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JP Morgan Private Wealth Advisors’s Fair Isaac FICO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.89M Sell
2,175
-951
-30% -$816K 0.01% 755
2023
Q2 		$2.53M Sell
3,126
-2,577
-45% -$1.93M 0.01% 493
2023
Q1 		$4.01M Buy
5,703
+118
+2% +$78.5K 0.01% 645
2022
Q4 		$3.34M Buy
5,585
+994
+22% +$523K 0.01% 690
2022
Q3 		$1.89M Buy
4,591
+1,307
+40% +$593K ﹤0.01% 863
2022
Q2 		$1.32M Sell
3,284
-2,024
-38% -$798K ﹤0.01% 1000
2022
Q1 		$2.48M Sell
5,308
-302
-5% -$143K 0.01% 828
2021
Q4 		$2.43M Buy
5,610
+570
+11% +$226K 0.01% 828
2021
Q3 		$2.01M Buy
5,040
+233
+5% +$111K ﹤0.01% 900
2021
Q2 		$2.42M Buy
4,807
+2,034
+73% +$1.03M 0.01% 805
2021
Q1 		$1.35M Sell
2,773
-454
-14% -$216K ﹤0.01% 912
2020
Q4 		$1.65M Buy
3,227
+700
+28% +$326K 0.01% 815
2020
Q3 		$1.07M Buy
2,527
+1,147
+83% +$487K ﹤0.01% 862
2020
Q2 		$577K Sell
1,380
-255
-16% -$93.1K ﹤0.01% 1021
2020
Q1 		$503K Buy
1,635
+371
+29% +$137K ﹤0.01% 926
2019
Q4 		$474K Sell
1,264
-363
-22% -$122K ﹤0.01% 1071
2019
Q3 		$494K Sell
1,627
-18
-1% -$6.1K ﹤0.01% 1010
2019
Q2 		$517K Sell
1,645
-185
-10% -$53.7K ﹤0.01% 971
2019
Q1 		$497K Buy
1,830
+117
+7% +$27.5K ﹤0.01% 1038
2018
Q4 		$320K Buy
1,713
+257
+18% +$50.1K ﹤0.01% 1143
2018
Q3 		$333K Sell
1,456
-11
-0.7% -$2.39K ﹤0.01% 1241
2018
Q2 		$284K Sell
1,467
-19
-1% -$3.44K ﹤0.01% 1227
2018
Q1 		$252K Sell
1,486
-37
-2% -$6.18K ﹤0.01% 1114
2017
Q4 		$233K Buy
+1,523
New +$230K ﹤0.01% 1137

Other funds holding FICO

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Fair Isaac (FICO) stake by 30% in Q3 2023, selling an estimated $816K and leaving 2,175 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #755.

JP Morgan Private Wealth Advisors first reported a position in FICO in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.01M in Q1 2023. 680 funds tracked by Wall St. Rank hold FICO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,175 shares of Fair Isaac worth $1.89M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 951 Fair Isaac shares in Q3 2023, an estimated $816K.
  • Fair Isaac made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #755 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Fair Isaac in Q4 2017 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Fair Isaac position peaked at $4.01M in Q1 2023.
  • 680 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2023.

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