JP Morgan Private Wealth Advisors
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JP Morgan Private Wealth Advisors’s Gates Industrial Corp GTES Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$334K Buy
28,802
+3,333
+13% +$41.5K ﹤0.01% 1421
2023
Q2 		$343K Sell
25,469
-1,265
-5% -$16.4K ﹤0.01% 1184
2023
Q1 		$371K Sell
26,734
-11,905
-31% -$159K ﹤0.01% 1595
2022
Q4 		$441K Sell
38,639
-6,072
-14% -$66.9K ﹤0.01% 1519
2022
Q3 		$436K Buy
44,711
+5,367
+14% +$60.8K ﹤0.01% 1520
2022
Q2 		$425K Buy
39,344
+723
+2% +$9.04K ﹤0.01% 1519
2022
Q1 		$582K Buy
38,621
+26,544
+220% +$415K ﹤0.01% 1473
2021
Q4 		$192K Sell
12,077
-27,759
-70% -$455K ﹤0.01% 1917
2021
Q3 		$648K Buy
39,836
+8,047
+25% +$138K ﹤0.01% 1401
2021
Q2 		$574K Buy
31,789
+17,757
+127% +$310K ﹤0.01% 1428
2021
Q1 		$224K Buy
+14,032
New +$217K ﹤0.01% 1640

Other funds holding GTES

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Gates Industrial Corp (GTES) stake by 13% in Q3 2023, buying an estimated $41.5K and bringing the position to 28,802 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

JP Morgan Private Wealth Advisors first reported a position in GTES in Q1 2021 and has held it in 11 quarters since. The position peaked at $648K in Q3 2021. 238 funds tracked by Wall St. Rank hold GTES as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 28,802 shares of Gates Industrial Corp worth $334K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 3,333 Gates Industrial Corp shares in Q3 2023, an estimated $41.5K.
  • Gates Industrial Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1421 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Gates Industrial Corp in Q1 2021 and has held it in 11 quarters since.
  • JP Morgan Private Wealth Advisors's Gates Industrial Corp position peaked at $648K in Q3 2021.
  • 238 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2023.

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