JP Morgan Private Wealth Advisors’s Garmin GRMN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GRMN Stock Details GRMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,976	Closed	-$310K	–	1738
2023 Q2	$310K	Sell	2,976 -2,291	-43%	-$234K	﹤0.01%	1228
2023 Q1	$532K	Buy	5,267 +1,238	+31%	+$121K	﹤0.01%	1453
2022 Q4	$372K	Sell	4,029 -1,182	-23%	-$104K	﹤0.01%	1575
2022 Q3	$419K	Sell	5,211 -1,418	-21%	-$134K	﹤0.01%	1531
2022 Q2	$651K	Buy	6,629 +1,261	+23%	+$133K	﹤0.01%	1344
2022 Q1	$637K	Sell	5,368 -80,836	-94%	-$9.73M	﹤0.01%	1421
2021 Q4	$11.7M	Buy	86,204 +6,788	+9%	+$980K	0.03%	407
2021 Q3	$12.3M	Buy	79,416 +2,246	+3%	+$365K	0.03%	390
2021 Q2	$11.2M	Buy	77,170 +19,825	+35%	+$2.78M	0.03%	400
2021 Q1	$7.56M	Buy	57,345 +45,617	+389%	+$5.68M	0.02%	419
2020 Q4	$1.4M	Buy	11,728 +9,219	+367%	+$1.02M	﹤0.01%	873
2020 Q3	$238K	Buy	+2,509	New	+$251K	﹤0.01%	1458

Other funds holding GRMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Garmin (GRMN) in Q3 2023, closing a stake of 2,976 shares — an estimated $310K sold.

JP Morgan Private Wealth Advisors first reported a position in GRMN in Q3 2020 and held it in 12 quarters. The position peaked at $12.3M in Q3 2021. 660 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining Garmin position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,976 Garmin shares in Q3 2023, an estimated $310K.
JP Morgan Private Wealth Advisors first reported a position in Garmin in Q3 2020 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's Garmin position peaked at $12.3M in Q3 2021.
660 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

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