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JP Morgan Private Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.69M Buy
30,051
+13,581
+82% +$2M 0.01% 516
2023
Q2 		$2.27M Buy
16,470
+12,325
+297% +$1.68M 0.01% 521
2023
Q1 		$556K Buy
4,145
+117
+3% +$14.7K ﹤0.01% 1432
2022
Q4 		$505K Sell
4,028
-388
-9% -$47.9K ﹤0.01% 1473
2022
Q3 		$518K Sell
4,416
-4
-0.1% -$481 ﹤0.01% 1440
2022
Q2 		$500K Buy
4,420
+425
+11% +$47.7K ﹤0.01% 1454
2022
Q1 		$457K Sell
3,995
-98
-2% -$11.6K ﹤0.01% 1576
2021
Q4 		$534K Buy
4,093
+97
+2% +$12.5K ﹤0.01% 1523
2021
Q3 		$495K Buy
3,996
+864
+28% +$106K ﹤0.01% 1500
2021
Q2 		$373K Buy
3,132
+118
+4% +$12.9K ﹤0.01% 1598
2021
Q1 		$297K Buy
+3,014
New +$294K ﹤0.01% 1537
2016
Q3 		– Sell
-4,551
Closed -$303K – 1233
2016
Q2 		$303K Buy
+4,551
New +$292K ﹤0.01% 975
2015
Q3 		– Sell
-5,183
Closed -$297K – 1068
2015
Q2 		$297K Sell
5,183
-123
-2% -$7.09K ﹤0.01% 847
2015
Q1 		$305K Sell
5,306
-14,948
-74% -$931K ﹤0.01% 885
2014
Q4 		$1.28M Hold
20,254
– – 0.02% 470
2014
Q3 		$1.08M Buy
+20,254
New +$1.04M 0.01% 496

Other funds holding CBOE

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Cboe Global Markets (CBOE) stake by 82% in Q3 2023, buying an estimated $2M and bringing the position to 30,051 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #516.

JP Morgan Private Wealth Advisors first reported a position in CBOE in Q3 2014 and has held it in 16 quarters since. 622 funds tracked by Wall St. Rank hold CBOE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 30,051 shares of Cboe Global Markets worth $4.69M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 13,581 Cboe Global Markets shares in Q3 2023, an estimated $2M.
  • Cboe Global Markets made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #516 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Cboe Global Markets in Q3 2014 and has held it in 16 quarters since.
  • 622 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2023.

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