JMPWA
FULT icon

JP Morgan Private Wealth Advisors’s Fulton Financial FULT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,437
Closed -$338K – 1630
2023
Q1 		$338K Sell
24,437
-2,296
-9% -$37.1K ﹤0.01% 1631
2022
Q4 		$450K Buy
26,733
+284
+1% +$4.98K ﹤0.01% 1510
2022
Q3 		$418K Buy
26,449
+287
+1% +$4.63K ﹤0.01% 1533
2022
Q2 		$378K Sell
26,162
-1,234
-5% -$19.1K ﹤0.01% 1556
2022
Q1 		$455K Sell
27,396
-878
-3% -$15.7K ﹤0.01% 1580
2021
Q4 		$481K Sell
28,274
-2,206
-7% -$36.3K ﹤0.01% 1573
2021
Q3 		$466K Buy
30,480
+894
+3% +$13.8K ﹤0.01% 1527
2021
Q2 		$467K Sell
29,586
-3,239
-10% -$55.2K ﹤0.01% 1502
2021
Q1 		$559K Buy
32,825
+969
+3% +$15K ﹤0.01% 1264
2020
Q4 		$405K Buy
31,856
+1,036
+3% +$12.3K ﹤0.01% 1372
2020
Q3 		$288K Sell
30,820
-2,864
-9% -$28.1K ﹤0.01% 1381
2020
Q2 		$355K Buy
+33,684
New +$365K ﹤0.01% 1240

Other funds holding FULT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FULT Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Fulton Financial (FULT) in Q2 2023, closing a stake of 24,437 shares — an estimated $338K sold.

JP Morgan Private Wealth Advisors first reported a position in FULT in Q2 2020 and held it in 12 quarters. The position peaked at $559K in Q1 2021. 246 funds tracked by Wall St. Rank hold FULT as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Fulton Financial position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 24,437 Fulton Financial shares in Q2 2023, an estimated $338K.
  • JP Morgan Private Wealth Advisors first reported a position in Fulton Financial in Q2 2020 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Fulton Financial position peaked at $559K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.