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JP Morgan Private Wealth Advisors’s Glacier Bancorp GBCI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GBCI Stock Details GBCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$352K Sell
12,363
-5,173
-29% -$160K ﹤0.01% 1399
2023
Q2 		$547K Sell
17,536
-1,367
-7% -$45.1K ﹤0.01% 997
2023
Q1 		$794K Buy
18,903
+1,459
+8% +$66.7K ﹤0.01% 1275
2022
Q4 		$862K Buy
17,444
+178
+1% +$9.6K ﹤0.01% 1215
2022
Q3 		$848K Sell
17,266
-372
-2% -$18.8K ﹤0.01% 1222
2022
Q2 		$836K Buy
17,638
+1,702
+11% +$80.2K ﹤0.01% 1227
2022
Q1 		$801K Sell
15,936
-1,310
-8% -$70.8K ﹤0.01% 1317
2021
Q4 		$978K Sell
17,246
-419
-2% -$23.7K ﹤0.01% 1251
2021
Q3 		$978K Buy
17,665
+1,327
+8% +$69.8K ﹤0.01% 1217
2021
Q2 		$900K Buy
16,338
+3,241
+25% +$190K ﹤0.01% 1246
2021
Q1 		$748K Sell
13,097
-2,251
-15% -$122K ﹤0.01% 1165
2020
Q4 		$706K Sell
15,348
-91
-0.6% -$3.68K ﹤0.01% 1142
2020
Q3 		$495K Sell
15,439
-139
-0.9% -$4.8K ﹤0.01% 1158
2020
Q2 		$550K Buy
15,578
+1,075
+7% +$39.9K ﹤0.01% 1049
2020
Q1 		$493K Buy
14,503
+9,918
+216% +$395K ﹤0.01% 931
2019
Q4 		$211K Buy
+4,585
New +$198K ﹤0.01% 1380

Other funds holding GBCI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Glacier Bancorp (GBCI) stake by 29% in Q3 2023, selling an estimated $160K and leaving 12,363 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

JP Morgan Private Wealth Advisors first reported a position in GBCI in Q4 2019 and has held it in 16 quarters since. The position peaked at $978K in Q4 2021. 293 funds tracked by Wall St. Rank hold GBCI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,363 shares of Glacier Bancorp worth $352K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,173 Glacier Bancorp shares in Q3 2023, an estimated $160K.
  • Glacier Bancorp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1399 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Glacier Bancorp in Q4 2019 and has held it in 16 quarters since.
  • JP Morgan Private Wealth Advisors's Glacier Bancorp position peaked at $978K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held Glacier Bancorp as of Q3 2023.

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