JMPWA
FCNCA icon

JP Morgan Private Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.67M Sell
1,208
-128
-10% -$176K ﹤0.01% 806
2023
Q2 		$1.72M Sell
1,336
-2,626
-66% -$3.04M 0.01% 615
2023
Q1 		$3.86M Sell
3,962
-572
-13% -$425K 0.01% 656
2022
Q4 		$3.44M Buy
4,534
+86
+2% +$69.3K 0.01% 680
2022
Q3 		$3.55M Sell
4,448
-282
-6% -$220K 0.01% 654
2022
Q2 		$3.09M Buy
4,730
+176
+4% +$115K 0.01% 701
2022
Q1 		$3.03M Sell
4,554
-131
-3% -$102K 0.01% 766
2021
Q4 		$3.89M Buy
4,685
+1,052
+29% +$877K 0.01% 683
2021
Q3 		$3.06M Buy
3,633
+84
+2% +$69.8K 0.01% 728
2021
Q2 		$2.96M Sell
3,549
-138
-4% -$118K 0.01% 730
2021
Q1 		$3.08M Sell
3,687
-106
-3% -$76.8K 0.01% 634
2020
Q4 		$2.18M Buy
3,793
+258
+7% +$130K 0.01% 697
2020
Q3 		$1.13M Sell
3,535
-404
-10% -$156K ﹤0.01% 841
2020
Q2 		$1.59M Buy
3,939
+2,295
+140% +$841K 0.01% 649
2020
Q1 		$547K Buy
1,644
+302
+23% +$140K ﹤0.01% 903
2019
Q4 		$714K Buy
1,342
+120
+10% +$60.7K ﹤0.01% 916
2019
Q3 		$576K Buy
+1,222
New +$556K ﹤0.01% 953
2019
Q1 		– Sell
-992
Closed -$374K – 1482
2018
Q4 		$374K Buy
992
+50
+5% +$21K ﹤0.01% 1072
2018
Q3 		$426K Buy
942
+270
+40% +$119K ﹤0.01% 1134
2018
Q2 		$271K Buy
672
+48
+8% +$20.7K ﹤0.01% 1245
2018
Q1 		$258K Buy
+624
New +$269K ﹤0.01% 1103

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its First Citizens BancShares (FCNCA) stake by 9.6% in Q3 2023, selling an estimated $176K and leaving 1,208 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #806.

JP Morgan Private Wealth Advisors first reported a position in FCNCA in Q1 2018 and has held it in 21 quarters since. The position peaked at $3.89M in Q4 2021. 495 funds tracked by Wall St. Rank hold FCNCA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,208 shares of First Citizens BancShares worth $1.67M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 128 First Citizens BancShares shares in Q3 2023, an estimated $176K.
  • First Citizens BancShares made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #806 holding.
  • JP Morgan Private Wealth Advisors first reported a position in First Citizens BancShares in Q1 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's First Citizens BancShares position peaked at $3.89M in Q4 2021.
  • 495 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2023.

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