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JP Morgan Private Wealth Advisors’s First Community Bankshares FCBC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,691
Closed -$272K – 1564
2020
Q1 		$272K Buy
11,691
+4,366
+60% +$120K ﹤0.01% 1173
2019
Q4 		$227K Buy
7,325
+149
+2% +$4.69K ﹤0.01% 1350
2019
Q3 		$232K Buy
+7,176
New +$234K ﹤0.01% 1289

Other funds holding FCBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FCBC Position: Q2 2020 in Review

JP Morgan Private Wealth Advisors sold out of First Community Bankshares (FCBC) in Q2 2020, closing a stake of 11,691 shares — an estimated $272K sold.

JP Morgan Private Wealth Advisors first reported a position in FCBC in Q3 2019 and held it in 3 quarters. The position peaked at $272K in Q1 2020. 85 funds tracked by Wall St. Rank hold FCBC as of Q2 2020.

  • JP Morgan Private Wealth Advisors reported no remaining First Community Bankshares position as of Q2 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,691 First Community Bankshares shares in Q2 2020, an estimated $272K.
  • JP Morgan Private Wealth Advisors first reported a position in First Community Bankshares in Q3 2019 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's First Community Bankshares position peaked at $272K in Q1 2020.
  • 85 funds tracked by Wall St. Rank held First Community Bankshares as of Q2 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.