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JP Morgan Private Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$376K Buy
25,840
+1,682
+7% +$24.2K ﹤0.01% 1363
2023
Q2 		$335K Sell
24,158
-1,388
-5% -$18.8K ﹤0.01% 1198
2023
Q1 		$349K Sell
25,546
-607
-2% -$9.06K ﹤0.01% 1615
2022
Q4 		$359K Buy
26,153
+2,083
+9% +$31.3K ﹤0.01% 1595
2022
Q3 		$348K Hold
24,070
– – ﹤0.01% 1596
2022
Q2 		$404K Hold
24,070
– – ﹤0.01% 1532
2022
Q1 		$472K Hold
24,070
– – ﹤0.01% 1566
2021
Q4 		$461K Hold
24,070
– – ﹤0.01% 1585
2021
Q3 		$442K Hold
24,070
– – ﹤0.01% 1544
2021
Q2 		$472K Buy
24,070
+1,112
+5% +$22K ﹤0.01% 1498
2021
Q1 		$444K Buy
22,958
+1,112
+5% +$20.8K ﹤0.01% 1363
2020
Q4 		$418K Sell
21,846
-290
-1% -$4.98K ﹤0.01% 1361
2020
Q3 		$333K Hold
22,136
– – ﹤0.01% 1316
2020
Q2 		$359K Sell
22,136
-2,055
-8% -$31.7K ﹤0.01% 1237
2020
Q1 		$298K Hold
24,191
– – ﹤0.01% 1137
2019
Q4 		$515K Sell
24,191
-200
-0.8% -$4.13K ﹤0.01% 1038
2019
Q3 		$490K Hold
24,391
– – ﹤0.01% 1012
2019
Q2 		$480K Sell
24,391
-391
-2% -$7.89K ﹤0.01% 1004
2019
Q1 		$509K Buy
24,782
+2,246
+10% +$45.9K ﹤0.01% 1032
2018
Q4 		$414K Buy
22,536
+290
+1% +$5.97K ﹤0.01% 1039
2018
Q3 		$493K Hold
22,246
– – ﹤0.01% 1076
2018
Q2 		$456K Buy
+22,246
New +$447K ﹤0.01% 1039

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Goldman Sachs BDC (GSBD) stake by 7% in Q3 2023, buying an estimated $24.2K and bringing the position to 25,840 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

JP Morgan Private Wealth Advisors first reported a position in GSBD in Q2 2018 and has held it in 22 quarters since. The position peaked at $515K in Q4 2019. 211 funds tracked by Wall St. Rank hold GSBD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 25,840 shares of Goldman Sachs BDC worth $376K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,682 Goldman Sachs BDC shares in Q3 2023, an estimated $24.2K.
  • Goldman Sachs BDC made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1363 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Goldman Sachs BDC in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Goldman Sachs BDC position peaked at $515K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2023.

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