JP Morgan Private Wealth Advisors’s C&F Financial CFFI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CFFI Stock Details CFFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$204K	Hold	3,800	–	–	﹤0.01%	1627
2023 Q2	$204K	Buy	+3,800	New	+$201K	﹤0.01%	1387
2023 Q1	–	Sell	-3,800	Closed	-$221K	–	1950
2022 Q4	$221K	Hold	3,800	–	–	﹤0.01%	1777
2022 Q3	$203K	Buy	+3,800	New	+$187K	﹤0.01%	1804
2021 Q4	–	Sell	-3,800	Closed	-$202K	–	1998
2021 Q3	$202K	Buy	+3,800	New	+$199K	﹤0.01%	1858
2020 Q1	–	Sell	-3,800	Closed	-$210K	–	1431
2019 Q4	$210K	Hold	3,800	–	–	﹤0.01%	1383
2019 Q3	$200K	Sell	3,800 -200	-5%	-$10.2K	﹤0.01%	1348
2019 Q2	$218K	Hold	4,000	–	–	﹤0.01%	1274
2019 Q1	$202K	Hold	4,000	–	–	﹤0.01%	1374
2018 Q4	$213K	Hold	4,000	–	–	﹤0.01%	1314
2018 Q3	$235K	Hold	4,000	–	–	﹤0.01%	1407
2018 Q2	$250K	Hold	4,000	–	–	﹤0.01%	1279
2018 Q1	$210K	Hold	4,000	–	–	﹤0.01%	1173
2017 Q4	$232K	Hold	4,000	–	–	﹤0.01%	1139
2017 Q3	$220K	Buy	+4,000	New	+$197K	﹤0.01%	1127
2016 Q4	–	Sell	-5,000	Closed	-$215K	–	1248
2016 Q3	$215K	Hold	5,000	–	–	﹤0.01%	1120
2016 Q2	$224K	Buy	+5,000	New	+$202K	﹤0.01%	1109
2016 Q1	–	Sell	-11,200	Closed	-$437K	–	1249
2015 Q4	$437K	Hold	11,200	–	–	﹤0.01%	736
2015 Q3	$409K	Hold	11,200	–	–	0.01%	684
2015 Q2	$415K	Hold	11,200	–	–	﹤0.01%	739
2015 Q1	$391K	Hold	11,200	–	–	﹤0.01%	795
2014 Q4	$445K	Hold	11,200	–	–	0.01%	756
2014 Q3	$373K	Hold	11,200	–	–	﹤0.01%	780
2014 Q2	$403K	Hold	11,200	–	–	0.01%	625
2014 Q1	$371K	Hold	11,200	–	–	0.01%	664
2013 Q4	$512K	Hold	11,200	–	–	0.01%	449
2013 Q3	$542K	Hold	11,200	–	–	0.01%	423
2013 Q2	$624K	Buy	+11,200	New	+$511K	0.02%	387

Other funds holding CFFI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its C&F Financial (CFFI) position steady in Q3 2023 at 3,800 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

JP Morgan Private Wealth Advisors first reported a position in CFFI in Q2 2013 and has held it in 28 quarters since. The position peaked at $624K in Q2 2013. 56 funds tracked by Wall St. Rank hold CFFI as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,800 shares of C&F Financial worth $204K as of Q3 2023.
JP Morgan Private Wealth Advisors left its C&F Financial share count unchanged in Q3 2023.
C&F Financial made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1627 holding.
JP Morgan Private Wealth Advisors first reported a position in C&F Financial in Q2 2013 and has held it in 28 quarters since.
JP Morgan Private Wealth Advisors's C&F Financial position peaked at $624K in Q2 2013.
56 funds tracked by Wall St. Rank held C&F Financial as of Q3 2023.

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