JP Morgan Private Wealth Advisors’s FTI Consulting FCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.45M	Buy	+8,131	New	+$1.52M	﹤0.01%	851
2023 Q2	–	Sell	-10,606	Closed	-$2.09M	–	1623
2023 Q1	$2.09M	Buy	10,606 +2,192	+26%	+$381K	﹤0.01%	861
2022 Q4	$1.34M	Buy	8,414 +4,068	+94%	+$679K	﹤0.01%	1016
2022 Q3	$720K	Buy	4,346 +1,565	+56%	+$263K	﹤0.01%	1301
2022 Q2	$503K	Buy	2,781 +1,326	+91%	+$219K	﹤0.01%	1452
2022 Q1	$229K	Buy	+1,455	New	+$217K	﹤0.01%	1861

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in FTI Consulting (FCN) in Q3 2023: 8,131 shares worth $1.45M. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in FCN as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in FCN in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.09M in Q1 2023. 352 funds tracked by Wall St. Rank hold FCN as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,131 shares of FTI Consulting worth $1.45M as of Q3 2023.
FTI Consulting was a new JP Morgan Private Wealth Advisors position in Q3 2023.
FTI Consulting made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #851 holding.
JP Morgan Private Wealth Advisors first reported a position in FTI Consulting in Q1 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's FTI Consulting position peaked at $2.09M in Q1 2023.
352 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2023.

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