JP Morgan Private Wealth Advisors’s First Horizon FHN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$214K	Sell	19,404 -47,905	-71%	-$593K	﹤0.01%	1611
2023 Q2	$759K	Sell	67,309 -1,181,811	-95%	-$15.8M	﹤0.01%	867
2023 Q1	$22.2M	Sell	1,249,120 -2,225,827	-64%	-$49.5M	0.05%	294
2022 Q4	$85.1M	Buy	3,474,947 +36,627	+1%	+$888K	0.19%	119
2022 Q3	$78.7M	Buy	3,438,320 +111,420	+3%	+$2.53M	0.21%	117
2022 Q2	$72.7M	Buy	3,326,900 +34,062	+1%	+$766K	0.19%	129
2022 Q1	$77.3M	Buy	3,292,838 +234,580	+8%	+$4.68M	0.17%	141
2021 Q4	$49.9M	Buy	3,058,258 +120,320	+4%	+$2.01M	0.11%	191
2021 Q3	$47.9M	Buy	2,937,938 +5,811	+0.2%	+$92.6K	0.12%	185
2021 Q2	$50.7M	Buy	2,932,127 +2,905,981	+11,114%	+$52.8M	0.13%	170
2021 Q1	$442K	Buy	+26,146	New	+$414K	﹤0.01%	1365
2018 Q4	–	Sell	-410,643	Closed	-$18K	–	1501
2018 Q3	$18K	Buy	+410,643	New	+$7.41M	﹤0.01%	1560

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its First Horizon (FHN) stake by 71% in Q3 2023, selling an estimated $593K and leaving 19,404 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

JP Morgan Private Wealth Advisors first reported a position in FHN in Q3 2018 and has held it in 12 quarters since. The position peaked at $85.1M in Q4 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q3 2023.

JP Morgan Private Wealth Advisors held 19,404 shares of First Horizon worth $214K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 47,905 First Horizon shares in Q3 2023, an estimated $593K.
First Horizon made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1611 holding.
JP Morgan Private Wealth Advisors first reported a position in First Horizon in Q3 2018 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's First Horizon position peaked at $85.1M in Q4 2022.
553 funds tracked by Wall St. Rank held First Horizon as of Q3 2023.

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