JMPWA
GRFS

JP Morgan Private Wealth Advisors’s Grifois GRFS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-20,409
Closed -$354K – 1953
2021
Q2 		$354K Buy
20,409
+2,207
+12% +$39.5K ﹤0.01% 1622
2021
Q1 		$315K Buy
18,202
+109
+0.6% +$1.88K ﹤0.01% 1511
2020
Q4 		$334K Buy
18,093
+1,050
+6% +$19.5K ﹤0.01% 1461
2020
Q3 		$296K Buy
+17,043
New +$301K ﹤0.01% 1370
2019
Q4 		– Sell
-14,792
Closed -$296K – 1484
2019
Q3 		$296K Buy
14,792
+661
+5% +$14.2K ﹤0.01% 1201
2019
Q2 		$298K Sell
14,131
-39
-0.3% -$744 ﹤0.01% 1154
2019
Q1 		$285K Buy
14,170
+381
+3% +$7.28K ﹤0.01% 1233
2018
Q4 		$253K Buy
13,789
+333
+2% +$6.62K ﹤0.01% 1244
2018
Q3 		$288K Sell
13,456
-108
-0.8% -$2.28K ﹤0.01% 1316
2018
Q2 		$292K Buy
13,564
+672
+5% +$14.7K ﹤0.01% 1217
2018
Q1 		$273K Buy
12,892
+3,340
+35% +$76.1K ﹤0.01% 1078
2017
Q4 		$219K Buy
9,552
+290
+3% +$6.44K ﹤0.01% 1160
2017
Q3 		$203K Buy
+9,262
New +$192K ﹤0.01% 1152
2017
Q2 		– Sell
-22,958
Closed -$433K – 1273
2017
Q1 		$433K Buy
+22,958
New +$398K ﹤0.01% 912
2016
Q4 		– Sell
-10,380
Closed -$166K – 1264
2016
Q3 		$166K Sell
10,380
-668
-6% -$11K ﹤0.01% 1161
2016
Q2 		$184K Sell
11,048
-505
-4% -$7.94K ﹤0.01% 1167
2016
Q1 		$178K Buy
+11,553
New +$175K ﹤0.01% 1098

Other funds holding GRFS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return