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JP Morgan Private Wealth Advisors’s Graham Holdings Company GHC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$387K Sell
663
-50
-7% -$29K ﹤0.01% 1354
2023
Q2 		$407K Sell
713
-464
-39% -$269K ﹤0.01% 1115
2023
Q1 		$701K Sell
1,177
-16
-1% -$9.94K ﹤0.01% 1334
2022
Q4 		$721K Sell
1,193
-13
-1% -$7.93K ﹤0.01% 1305
2022
Q3 		$649K Sell
1,206
-210
-15% -$120K ﹤0.01% 1346
2022
Q2 		$803K Buy
1,416
+13
+0.9% +$7.74K ﹤0.01% 1245
2022
Q1 		$858K Buy
1,403
+195
+16% +$117K ﹤0.01% 1286
2021
Q4 		$761K Buy
1,208
+150
+14% +$88.3K ﹤0.01% 1376
2021
Q3 		$623K Buy
1,058
+208
+24% +$130K ﹤0.01% 1414
2021
Q2 		$539K Buy
850
+56
+7% +$36.1K ﹤0.01% 1452
2021
Q1 		$447K Buy
794
+107
+16% +$62K ﹤0.01% 1358
2020
Q4 		$366K Sell
687
-27
-4% -$12K ﹤0.01% 1413
2020
Q3 		$289K Sell
714
-18
-2% -$7.21K ﹤0.01% 1377
2020
Q2 		$251K Hold
732
– – ﹤0.01% 1382
2020
Q1 		$250K Buy
732
+35
+5% +$17.8K ﹤0.01% 1197
2019
Q4 		$445K Buy
697
+303
+77% +$194K ﹤0.01% 1092
2019
Q3 		$261K Sell
394
-11
-3% -$7.8K ﹤0.01% 1245
2019
Q2 		$279K Hold
405
– – ﹤0.01% 1176
2019
Q1 		$277K Buy
405
+51
+14% +$34.2K ﹤0.01% 1245
2018
Q4 		$227K Hold
354
– – ﹤0.01% 1287
2018
Q3 		$205K Buy
354
+4
+1% +$2.27K ﹤0.01% 1471
2018
Q2 		$205K Buy
+350
New +$210K ﹤0.01% 1367
2015
Q4 		– Sell
-450
Closed -$260K – 1180
2015
Q3 		$260K Sell
450
-295
-40% -$195K ﹤0.01% 841
2015
Q2 		$484K Buy
+745
New +$471K 0.01% 689

Other funds holding GHC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Graham Holdings Company (GHC) stake by 7% in Q3 2023, selling an estimated $29K and leaving 663 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

JP Morgan Private Wealth Advisors first reported a position in GHC in Q2 2015 and has held it in 24 quarters since. The position peaked at $858K in Q1 2022. 247 funds tracked by Wall St. Rank hold GHC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 663 shares of Graham Holdings Company worth $387K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 50 Graham Holdings Company shares in Q3 2023, an estimated $29K.
  • Graham Holdings Company made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1354 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Graham Holdings Company in Q2 2015 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Graham Holdings Company position peaked at $858K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Graham Holdings Company as of Q3 2023.

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