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JP Morgan Private Wealth Advisors’s First Bancorp FBP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,420
Closed -$115K – 1447
2019
Q2 		$115K Hold
10,420
– – ﹤0.01% 1330
2019
Q1 		$119K Buy
+10,420
New +$110K ﹤0.01% 1405
2018
Q1 		– Sell
-19,000
Closed -$96K – 1324
2017
Q4 		$96K Buy
+19,000
New +$94.8K ﹤0.01% 1229

Other funds holding FBP

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FBP Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of First Bancorp (FBP) in Q3 2019, closing a stake of 10,420 shares — an estimated $115K sold.

JP Morgan Private Wealth Advisors first reported a position in FBP in Q4 2017 and held it in 3 quarters. The position peaked at $119K in Q1 2019. 215 funds tracked by Wall St. Rank hold FBP as of Q3 2019.

  • JP Morgan Private Wealth Advisors reported no remaining First Bancorp position as of Q3 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,420 First Bancorp shares in Q3 2019, an estimated $115K.
  • JP Morgan Private Wealth Advisors first reported a position in First Bancorp in Q4 2017 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's First Bancorp position peaked at $119K in Q1 2019.
  • 215 funds tracked by Wall St. Rank held First Bancorp as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.