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JP Morgan Private Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.23M Buy
83,775
+1,520
+2% +$21.6K ﹤0.01% 905
2023
Q2 		$1.11M Sell
82,255
-12,167
-13% -$162K 0.01% 735
2023
Q1 		$1.28M Sell
94,422
-3,250
-3% -$43.8K ﹤0.01% 1054
2022
Q4 		$1.29M Sell
97,672
-2,704
-3% -$35.6K ﹤0.01% 1030
2022
Q3 		$1.24M Buy
100,376
+15,056
+18% +$205K ﹤0.01% 1039
2022
Q2 		$1.11M Sell
85,320
-54,876
-39% -$786K ﹤0.01% 1092
2022
Q1 		$2.13M Buy
140,196
+17,610
+14% +$273K ﹤0.01% 875
2021
Q4 		$1.89M Sell
122,586
-3,188
-3% -$49.4K ﹤0.01% 934
2021
Q3 		$1.99M Buy
125,774
+7,085
+6% +$111K ﹤0.01% 904
2021
Q2 		$1.83M Buy
118,689
+86,356
+267% +$1.34M ﹤0.01% 916
2021
Q1 		$473K Sell
32,333
-130,358
-80% -$1.92M ﹤0.01% 1336
2020
Q4 		$2.3M Buy
162,691
+69,071
+74% +$944K 0.01% 678
2020
Q3 		$1.24M Buy
93,620
+18,040
+24% +$225K ﹤0.01% 806
2020
Q2 		$881K Buy
75,580
+4,906
+7% +$55.2K ﹤0.01% 859
2020
Q1 		$869K Buy
70,674
+4,893
+7% +$80.1K ﹤0.01% 751
2019
Q4 		$1.19M Sell
65,781
-8,247
-11% -$146K 0.01% 740
2019
Q3 		$1.37M Sell
74,028
-18,612
-20% -$335K 0.01% 670
2019
Q2 		$1.61M Sell
92,640
-20,501
-18% -$360K 0.01% 634
2019
Q1 		$1.98M Sell
113,141
-222,776
-66% -$3.92M 0.01% 616
2018
Q4 		$5.42M Sell
335,917
-21,031
-6% -$374K 0.03% 350
2018
Q3 		$6.55M Buy
356,948
+44,098
+14% +$813K 0.03% 373
2018
Q2 		$5.61M Buy
312,850
+32,830
+12% +$587K 0.03% 376
2018
Q1 		$4.91M Buy
280,020
+26,938
+11% +$477K 0.03% 326
2017
Q4 		$4.51M Sell
253,082
-17,917
-7% -$331K 0.03% 344
2017
Q3 		$5M Buy
270,999
+22,865
+9% +$426K 0.04% 312
2017
Q2 		$4.65M Buy
+248,134
New +$4.84M 0.04% 310
2017
Q1 		– Sell
-253,398
Closed -$4.56M – 1343
2016
Q4 		$4.56M Buy
253,398
+17,300
+7% +$310K 0.04% 295
2016
Q3 		$4.29M Buy
236,098
+86,249
+58% +$1.58M 0.04% 295
2016
Q2 		$2.65M Sell
149,849
-2,179
-1% -$37K 0.03% 382
2016
Q1 		$2.58M Buy
152,028
+1,898
+1% +$30.4K 0.02% 354
2015
Q4 		$2.44M Sell
150,130
-9,986
-6% -$164K 0.03% 336
2015
Q3 		$2.51M Sell
160,116
-71,789
-31% -$1.16M 0.03% 304
2015
Q2 		$3.76M Sell
231,905
-49,196
-18% -$833K 0.04% 281
2015
Q1 		$4.83M Sell
281,101
-21,022
-7% -$364K 0.06% 247
2014
Q4 		$5.3M Sell
302,123
-126,007
-29% -$2.12M 0.06% 239
2014
Q3 		$6.69M Buy
428,130
+77,503
+22% +$1.29M 0.09% 215
2014
Q2 		$6.08M Buy
350,627
+85,943
+32% +$1.43M 0.1% 190
2014
Q1 		$4.63M Buy
264,684
+81,195
+44% +$1.48M 0.08% 201
2013
Q4 		$3.43M Buy
183,489
+127,880
+230% +$2.23M 0.07% 211
2013
Q3 		$944K Buy
+55,609
New +$959K 0.02% 340

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Golub Capital BDC (GBDC) stake by 1.8% in Q3 2023, buying an estimated $21.6K and bringing the position to 83,775 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #905.

JP Morgan Private Wealth Advisors first reported a position in GBDC in Q3 2013 and has held it in 40 quarters since. The position peaked at $6.69M in Q3 2014. 249 funds tracked by Wall St. Rank hold GBDC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 83,775 shares of Golub Capital BDC worth $1.23M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,520 Golub Capital BDC shares in Q3 2023, an estimated $21.6K.
  • Golub Capital BDC made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #905 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Golub Capital BDC in Q3 2013 and has held it in 40 quarters since.
  • JP Morgan Private Wealth Advisors's Golub Capital BDC position peaked at $6.69M in Q3 2014.
  • 249 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2023.

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