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JP Morgan Private Wealth Advisors’s Graco GGG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.37M Sell
18,790
-2,149
-10% -$170K ﹤0.01% 873
2023
Q2 		$1.81M Sell
20,939
-5,580
-21% -$434K 0.01% 595
2023
Q1 		$1.94M Sell
26,519
-2,581
-9% -$179K ﹤0.01% 888
2022
Q4 		$1.96M Sell
29,100
-31,808
-52% -$2.12M ﹤0.01% 860
2022
Q3 		$3.65M Buy
60,908
+2,421
+4% +$155K 0.01% 643
2022
Q2 		$3.48M Sell
58,487
-2,413
-4% -$152K 0.01% 675
2022
Q1 		$4.25M Buy
60,900
+591
+1% +$42.6K 0.01% 668
2021
Q4 		$4.86M Buy
60,309
+4,414
+8% +$335K 0.01% 616
2021
Q3 		$3.91M Buy
55,895
+2,706
+5% +$208K 0.01% 657
2021
Q2 		$4.03M Buy
53,189
+17,731
+50% +$1.33M 0.01% 647
2021
Q1 		$2.54M Sell
35,458
-7,360
-17% -$522K 0.01% 687
2020
Q4 		$3.1M Buy
42,818
+6,747
+19% +$451K 0.01% 607
2020
Q3 		$2.21M Buy
36,071
+11,211
+45% +$626K 0.01% 622
2020
Q2 		$1.19M Buy
24,860
+2,392
+11% +$113K 0.01% 748
2020
Q1 		$1.09M Buy
22,468
+2,127
+10% +$109K 0.01% 683
2019
Q4 		$1.06M Buy
20,341
+434
+2% +$20.7K ﹤0.01% 777
2019
Q3 		$917K Buy
19,907
+2,680
+16% +$127K ﹤0.01% 786
2019
Q2 		$864K Sell
17,227
-241
-1% -$12.1K ﹤0.01% 794
2019
Q1 		$865K Buy
17,468
+2,807
+19% +$127K ﹤0.01% 839
2018
Q4 		$614K Sell
14,661
-2,466
-14% -$103K ﹤0.01% 892
2018
Q3 		$794K Sell
17,127
-1,147
-6% -$53.5K ﹤0.01% 905
2018
Q2 		$826K Buy
18,274
+959
+6% +$44K ﹤0.01% 833
2018
Q1 		$792K Buy
17,315
+1,864
+12% +$85.1K 0.01% 710
2017
Q4 		$699K Sell
15,451
-599
-4% -$25.9K ﹤0.01% 763
2017
Q3 		$662K Sell
16,050
-5,916
-27% -$225K ﹤0.01% 750
2017
Q2 		$800K Sell
21,966
-864
-4% -$30.6K 0.01% 674
2017
Q1 		$716K Buy
22,830
+4,218
+23% +$127K 0.01% 735
2016
Q4 		$516K Buy
18,612
+6,402
+52% +$168K ﹤0.01% 794
2016
Q3 		$301K Buy
12,210
+1,221
+11% +$30.5K ﹤0.01% 986
2016
Q2 		$290K Buy
10,989
+2,226
+25% +$59.8K ﹤0.01% 996
2016
Q1 		$245K Buy
+8,763
New +$219K ﹤0.01% 1017

Other funds holding GGG

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Graco (GGG) stake by 10% in Q3 2023, selling an estimated $170K and leaving 18,790 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #873.

JP Morgan Private Wealth Advisors first reported a position in GGG in Q1 2016 and has held it in 31 quarters since. The position peaked at $4.86M in Q4 2021. 600 funds tracked by Wall St. Rank hold GGG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 18,790 shares of Graco worth $1.37M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,149 Graco shares in Q3 2023, an estimated $170K.
  • Graco made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #873 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Graco in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Graco position peaked at $4.86M in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Graco as of Q3 2023.

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