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JP Morgan Private Wealth Advisors’s GSK GSK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GSK Stock Details GSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.75M Buy
103,424
+5,062
+5% +$180K 0.01% 570
2023
Q2 		$3.51M Sell
98,362
-37,801
-28% -$1.36M 0.02% 409
2023
Q1 		$4.84M Sell
136,163
-4,159
-3% -$146K 0.01% 593
2022
Q4 		$4.93M Buy
140,322
+41,323
+42% +$1.38M 0.01% 582
2022
Q3 		$2.91M Buy
+98,999
New +$3.75M 0.01% 718
2022
Q2 		– Sell
-105,302
Closed -$5.73M – 1960
2022
Q1 		$5.73M Buy
105,302
+8,769
+9% +$476K 0.01% 577
2021
Q4 		$5.32M Buy
96,533
+2,634
+3% +$137K 0.01% 594
2021
Q3 		$4.49M Buy
93,899
+8,181
+10% +$411K 0.01% 619
2021
Q2 		$4.27M Buy
85,718
+7,316
+9% +$352K 0.01% 634
2021
Q1 		$3.5M Buy
78,402
+4,095
+6% +$186K 0.01% 595
2020
Q4 		$3.42M Sell
74,307
-14,651
-16% -$673K 0.01% 578
2020
Q3 		$4.18M Sell
88,958
-116
-0.1% -$5.81K 0.02% 466
2020
Q2 		$4.54M Sell
89,074
-3,333
-4% -$171K 0.02% 384
2020
Q1 		$4.38M Buy
92,407
+11,361
+14% +$606K 0.02% 376
2019
Q4 		$4.76M Buy
81,046
+624
+0.8% +$34.7K 0.02% 432
2019
Q3 		$4.29M Sell
80,422
-327
-0.4% -$16.8K 0.02% 435
2019
Q2 		$4.04M Sell
80,749
-2,534
-3% -$127K 0.02% 432
2019
Q1 		$4.35M Buy
83,283
+653
+0.8% +$32.6K 0.02% 431
2018
Q4 		$3.95M Sell
82,630
-3,220
-4% -$159K 0.02% 410
2018
Q3 		$4.31M Sell
85,850
-6,428
-7% -$327K 0.02% 460
2018
Q2 		$4.65M Buy
92,278
+6,299
+7% +$317K 0.03% 410
2018
Q1 		$4.2M Buy
85,979
+25,817
+43% +$1.2M 0.03% 352
2017
Q4 		$2.67M Sell
60,162
-28,801
-32% -$1.33M 0.02% 441
2017
Q3 		$4.51M Buy
88,963
+6,673
+8% +$339K 0.03% 333
2017
Q2 		$4.44M Sell
82,290
-1,865
-2% -$99.4K 0.03% 320
2017
Q1 		$4.44M Buy
84,155
+29,697
+55% +$1.51M 0.03% 323
2016
Q4 		$2.62M Sell
54,458
-7,192
-12% -$355K 0.02% 389
2016
Q3 		$3.32M Buy
61,650
+6,997
+13% +$384K 0.03% 339
2016
Q2 		$2.96M Buy
54,653
+23,292
+74% +$1.23M 0.03% 357
2016
Q1 		$1.59M Buy
31,361
+7,367
+31% +$367K 0.02% 451
2015
Q4 		$1.21M Buy
23,994
+575
+2% +$29.3K 0.01% 476
2015
Q3 		$1.13M Sell
23,419
-5,655
-19% -$294K 0.01% 444
2015
Q2 		$1.51M Buy
29,074
+3,659
+14% +$206K 0.02% 416
2015
Q1 		$1.47M Buy
25,415
+1,783
+8% +$102K 0.02% 443
2014
Q4 		$1.26M Buy
23,632
+639
+3% +$35.8K 0.02% 478
2014
Q3 		$1.32M Buy
22,993
+6,260
+37% +$384K 0.02% 441
2014
Q2 		$1.12M Buy
16,733
+229
+1% +$15.5K 0.02% 389
2014
Q1 		$1.1M Buy
16,504
+3,498
+27% +$236K 0.02% 383
2013
Q4 		$868K Buy
13,006
+3,996
+44% +$259K 0.02% 371
2013
Q3 		$565K Sell
9,010
-2,236
-20% -$144K 0.01% 413
2013
Q2 		$703K Buy
+11,246
New +$714K 0.02% 366

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its GSK (GSK) stake by 5.1% in Q3 2023, buying an estimated $180K and bringing the position to 103,424 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #570.

JP Morgan Private Wealth Advisors first reported a position in GSK in Q2 2013 and has held it in 41 quarters since. The position peaked at $5.73M in Q1 2022. 847 funds tracked by Wall St. Rank hold GSK as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 103,424 shares of GSK worth $3.75M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 5,062 GSK shares in Q3 2023, an estimated $180K.
  • GSK made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #570 holding.
  • JP Morgan Private Wealth Advisors first reported a position in GSK in Q2 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's GSK position peaked at $5.73M in Q1 2022.
  • 847 funds tracked by Wall St. Rank held GSK as of Q3 2023.

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