JMPWA
FRC

JP Morgan Private Wealth Advisors’s First Republic Bank FRC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,922
Closed -$547K – 2000
2021
Q2 		$547K Buy
+2,922
New +$537K ﹤0.01% 1446
2018
Q4 		– Sell
-18,520
Closed -$1.78M – 1616
2018
Q3 		$1.78M Sell
18,520
-1,492
-7% -$150K 0.01% 653
2018
Q2 		$1.94M Buy
20,012
+2,976
+17% +$287K 0.01% 607
2018
Q1 		$1.58M Buy
17,036
+67
+0.4% +$6.18K 0.01% 533
2017
Q4 		$1.47M Buy
16,969
+42
+0.2% +$3.98K 0.01% 561
2017
Q3 		$1.77M Sell
16,927
-12,497
-42% -$1.24M 0.01% 492
2017
Q2 		$2.95M Sell
29,424
-2,883
-9% -$272K 0.02% 396
2017
Q1 		$3.03M Buy
32,307
+2,674
+9% +$252K 0.02% 394
2016
Q4 		$2.73M Buy
29,633
+17,157
+138% +$1.4M 0.02% 383
2016
Q3 		$962K Hold
12,476
– – 0.01% 600
2016
Q2 		$873K Sell
12,476
-752,116
-98% -$52.1M 0.01% 630
2016
Q1 		$51M Buy
764,592
+381,494
+100% +$24.4M 0.49% 54
2015
Q4 		$25.3M Sell
383,098
-9,690
-2% -$640K 0.26% 102
2015
Q3 		$24.7M Buy
392,788
+492
+0.1% +$30.8K 0.31% 92
2015
Q2 		$24.7M Buy
392,296
+501
+0.1% +$30.3K 0.28% 100
2015
Q1 		$22.4M Sell
391,795
-4,938
-1% -$269K 0.26% 105
2014
Q4 		$20.7M Buy
396,733
+1,189
+0.3% +$59.8K 0.25% 109
2014
Q3 		$19.5M Buy
395,544
+373,692
+1,710% +$18.3M 0.25% 108
2014
Q2 		$1.2M Sell
21,852
-1,635
-7% -$85.9K 0.02% 376
2014
Q1 		$1.27M Buy
23,487
+2,240
+11% +$115K 0.02% 357
2013
Q4 		$1.11M Hold
21,247
– – 0.02% 328
2013
Q3 		$991K Sell
21,247
-8,366
-28% -$367K 0.02% 335
2013
Q2 		$1.14M Buy
+29,613
New +$1.13M 0.03% 303

Other funds holding FRC

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FRC Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of First Republic Bank (FRC) in Q3 2021, closing a stake of 2,922 shares — an estimated $547K sold.

JP Morgan Private Wealth Advisors first reported a position in FRC in Q2 2013 and held it in 23 quarters. The position peaked at $51M in Q1 2016. 711 funds tracked by Wall St. Rank hold FRC as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining First Republic Bank position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,922 First Republic Bank shares in Q3 2021, an estimated $547K.
  • JP Morgan Private Wealth Advisors first reported a position in First Republic Bank in Q2 2013 and held it in 23 quarters.
  • JP Morgan Private Wealth Advisors's First Republic Bank position peaked at $51M in Q1 2016.
  • 711 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.