JP Morgan Private Wealth Advisors’s First American FAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$447K	Buy	7,910 +227	+3%	+$13.6K	﹤0.01%	1293
2023 Q2	$438K	Sell	7,683 -179	-2%	-$10.1K	﹤0.01%	1091
2023 Q1	$438K	Buy	7,862 +995	+14%	+$57.1K	﹤0.01%	1529
2022 Q4	$359K	Sell	6,867 -812	-11%	-$41.1K	﹤0.01%	1592
2022 Q3	$354K	Buy	7,679 +337	+5%	+$18.2K	﹤0.01%	1590
2022 Q2	$389K	Sell	7,342 -24	-0.3%	-$1.4K	﹤0.01%	1548
2022 Q1	$477K	Buy	7,366 +247	+3%	+$17.6K	﹤0.01%	1559
2021 Q4	$557K	Buy	7,119 +1,627	+30%	+$121K	﹤0.01%	1505
2021 Q3	$368K	Sell	5,492 -414	-7%	-$27.7K	﹤0.01%	1626
2021 Q2	$368K	Buy	5,906 +314	+6%	+$20K	﹤0.01%	1608
2021 Q1	$317K	Sell	5,592 -615	-10%	-$33.6K	﹤0.01%	1507
2020 Q4	$320K	Buy	6,207 +381	+7%	+$19.1K	﹤0.01%	1471
2020 Q3	$297K	Sell	5,826 -19	-0.3%	-$984	﹤0.01%	1367
2020 Q2	$281K	Sell	5,845 -1,082	-16%	-$51.1K	﹤0.01%	1332
2020 Q1	$294K	Sell	6,927 -5,576	-45%	-$318K	﹤0.01%	1141
2019 Q4	$729K	Buy	12,503 +131	+1%	+$8.01K	﹤0.01%	907
2019 Q3	$730K	Buy	12,372 +4,815	+64%	+$276K	﹤0.01%	872
2019 Q2	$406K	Sell	7,557 -2,468	-25%	-$134K	﹤0.01%	1052
2019 Q1	$516K	Sell	10,025 -23,578	-70%	-$1.17M	﹤0.01%	1027
2018 Q4	$1.5M	Sell	33,603 -15,313	-31%	-$710K	0.01%	629
2018 Q3	$2.52M	Buy	48,916 +2,762	+6%	+$151K	0.01%	575
2018 Q2	$2.39M	Sell	46,154 -4,358	-9%	-$232K	0.01%	564
2018 Q1	$2.96M	Buy	50,512 +18,690	+59%	+$1.1M	0.02%	415
2017 Q4	$1.78M	Buy	31,822 +23,515	+283%	+$1.27M	0.01%	508
2017 Q3	$415K	Sell	8,307 -7,309	-47%	-$349K	﹤0.01%	914
2017 Q2	$698K	Buy	15,616 +7,972	+104%	+$337K	0.01%	714
2017 Q1	$300K	Sell	7,644 -379	-5%	-$14.5K	﹤0.01%	1067
2016 Q4	$294K	Buy	8,023 +301	+4%	+$11.5K	﹤0.01%	1002
2016 Q3	$303K	Sell	7,722 -31	-0.4%	-$1.29K	﹤0.01%	980
2016 Q2	$312K	Buy	7,753 +338	+5%	+$12.6K	﹤0.01%	960
2016 Q1	$283K	Buy	+7,415	New	+$264K	﹤0.01%	973

Other funds holding FAF

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

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

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

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its First American (FAF) stake by 3% in Q3 2023, buying an estimated $13.6K and bringing the position to 7,910 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

JP Morgan Private Wealth Advisors first reported a position in FAF in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.96M in Q1 2018. 367 funds tracked by Wall St. Rank hold FAF as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,910 shares of First American worth $447K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 227 First American shares in Q3 2023, an estimated $13.6K.
First American made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1293 holding.
JP Morgan Private Wealth Advisors first reported a position in First American in Q1 2016 and has held it in 31 quarters since.
JP Morgan Private Wealth Advisors's First American position peaked at $2.96M in Q1 2018.
367 funds tracked by Wall St. Rank held First American as of Q3 2023.

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