JMPWA
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JP Morgan Private Wealth Advisors’s Hyatt Hotels H Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$12M Sell
112,733
-87
-0.1% -$9.9K 0.03% 344
2023
Q2 		$12.9M Sell
112,820
-4,312
-4% -$488K 0.07% 201
2023
Q1 		$13.1M Buy
117,132
+554
+0.5% +$60.7K 0.03% 386
2022
Q4 		$10.5M Buy
116,578
+148
+0.1% +$13.6K 0.02% 410
2022
Q3 		$9.43M Buy
116,430
+247
+0.2% +$21K 0.02% 414
2022
Q2 		$8.59M Buy
116,183
+368
+0.3% +$31.9K 0.02% 437
2022
Q1 		$11.1M Sell
115,815
-2,955
-2% -$277K 0.02% 415
2021
Q4 		$11.4M Buy
118,770
+163
+0.1% +$13.9K 0.02% 410
2021
Q3 		$9.14M Buy
118,607
+33
+0% +$2.49K 0.02% 444
2021
Q2 		$9.21M Buy
118,574
+8,563
+8% +$692K 0.02% 436
2021
Q1 		$9.1M Sell
110,011
-5,604
-5% -$441K 0.03% 386
2020
Q4 		$8.58M Sell
115,615
-5,716
-5% -$373K 0.03% 384
2020
Q3 		$6.47M Buy
121,331
+96,287
+384% +$5.17M 0.03% 387
2020
Q2 		$1.26M Buy
+25,044
New +$1.33M 0.01% 729

Other funds holding H

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Hyatt Hotels (H) stake by 0.08% in Q3 2023, selling an estimated $9.9K and leaving 112,733 shares worth $12M. The position accounts for 0.03% of the portfolio, ranked #344.

JP Morgan Private Wealth Advisors first reported a position in H in Q2 2020 and has held it in 14 quarters since. The position peaked at $13.1M in Q1 2023. 342 funds tracked by Wall St. Rank hold H as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 112,733 shares of Hyatt Hotels worth $12M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 87 Hyatt Hotels shares in Q3 2023, an estimated $9.9K.
  • Hyatt Hotels made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #344 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Hyatt Hotels in Q2 2020 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's Hyatt Hotels position peaked at $13.1M in Q1 2023.
  • 342 funds tracked by Wall St. Rank held Hyatt Hotels as of Q3 2023.

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