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JP Morgan Private Wealth Advisors’s Globus Medical GMED Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$666K Sell
13,419
-2,203
-14% -$123K ﹤0.01% 1124
2023
Q2 		$930K Sell
15,622
-753
-5% -$42.9K ﹤0.01% 785
2023
Q1 		$927K Sell
16,375
-2,867
-15% -$184K ﹤0.01% 1193
2022
Q4 		$1.43M Buy
19,242
+3,352
+21% +$228K ﹤0.01% 974
2022
Q3 		$947K Sell
15,890
-6,487
-29% -$391K ﹤0.01% 1164
2022
Q2 		$1.26M Sell
22,377
-1,150
-5% -$75.6K ﹤0.01% 1021
2022
Q1 		$1.74M Sell
23,527
-95
-0.4% -$6.6K ﹤0.01% 964
2021
Q4 		$1.71M Buy
23,622
+958
+4% +$69.5K ﹤0.01% 976
2021
Q3 		$1.74M Buy
22,664
+7,305
+48% +$587K ﹤0.01% 952
2021
Q2 		$1.19M Buy
15,359
+3,689
+32% +$262K ﹤0.01% 1106
2021
Q1 		$720K Sell
11,670
-3,240
-22% -$205K ﹤0.01% 1179
2020
Q4 		$972K Buy
14,910
+263
+2% +$15.1K ﹤0.01% 1019
2020
Q3 		$725K Buy
14,647
+4,793
+49% +$247K ﹤0.01% 1014
2020
Q2 		$470K Buy
9,854
+318
+3% +$15.3K ﹤0.01% 1133
2020
Q1 		$406K Buy
+9,536
New +$471K ﹤0.01% 1008

Other funds holding GMED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Globus Medical (GMED) stake by 14% in Q3 2023, selling an estimated $123K and leaving 13,419 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

JP Morgan Private Wealth Advisors first reported a position in GMED in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.74M in Q3 2021. 431 funds tracked by Wall St. Rank hold GMED as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,419 shares of Globus Medical worth $666K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,203 Globus Medical shares in Q3 2023, an estimated $123K.
  • Globus Medical made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1124 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Globus Medical in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Globus Medical position peaked at $1.74M in Q3 2021.
  • 431 funds tracked by Wall St. Rank held Globus Medical as of Q3 2023.

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