JP Morgan Private Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $160M | Sell |
769,990
-64,554
| -8% | -$13.1M | 0.46% | 53 |
|
|
2023
Q2 | $161M | Sell |
834,544
-245,138
| -23% | -$48M | 0.83% | 28 |
|
|
2023
Q1 | $210M | Sell |
1,079,682
-44,276
| -4% | -$9.3M | 0.44% | 56 |
|
|
2022
Q4 | $248M | Buy |
1,123,958
+35,507
| +3% | +$7.39M | 0.55% | 39 |
|
|
2022
Q3 | $198M | Sell |
1,088,451
-15,927
| -1% | -$3.02M | 0.52% | 51 |
|
|
2022
Q2 | $217M | Buy |
1,104,378
+77,332
| +8% | +$15.9M | 0.56% | 41 |
|
|
2022
Q1 | $220M | Buy |
1,027,046
+184,920
| +22% | +$37.6M | 0.48% | 51 |
|
|
2021
Q4 | $163M | Buy |
842,126
+34,799
| +4% | +$6.54M | 0.35% | 74 |
|
|
2021
Q3 | $140M | Buy |
807,327
+40,559
| +5% | +$7.11M | 0.34% | 69 |
|
|
2021
Q2 | $122M | Buy |
766,768
+121,113
| +19% | +$20.1M | 0.32% | 77 |
|
|
2021
Q1 | $102M | Sell |
645,655
-11,238
| -2% | -$1.81M | 0.33% | 71 |
|
|
2020
Q4 | $101M | Buy |
656,893
+22,728
| +4% | +$3.19M | 0.33% | 73 |
|
|
2020
Q3 | $73.6M | Sell |
634,165
-2,485
| -0.4% | -$312K | 0.29% | 88 |
|
|
2020
Q2 | $80.6M | Sell |
636,650
-31,475
| -5% | -$3.65M | 0.37% | 73 |
|
|
2020
Q1 | $74.6M | Sell |
668,125
-3,115
| -0.5% | -$447K | 0.42% | 65 |
|
|
2019
Q4 | $104M | Buy |
671,240
+38,222
| +6% | +$5.85M | 0.47% | 53 |
|
|
2019
Q3 | $102M | Buy |
633,018
+45,738
| +8% | +$7.08M | 0.53% | 47 |
|
|
2019
Q2 | $86.5M | Buy |
587,280
+3,007
| +0.5% | +$434K | 0.47% | 53 |
|
|
2019
Q1 | $81.8M | Sell |
584,273
-1,509
| -0.3% | -$201K | 0.43% | 58 |
|
|
2018
Q4 | $75.7M | Sell |
585,782
-48,367
| -8% | -$6.25M | 0.46% | 57 |
|
|
2018
Q3 | $84.7M | Sell |
634,149
-15,138
| -2% | -$2.05M | 0.41% | 60 |
|
|
2018
Q2 | $82.5M | Sell |
649,287
-5,795
| -0.9% | -$770K | 0.46% | 54 |
|
|
2018
Q1 | $89.6M | Buy |
655,082
+18,022
| +3% | +$2.61M | 0.61% | 41 |
|
|
2017
Q4 | $93.1M | Buy |
637,060
+7,378
| +1% | +$1.1M | 0.61% | 41 |
|
|
2017
Q3 | $89.8M | Sell |
629,682
-27,211
| -4% | -$3.94M | 0.65% | 37 |
|
|
2017
Q2 | $95.5M | Sell |
656,893
-7,853
| -1% | -$1.11M | 0.72% | 29 |
|
|
2017
Q1 | $90.6M | Buy |
664,746
+7,687
| +1% | +$1.03M | 0.7% | 30 |
|
|
2016
Q4 | $86.8M | Buy |
657,059
+2,539
| +0.4% | +$324K | 0.76% | 28 |
|
|
2016
Q3 | $82.2M | Buy |
654,520
+5,391
| +0.8% | +$684K | 0.77% | 30 |
|
|
2016
Q2 | $84.8M | Buy |
649,129
+55,060
| +9% | +$6.79M | 0.82% | 29 |
|
|
2016
Q1 | $70.8M | Buy |
594,069
+40,277
| +7% | +$4.63M | 0.68% | 36 |
|
|
2015
Q4 | $64.7M | Buy |
553,792
+15,190
| +3% | +$1.72M | 0.66% | 41 |
|
|
2015
Q3 | $55.7M | Buy |
538,602
+10,790
| +2% | +$1.13M | 0.7% | 37 |
|
|
2015
Q2 | $53.7M | Buy |
527,812
+2,159
| +0.4% | +$232K | 0.62% | 43 |
|
|
2015
Q1 | $58.6M | Buy |
525,653
+14,866
| +3% | +$1.67M | 0.67% | 37 |
|
|
2014
Q4 | $58.7M | Buy |
510,787
+16,257
| +3% | +$1.8M | 0.7% | 34 |
|
|
2014
Q3 | $51.9M | Buy |
494,530
+23,835
| +5% | +$2.49M | 0.67% | 35 |
|
|
2014
Q2 | $48.8M | Buy |
470,695
+16,757
| +4% | +$1.72M | 0.82% | 31 |
|
|
2014
Q1 | $45M | Buy |
453,938
+44,816
| +11% | +$4.35M | 0.82% | 27 |
|
|
2013
Q4 | $42.4M | Buy |
409,122
+15,010
| +4% | +$1.47M | 0.85% | 29 |
|
|
2013
Q3 | $36.9M | Buy |
394,112
+27,870
| +8% | +$2.55M | 0.84% | 32 |
|
|
2013
Q2 | $32.8M | Buy |
+366,242
| New | +$32.8M | 0.81% | 31 |
|
Other funds holding CB
JP Morgan Private Wealth Advisors's CB Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Chubb (CB) stake by 7.7% in Q3 2023, selling an estimated $13.1M and leaving 769,990 shares worth $160M. The position accounts for 0.46% of the portfolio, ranked #53.
JP Morgan Private Wealth Advisors first reported a position in CB in Q2 2013 and has held it in 42 quarters since. The position peaked at $248M in Q4 2022. 1,476 funds tracked by Wall St. Rank hold CB as of Q3 2023.
- JP Morgan Private Wealth Advisors held 769,990 shares of Chubb worth $160M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 64,554 Chubb shares in Q3 2023, an estimated $13.1M.
- Chubb made up 0.46% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #53 holding.
- JP Morgan Private Wealth Advisors first reported a position in Chubb in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Chubb position peaked at $248M in Q4 2022.
- 1,476 funds tracked by Wall St. Rank held Chubb as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.