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JP Morgan Private Wealth Advisors’s Ericsson ERIC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,781
Closed -$80.5K – 1962
2022
Q4 		$80.5K Sell
13,781
-5,050
-27% -$30.4K ﹤0.01% 1890
2022
Q3 		$108K Sell
18,831
-2,970
-14% -$21.3K ﹤0.01% 1876
2022
Q2 		$161K Buy
21,801
+851
+4% +$6.95K ﹤0.01% 1845
2022
Q1 		$191K Buy
20,950
+898
+4% +$9.36K ﹤0.01% 1918
2021
Q4 		$218K Sell
20,052
-4,248
-17% -$46.4K ﹤0.01% 1876
2021
Q3 		$272K Buy
24,300
+3,978
+20% +$47K ﹤0.01% 1737
2021
Q2 		$256K Buy
20,322
+8,321
+69% +$111K ﹤0.01% 1729
2021
Q1 		$158K Buy
12,001
+449
+4% +$5.72K ﹤0.01% 1707
2020
Q4 		$138K Sell
11,552
-718
-6% -$8.41K ﹤0.01% 1669
2020
Q3 		$134K Buy
+12,270
New +$135K ﹤0.01% 1552
2019
Q1 		– Sell
-10,539
Closed -$93K – 1480
2018
Q4 		$93K Buy
+10,539
New +$91.6K ﹤0.01% 1398
2016
Q4 		– Sell
-42,644
Closed -$307K – 1253
2016
Q3 		$307K Sell
42,644
-6,505
-13% -$47.2K ﹤0.01% 978
2016
Q2 		$377K Sell
49,149
-450,211
-90% -$3.69M ﹤0.01% 888
2016
Q1 		$5.01M Buy
499,360
+207,770
+71% +$1.91M 0.05% 250
2015
Q4 		$2.8M Buy
291,590
+266,130
+1,045% +$2.59M 0.03% 312
2015
Q3 		$249K Buy
25,460
+2,999
+13% +$30.3K ﹤0.01% 855
2015
Q2 		$234K Buy
+22,461
New +$260K ﹤0.01% 931

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ERIC Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Ericsson (ERIC) in Q1 2023, closing a stake of 13,781 shares — an estimated $80.5K sold.

JP Morgan Private Wealth Advisors first reported a position in ERIC in Q2 2015 and held it in 17 quarters. The position peaked at $5.01M in Q1 2016. 270 funds tracked by Wall St. Rank hold ERIC as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Ericsson position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,781 Ericsson shares in Q1 2023, an estimated $80.5K.
  • JP Morgan Private Wealth Advisors first reported a position in Ericsson in Q2 2015 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's Ericsson position peaked at $5.01M in Q1 2016.
  • 270 funds tracked by Wall St. Rank held Ericsson as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.