JMPWA
CVBF icon

JP Morgan Private Wealth Advisors’s CVB Financial CVBF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-24,235
Closed -$535K – 1255
2017
Q1 		$535K Sell
24,235
-60
-0.2% -$1.37K ﹤0.01% 823
2016
Q4 		$557K Sell
24,295
-2,490
-9% -$49.3K ﹤0.01% 765
2016
Q3 		$471K Hold
26,785
– – ﹤0.01% 807
2016
Q2 		$439K Sell
26,785
-668
-2% -$11.3K ﹤0.01% 828
2016
Q1 		$479K Sell
27,453
-13,036
-32% -$206K ﹤0.01% 770
2015
Q4 		$684K Sell
40,489
-11,944
-23% -$209K 0.01% 610
2015
Q3 		$876K Sell
52,433
-1,211
-2% -$20.7K 0.01% 503
2015
Q2 		$944K Buy
53,644
+34
+0.1% +$559 0.01% 515
2015
Q1 		$854K Buy
53,610
+1,871
+4% +$29K 0.01% 568
2014
Q4 		$829K Buy
51,739
+469
+0.9% +$7.14K 0.01% 576
2014
Q3 		$735K Buy
51,270
+145
+0.3% +$2.23K 0.01% 593
2014
Q2 		$820K Buy
51,125
+3,157
+7% +$47.5K 0.01% 451
2014
Q1 		$762K Buy
47,968
+21,970
+85% +$347K 0.01% 458
2013
Q4 		$444K Buy
25,998
+377
+1% +$5.74K 0.01% 472
2013
Q3 		$346K Buy
25,621
+240
+0.9% +$3.15K 0.01% 491
2013
Q2 		$298K Buy
+25,381
New +$283K 0.01% 495

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CVBF Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of CVB Financial (CVBF) in Q2 2017, closing a stake of 24,235 shares — an estimated $535K sold.

JP Morgan Private Wealth Advisors first reported a position in CVBF in Q2 2013 and held it in 16 quarters. The position peaked at $944K in Q2 2015. 151 funds tracked by Wall St. Rank hold CVBF as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining CVB Financial position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 24,235 CVB Financial shares in Q2 2017, an estimated $535K.
  • JP Morgan Private Wealth Advisors first reported a position in CVB Financial in Q2 2013 and held it in 16 quarters.
  • JP Morgan Private Wealth Advisors's CVB Financial position peaked at $944K in Q2 2015.
  • 151 funds tracked by Wall St. Rank held CVB Financial as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.