JMPWA
GAM

JP Morgan Private Wealth Advisors’s General American Investors Company GAM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,118
Closed -$342K – 1951
2022
Q3 		$342K Buy
10,118
+4,170
+70% +$154K ﹤0.01% 1602
2022
Q2 		$210K Sell
5,948
-2
-0% -$76 ﹤0.01% 1806
2022
Q1 		$253K Hold
5,950
– – ﹤0.01% 1823
2021
Q4 		$263K Buy
5,950
+396
+7% +$17.4K ﹤0.01% 1799
2021
Q3 		$239K Buy
+5,554
New +$244K ﹤0.01% 1784
2019
Q2 		– Sell
-6,485
Closed -$216K – 1409
2019
Q1 		$216K Buy
+6,485
New +$205K ﹤0.01% 1352
2018
Q4 		– Sell
-10,907
Closed -$403K – 1507
2018
Q3 		$403K Hold
10,907
– – ﹤0.01% 1164
2018
Q2 		$374K Hold
10,907
– – ﹤0.01% 1120
2018
Q1 		$365K Buy
10,907
+2,065
+23% +$71.6K ﹤0.01% 974
2017
Q4 		$304K Buy
+8,842
New +$308K ﹤0.01% 1051
2017
Q2 		– Sell
-9,407
Closed -$315K – 1271
2017
Q1 		$315K Buy
+9,407
New +$309K ﹤0.01% 1046
2016
Q3 		– Sell
-6,644
Closed -$204K – 1243
2016
Q2 		$204K Buy
+6,644
New +$206K ﹤0.01% 1144
2015
Q3 		– Sell
-6,085
Closed -$212K – 1084
2015
Q2 		$212K Buy
+6,085
New +$216K ﹤0.01% 953

Other funds holding GAM

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GAM Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of General American Investors Company (GAM) in Q4 2022, closing a stake of 10,118 shares — an estimated $342K sold.

JP Morgan Private Wealth Advisors first reported a position in GAM in Q2 2015 and held it in 13 quarters. The position peaked at $403K in Q3 2018. 75 funds tracked by Wall St. Rank hold GAM as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining General American Investors Company position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,118 General American Investors Company shares in Q4 2022, an estimated $342K.
  • JP Morgan Private Wealth Advisors first reported a position in General American Investors Company in Q2 2015 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's General American Investors Company position peaked at $403K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held General American Investors Company as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.