JP Morgan Private Wealth Advisors’s Evertec EVTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$894K	Sell	24,056 -1,247	-5%	-$48.6K	﹤0.01%	1015
2023 Q2	$932K	Sell	25,303 -10,120	-29%	-$351K	﹤0.01%	783
2023 Q1	$1.2M	Buy	35,423 +4,641	+15%	+$163K	﹤0.01%	1089
2022 Q4	$997K	Sell	30,782 -4,820	-14%	-$158K	﹤0.01%	1151
2022 Q3	$1.12M	Sell	35,602 -6,670	-16%	-$234K	﹤0.01%	1081
2022 Q2	$1.56M	Sell	42,272 -3,694	-8%	-$141K	﹤0.01%	931
2022 Q1	$1.88M	Buy	45,966 +11,997	+35%	+$514K	﹤0.01%	923
2021 Q4	$1.7M	Buy	33,969 +6,431	+23%	+$298K	﹤0.01%	978
2021 Q3	$1.26M	Buy	27,538 +2,272	+9%	+$102K	﹤0.01%	1109
2021 Q2	$1.1M	Buy	25,266 +7,470	+42%	+$315K	﹤0.01%	1148
2021 Q1	$662K	Buy	17,796 +597	+3%	+$22.5K	﹤0.01%	1212
2020 Q4	$676K	Buy	+17,199	New	+$639K	﹤0.01%	1163

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Evertec (EVTC) stake by 4.9% in Q3 2023, selling an estimated $48.6K and leaving 24,056 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

JP Morgan Private Wealth Advisors first reported a position in EVTC in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.88M in Q1 2022. 253 funds tracked by Wall St. Rank hold EVTC as of Q3 2023.

JP Morgan Private Wealth Advisors held 24,056 shares of Evertec worth $894K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,247 Evertec shares in Q3 2023, an estimated $48.6K.
Evertec made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1015 holding.
JP Morgan Private Wealth Advisors first reported a position in Evertec in Q4 2020 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's Evertec position peaked at $1.88M in Q1 2022.
253 funds tracked by Wall St. Rank held Evertec as of Q3 2023.

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