JMPWA
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JP Morgan Private Wealth Advisors’s Honda HMC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$407K Sell
12,108
-432
-3% -$13.9K ﹤0.01% 1337
2023
Q2 		$380K Sell
12,540
-20,303
-62% -$573K ﹤0.01% 1140
2023
Q1 		$870K Buy
32,843
+4,234
+15% +$106K ﹤0.01% 1231
2022
Q4 		$654K Sell
28,609
-5,644
-16% -$131K ﹤0.01% 1343
2022
Q3 		$740K Buy
34,253
+7,791
+29% +$197K ﹤0.01% 1286
2022
Q2 		$639K Sell
26,462
-198
-0.7% -$5.06K ﹤0.01% 1355
2022
Q1 		$753K Buy
26,660
+4,702
+21% +$138K ﹤0.01% 1341
2021
Q4 		$625K Sell
21,958
-6,182
-22% -$180K ﹤0.01% 1461
2021
Q3 		$863K Buy
28,140
+741
+3% +$23.3K ﹤0.01% 1285
2021
Q2 		$882K Buy
27,399
+2,275
+9% +$70.7K ﹤0.01% 1253
2021
Q1 		$759K Buy
25,124
+6,786
+37% +$195K ﹤0.01% 1159
2020
Q4 		$518K Sell
18,338
-2,986
-14% -$80.6K ﹤0.01% 1280
2020
Q3 		$505K Sell
21,324
-507
-2% -$12.8K ﹤0.01% 1145
2020
Q2 		$558K Buy
21,831
+952
+5% +$23.1K ﹤0.01% 1041
2020
Q1 		$469K Sell
20,879
-19,266
-48% -$493K ﹤0.01% 957
2019
Q4 		$1.14M Sell
40,145
-33,220
-45% -$925K 0.01% 760
2019
Q3 		$1.91M Sell
73,365
-4,524
-6% -$114K 0.01% 598
2019
Q2 		$2.01M Sell
77,889
-2,487
-3% -$66.2K 0.01% 589
2019
Q1 		$2.18M Buy
80,376
+26,617
+50% +$747K 0.01% 593
2018
Q4 		$1.42M Sell
53,759
-19,133
-26% -$529K 0.01% 647
2018
Q3 		$2.19M Sell
72,892
-1,104
-1% -$32.8K 0.01% 607
2018
Q2 		$2.17M Buy
73,996
+1,766
+2% +$58.1K 0.01% 588
2018
Q1 		$2.51M Sell
72,230
-3,893
-5% -$137K 0.02% 443
2017
Q4 		$2.59M Sell
76,123
-5,188
-6% -$168K 0.02% 445
2017
Q3 		$2.4M Buy
81,311
+1,347
+2% +$38K 0.02% 433
2017
Q2 		$2.19M Buy
79,964
+9,791
+14% +$277K 0.02% 442
2017
Q1 		$2.12M Buy
70,173
+16,286
+30% +$502K 0.02% 456
2016
Q4 		$1.57M Buy
53,887
+8,811
+20% +$259K 0.01% 483
2016
Q3 		$1.3M Sell
45,076
-47
-0.1% -$1.34K 0.01% 527
2016
Q2 		$1.14M Buy
45,123
+22,266
+97% +$599K 0.01% 566
2016
Q1 		$625K Buy
22,857
+8,358
+58% +$229K 0.01% 679
2015
Q4 		$463K Buy
14,499
+3,703
+34% +$120K ﹤0.01% 720
2015
Q3 		$323K Sell
10,796
-5,514
-34% -$176K ﹤0.01% 769
2015
Q2 		$528K Buy
16,310
+772
+5% +$26.3K 0.01% 656
2015
Q1 		$509K Buy
15,538
+1,071
+7% +$34.5K 0.01% 719
2014
Q4 		$427K Buy
+14,467
New +$450K 0.01% 770
2014
Q2 		– Sell
-7,254
Closed -$256K – 901
2014
Q1 		$256K Buy
+7,254
New +$270K ﹤0.01% 756

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Honda (HMC) stake by 3.4% in Q3 2023, selling an estimated $13.9K and leaving 12,108 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

JP Morgan Private Wealth Advisors first reported a position in HMC in Q1 2014 and has held it in 37 quarters since. The position peaked at $2.59M in Q4 2017. 327 funds tracked by Wall St. Rank hold HMC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,108 shares of Honda worth $407K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 432 Honda shares in Q3 2023, an estimated $13.9K.
  • Honda made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1337 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Honda in Q1 2014 and has held it in 37 quarters since.
  • JP Morgan Private Wealth Advisors's Honda position peaked at $2.59M in Q4 2017.
  • 327 funds tracked by Wall St. Rank held Honda as of Q3 2023.

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