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JP Morgan Private Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.4M Sell
33,224
-4,653
-12% -$487K 0.01% 595
2023
Q2 		$3.69M Sell
37,877
-23,379
-38% -$2.42M 0.02% 393
2023
Q1 		$6.87M Sell
61,256
-2,898
-5% -$330K 0.01% 518
2022
Q4 		$6.57M Buy
64,154
+2,170
+4% +$224K 0.01% 516
2022
Q3 		$5.55M Sell
61,984
-20,957
-25% -$2.16M 0.01% 535
2022
Q2 		$9.87M Buy
82,941
+12,287
+17% +$1.56M 0.03% 407
2022
Q1 		$9.61M Buy
70,654
+2,847
+4% +$350K 0.02% 450
2021
Q4 		$7.72M Buy
67,807
+3,380
+5% +$400K 0.02% 501
2021
Q3 		$7.36M Buy
64,427
+3,040
+5% +$361K 0.02% 497
2021
Q2 		$7.16M Buy
61,387
+23,238
+61% +$2.68M 0.02% 497
2021
Q1 		$3.93M Sell
38,149
-1,215
-3% -$116K 0.01% 567
2020
Q4 		$3.44M Buy
39,364
+12,074
+44% +$964K 0.01% 577
2020
Q3 		$2.13M Sell
27,290
-6,645
-20% -$515K 0.01% 634
2020
Q2 		$2.17M Sell
33,935
-59,461
-64% -$3.93M 0.01% 561
2020
Q1 		$7.05M Buy
93,396
+59,265
+174% +$5.91M 0.04% 304
2019
Q4 		$3.59M Sell
34,131
-5,679
-14% -$621K 0.02% 496
2019
Q3 		$4.64M Buy
39,810
+15,427
+63% +$1.7M 0.02% 418
2019
Q2 		$2.53M Sell
24,383
-1,495
-6% -$143K 0.01% 542
2019
Q1 		$2.22M Buy
25,878
+741
+3% +$61.1K 0.01% 585
2018
Q4 		$1.95M Sell
25,137
-1,997
-7% -$155K 0.01% 575
2018
Q3 		$2.08M Sell
27,134
-1,155
-4% -$86K 0.01% 618
2018
Q2 		$1.89M Buy
28,289
+6,790
+32% +$482K 0.01% 613
2018
Q1 		$1.6M Sell
21,499
-1,902
-8% -$142K 0.01% 529
2017
Q4 		$1.75M Buy
23,401
+626
+3% +$46.6K 0.01% 516
2017
Q3 		$1.74M Sell
22,775
-1,385
-6% -$105K 0.01% 497
2017
Q2 		$1.75M Buy
24,160
+286
+1% +$20.3K 0.01% 487
2017
Q1 		$1.73M Buy
23,874
+2,683
+13% +$194K 0.01% 497
2016
Q4 		$1.61M Buy
21,191
+7,922
+60% +$589K 0.01% 479
2016
Q3 		$1M Buy
13,269
+2,127
+19% +$161K 0.01% 591
2016
Q2 		$834K Buy
11,142
+6,006
+117% +$407K 0.01% 641
2016
Q1 		$336K Buy
+5,136
New +$313K ﹤0.01% 902

Other funds holding CINF

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Cincinnati Financial (CINF) stake by 12% in Q3 2023, selling an estimated $487K and leaving 33,224 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #595.

JP Morgan Private Wealth Advisors first reported a position in CINF in Q1 2016 and has held it in 31 quarters since. The position peaked at $9.87M in Q2 2022. 705 funds tracked by Wall St. Rank hold CINF as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 33,224 shares of Cincinnati Financial worth $3.4M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 4,653 Cincinnati Financial shares in Q3 2023, an estimated $487K.
  • Cincinnati Financial made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #595 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Cincinnati Financial in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Cincinnati Financial position peaked at $9.87M in Q2 2022.
  • 705 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2023.

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