JP Morgan Private Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$51.9K	Buy	+10,121	New	+$55.6K	﹤0.01%	1702
2017 Q3	–	Sell	-216,800	Closed	-$1.3M	–	1256
2017 Q2	$1.3M	Buy	216,800 +2,320	+1%	+$13.7K	0.01%	551
2017 Q1	$1.24M	Buy	214,480 +406	+0.2%	+$2.3K	0.01%	577
2016 Q4	$1.15M	Buy	214,074 +1,981	+0.9%	+$10.5K	0.01%	567
2016 Q3	$1.16M	Buy	212,093 +3,794	+2%	+$20.9K	0.01%	559
2016 Q2	$1.11M	Sell	208,299 -1,856	-0.9%	-$9.89K	0.01%	574
2016 Q1	$1.11M	Buy	210,155 +13,405	+7%	+$64.9K	0.01%	532
2015 Q4	$1.01M	Buy	196,750 +16,155	+9%	+$86.7K	0.01%	525
2015 Q3	$914K	Buy	180,595 +31,073	+21%	+$177K	0.01%	494
2015 Q2	$908K	Buy	149,522 +30,936	+26%	+$195K	0.01%	528
2015 Q1	$748K	Buy	118,586 +46,403	+64%	+$292K	0.01%	604
2014 Q4	$453K	Buy	+72,183	New	+$460K	0.01%	741

Other funds holding GAB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Gabelli Equity Trust (GAB) in Q3 2023: 10,121 shares worth $51.9K. The stake represents ﹤0.01% of the portfolio and ranks #1702 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in GAB as recently as Q2 2017.

JP Morgan Private Wealth Advisors first reported a position in GAB in Q4 2014 and has held it in 12 quarters since. The position peaked at $1.3M in Q2 2017. 166 funds tracked by Wall St. Rank hold GAB as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,121 shares of Gabelli Equity Trust worth $51.9K as of Q3 2023.
Gabelli Equity Trust was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Gabelli Equity Trust made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1702 holding.
JP Morgan Private Wealth Advisors first reported a position in Gabelli Equity Trust in Q4 2014 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's Gabelli Equity Trust position peaked at $1.3M in Q2 2017.
166 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2023.

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