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JP Morgan Private Wealth Advisors’s Hewlett Packard HPE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.88M Buy
+223,345
New +$3.84M 0.01% 560
2023
Q2 		– Sell
-255,646
Closed -$4.07M – 1659
2023
Q1 		$4.07M Sell
255,646
-7,976
-3% -$125K 0.01% 640
2022
Q4 		$4.21M Buy
263,622
+104,582
+66% +$1.54M 0.01% 619
2022
Q3 		$1.91M Sell
159,040
-53,393
-25% -$726K 0.01% 861
2022
Q2 		$2.82M Buy
212,433
+27,107
+15% +$411K 0.01% 735
2022
Q1 		$3.1M Buy
185,326
+16,202
+10% +$272K 0.01% 760
2021
Q4 		$2.67M Buy
169,124
+34,075
+25% +$514K 0.01% 803
2021
Q3 		$1.92M Buy
135,049
+41,405
+44% +$598K ﹤0.01% 921
2021
Q2 		$1.36M Buy
93,644
+15,084
+19% +$238K ﹤0.01% 1043
2021
Q1 		$1.24M Buy
78,560
+4,146
+6% +$57.4K ﹤0.01% 949
2020
Q4 		$882K Buy
74,414
+17,802
+31% +$187K ﹤0.01% 1049
2020
Q3 		$530K Sell
56,612
-13,231
-19% -$126K ﹤0.01% 1124
2020
Q2 		$680K Buy
69,843
+5,317
+8% +$52.2K ﹤0.01% 954
2020
Q1 		$627K Sell
64,526
-2,009
-3% -$26.3K ﹤0.01% 849
2019
Q4 		$1.05M Buy
66,535
+15,050
+29% +$240K ﹤0.01% 779
2019
Q3 		$781K Buy
51,485
+2,755
+6% +$39.2K ﹤0.01% 845
2019
Q2 		$729K Sell
48,730
-7,459
-13% -$113K ﹤0.01% 857
2019
Q1 		$867K Sell
56,189
-3,819
-6% -$58.8K ﹤0.01% 838
2018
Q4 		$793K Buy
60,008
+28
+0% +$419 ﹤0.01% 827
2018
Q3 		$978K Sell
59,980
-1,448
-2% -$23.2K ﹤0.01% 834
2018
Q2 		$898K Buy
61,428
+1,895
+3% +$31.4K 0.01% 812
2018
Q1 		$1.04M Buy
59,533
+427
+0.7% +$7.25K 0.01% 641
2017
Q4 		$849K Sell
59,106
-3,334
-5% -$47.4K 0.01% 712
2017
Q3 		$919K Sell
62,440
-17,492
-22% -$239K 0.01% 653
2017
Q2 		$1.03M Sell
79,932
-34,415
-30% -$479K 0.01% 614
2017
Q1 		$1.57M Buy
114,347
+1,236
+1% +$16.6K 0.01% 524
2016
Q4 		$1.52M Buy
113,111
+1,087
+1% +$14.5K 0.01% 493
2016
Q3 		$1.48M Sell
112,024
-21,302
-16% -$263K 0.01% 506
2016
Q2 		$1.42M Sell
133,326
-20,946
-14% -$213K 0.01% 509
2016
Q1 		$1.59M Buy
154,272
+14,977
+11% +$125K 0.02% 452
2015
Q4 		$1.23M Buy
+139,295
New +$1.17M 0.01% 472

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Hewlett Packard (HPE) in Q3 2023: 223,345 shares worth $3.88M. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in HPE as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in HPE in Q4 2015 and has held it in 31 quarters since. The position peaked at $4.21M in Q4 2022. 858 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 223,345 shares of Hewlett Packard worth $3.88M as of Q3 2023.
  • Hewlett Packard was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Hewlett Packard made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #560 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Hewlett Packard position peaked at $4.21M in Q4 2022.
  • 858 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

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