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JP Morgan Private Wealth Advisors’s HDFC Bank HDB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HDB Stock Details HDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.33M Buy
112,738
+22,216
+25% +$724K 0.01% 601
2023
Q2 		$3.15M Sell
90,522
-66,412
-42% -$2.24M 0.02% 437
2023
Q1 		$5.23M Buy
156,934
+5,368
+4% +$179K 0.01% 573
2022
Q4 		$5.18M Buy
151,566
+35,586
+31% +$1.16M 0.01% 570
2022
Q3 		$3.39M Buy
115,980
+5,644
+5% +$173K 0.01% 671
2022
Q2 		$3.03M Sell
110,336
-732
-0.7% -$20.6K 0.01% 710
2022
Q1 		$3.41M Buy
111,068
+5,764
+5% +$187K 0.01% 722
2021
Q4 		$3.43M Sell
105,304
-256,130
-71% -$8.97M 0.01% 723
2021
Q3 		$13.2M Buy
361,434
+27,132
+8% +$1.01M 0.03% 379
2021
Q2 		$12.2M Sell
334,302
-8,068
-2% -$296K 0.03% 391
2021
Q1 		$13.3M Sell
342,370
-8,102
-2% -$318K 0.04% 336
2020
Q4 		$12.7M Buy
350,472
+79,706
+29% +$2.54M 0.04% 331
2020
Q3 		$6.76M Buy
270,766
+62,654
+30% +$1.52M 0.03% 386
2020
Q2 		$4.73M Sell
208,112
-5,384
-3% -$111K 0.02% 377
2020
Q1 		$4.11M Buy
213,496
+30,336
+17% +$816K 0.02% 389
2019
Q4 		$5.8M Buy
183,160
+578
+0.3% +$17.6K 0.03% 395
2019
Q3 		$5.21M Buy
182,582
+50,098
+38% +$1.43M 0.03% 396
2019
Q2 		$4.31M Buy
132,484
+1,640
+1% +$49.4K 0.02% 415
2019
Q1 		$3.79M Buy
130,844
+19,072
+17% +$495K 0.02% 468
2018
Q4 		$2.9M Buy
111,772
+8,056
+8% +$190K 0.02% 487
2018
Q3 		$2.44M Buy
103,716
+15,604
+18% +$398K 0.01% 582
2018
Q2 		$2.31M Buy
88,112
+10,148
+13% +$253K 0.01% 573
2018
Q1 		$1.93M Buy
77,964
+15,084
+24% +$380K 0.01% 493
2017
Q4 		$1.6M Sell
62,880
-6,812
-10% -$163K 0.01% 533
2017
Q3 		$1.68M Buy
69,692
+9,116
+15% +$217K 0.01% 504
2017
Q2 		$1.32M Buy
60,576
+14,616
+32% +$305K 0.01% 548
2017
Q1 		$864K Sell
45,960
-1,168
-2% -$20.3K 0.01% 683
2016
Q4 		$715K Sell
47,128
-2,512
-5% -$42K 0.01% 696
2016
Q3 		$892K Buy
49,640
+2,416
+5% +$42.5K 0.01% 617
2016
Q2 		$783K Buy
47,224
+1,284
+3% +$20.5K 0.01% 656
2016
Q1 		$708K Sell
45,940
-9,920
-18% -$142K 0.01% 643
2015
Q4 		$860K Sell
55,860
-21,116
-27% -$319K 0.01% 555
2015
Q3 		$1.18M Sell
76,976
-8,400
-10% -$127K 0.01% 431
2015
Q2 		$1.29M Buy
85,376
+100
+0.1% +$1.45K 0.01% 450
2015
Q1 		$1.25M Buy
85,276
+13,068
+18% +$191K 0.01% 472
2014
Q4 		$916K Buy
72,208
+160
+0.2% +$2.02K 0.01% 549
2014
Q3 		$839K Buy
72,048
+3,760
+6% +$45.6K 0.01% 552
2014
Q2 		$799K Sell
68,288
-6,688
-9% -$73.4K 0.01% 455
2014
Q1 		$769K Buy
74,976
+47,116
+169% +$410K 0.01% 456
2013
Q4 		$240K Buy
+27,860
New +$237K ﹤0.01% 572

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its HDFC Bank (HDB) stake by 25% in Q3 2023, buying an estimated $724K and bringing the position to 112,738 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #601.

JP Morgan Private Wealth Advisors first reported a position in HDB in Q4 2013 and has held it in 40 quarters since. The position peaked at $13.3M in Q1 2021. 529 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 112,738 shares of HDFC Bank worth $3.33M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 22,216 HDFC Bank shares in Q3 2023, an estimated $724K.
  • HDFC Bank made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #601 holding.
  • JP Morgan Private Wealth Advisors first reported a position in HDFC Bank in Q4 2013 and has held it in 40 quarters since.
  • JP Morgan Private Wealth Advisors's HDFC Bank position peaked at $13.3M in Q1 2021.
  • 529 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

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