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JP Morgan Private Wealth Advisors’s F5 FFIV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.86M Sell
23,981
-780
-3% -$122K 0.01% 562
2023
Q2 		$3.62M Buy
24,761
+20,249
+449% +$2.88M 0.02% 401
2023
Q1 		$657K Buy
4,512
+181
+4% +$26.1K ﹤0.01% 1353
2022
Q4 		$622K Sell
4,331
-11
-0.3% -$1.61K ﹤0.01% 1376
2022
Q3 		$628K Buy
4,342
+115
+3% +$18.2K ﹤0.01% 1363
2022
Q2 		$647K Buy
4,227
+385
+10% +$67K ﹤0.01% 1348
2022
Q1 		$803K Buy
3,842
+1
+0% +$210 ﹤0.01% 1316
2021
Q4 		$940K Sell
3,841
-10
-0.3% -$2.22K ﹤0.01% 1273
2021
Q3 		$766K Buy
3,851
+135
+4% +$27K ﹤0.01% 1327
2021
Q2 		$694K Buy
3,716
+12
+0.3% +$2.31K ﹤0.01% 1356
2021
Q1 		$773K Sell
3,704
-47
-1% -$9.26K ﹤0.01% 1150
2020
Q4 		$660K Sell
3,751
-42
-1% -$6.38K ﹤0.01% 1181
2020
Q3 		$466K Buy
3,793
+763
+25% +$103K ﹤0.01% 1189
2020
Q2 		$423K Buy
3,030
+375
+14% +$50.5K ﹤0.01% 1176
2020
Q1 		$283K Buy
2,655
+516
+24% +$63.1K ﹤0.01% 1156
2019
Q4 		$299K Sell
2,139
-248
-10% -$34.9K ﹤0.01% 1243
2019
Q3 		$335K Buy
2,387
+303
+15% +$41.9K ﹤0.01% 1148
2019
Q2 		$303K Sell
2,084
-1,375
-40% -$206K ﹤0.01% 1147
2019
Q1 		$543K Buy
3,459
+925
+37% +$149K ﹤0.01% 1000
2018
Q4 		$411K Sell
2,534
-33
-1% -$5.66K ﹤0.01% 1042
2018
Q3 		$512K Buy
2,567
+240
+10% +$43.9K ﹤0.01% 1068
2018
Q2 		$401K Sell
2,327
-166
-7% -$27.7K ﹤0.01% 1089
2018
Q1 		$361K Sell
2,493
-179
-7% -$25.7K ﹤0.01% 977
2017
Q4 		$351K Sell
2,672
-39
-1% -$4.84K ﹤0.01% 991
2017
Q3 		$327K Sell
2,711
-687
-20% -$82.9K ﹤0.01% 994
2017
Q2 		$431K Buy
3,398
+127
+4% +$16.6K ﹤0.01% 881
2017
Q1 		$466K Sell
3,271
-261
-7% -$37.2K ﹤0.01% 884
2016
Q4 		$512K Sell
3,532
-337
-9% -$45.7K ﹤0.01% 798
2016
Q3 		$482K Sell
3,869
-525
-12% -$63.7K ﹤0.01% 799
2016
Q2 		$501K Buy
4,394
+1,098
+33% +$118K ﹤0.01% 780
2016
Q1 		$349K Buy
+3,296
New +$316K ﹤0.01% 885

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its F5 (FFIV) stake by 3.2% in Q3 2023, selling an estimated $122K and leaving 23,981 shares worth $3.86M. The position accounts for 0.01% of the portfolio, ranked #562.

JP Morgan Private Wealth Advisors first reported a position in FFIV in Q1 2016 and has held it in 31 quarters since. 510 funds tracked by Wall St. Rank hold FFIV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 23,981 shares of F5 worth $3.86M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 780 F5 shares in Q3 2023, an estimated $122K.
  • F5 made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #562 holding.
  • JP Morgan Private Wealth Advisors first reported a position in F5 in Q1 2016 and has held it in 31 quarters since.
  • 510 funds tracked by Wall St. Rank held F5 as of Q3 2023.

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