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JP Morgan Private Wealth Advisors’s Fortive FTV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$67.5M Sell
1,207,833
-50,358
-4% -$2.9M 0.19% 122
2023
Q2 		$70.9M Sell
1,258,191
-181,146
-13% -$9.15M 0.37% 65
2023
Q1 		$73.9M Buy
1,439,337
+380,878
+36% +$19.2M 0.16% 139
2022
Q4 		$51.2M Buy
1,058,459
+131,200
+14% +$6.35M 0.11% 180
2022
Q3 		$40.7M Buy
927,259
+8,687
+0.9% +$406K 0.11% 193
2022
Q2 		$37.6M Sell
918,572
-23,725
-3% -$1.05M 0.1% 202
2022
Q1 		$43.3M Buy
942,297
+40,739
+5% +$2.01M 0.09% 210
2021
Q4 		$51.8M Sell
901,558
-31,697
-3% -$1.79M 0.11% 186
2021
Q3 		$49.6M Buy
933,255
+84,110
+10% +$4.6M 0.12% 180
2021
Q2 		$44.6M Buy
849,145
+189,771
+29% +$10.2M 0.12% 190
2021
Q1 		$35.1M Buy
659,374
+7,015
+1% +$363K 0.11% 189
2020
Q4 		$34.8M Buy
652,359
+36,851
+6% +$1.9M 0.11% 188
2020
Q3 		$29.6M Buy
615,508
+57,400
+10% +$2.62M 0.12% 172
2020
Q2 		$23.8M Buy
558,108
+74,943
+16% +$2.92M 0.11% 177
2020
Q1 		$16.8M Sell
483,165
-99,229
-17% -$4.34M 0.1% 192
2019
Q4 		$28.1M Buy
582,394
+53,911
+10% +$2.43M 0.13% 161
2019
Q3 		$22.8M Buy
528,483
+51,637
+11% +$2.38M 0.12% 164
2019
Q2 		$24.5M Sell
476,846
-3,849
-0.8% -$200K 0.13% 160
2019
Q1 		$25.4M Buy
480,695
+88,454
+23% +$4.31M 0.13% 165
2018
Q4 		$16.7M Sell
392,241
-2,530
-0.6% -$119K 0.1% 195
2018
Q3 		$21M Buy
394,771
+13,231
+3% +$678K 0.1% 196
2018
Q2 		$18.6M Buy
381,540
+24,137
+7% +$1.15M 0.1% 191
2018
Q1 		$17.5M Buy
357,403
+87,002
+32% +$4.14M 0.12% 167
2017
Q4 		$12.3M Buy
270,401
+25,684
+10% +$1.18M 0.08% 214
2017
Q3 		$10.9M Sell
244,717
-3,103
-1% -$129K 0.08% 212
2017
Q2 		$9.9M Buy
247,820
+1,402
+0.6% +$55.2K 0.08% 215
2017
Q1 		$9.36M Sell
246,418
-5,793
-2% -$208K 0.07% 223
2016
Q4 		$8.53M Sell
252,211
-10,377
-4% -$343K 0.07% 210
2016
Q3 		$8.43M Buy
+262,588
New +$8.43M 0.08% 209

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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 FTV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Fortive (FTV) stake by 4% in Q3 2023, selling an estimated $2.9M and leaving 1,207,833 shares worth $67.5M. The position accounts for 0.19% of the portfolio, ranked #122.

JP Morgan Private Wealth Advisors first reported a position in FTV in Q3 2016 and has held it in 29 quarters since. The position peaked at $73.9M in Q1 2023. 776 funds tracked by Wall St. Rank hold FTV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,207,833 shares of Fortive worth $67.5M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 50,358 Fortive shares in Q3 2023, an estimated $2.9M.
  • Fortive made up 0.19% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #122 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Fortive in Q3 2016 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's Fortive position peaked at $73.9M in Q1 2023.
  • 776 funds tracked by Wall St. Rank held Fortive as of Q3 2023.

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