Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$54.3M Buy
+2,112,930
New +$64.8M 0.16% 149
2023
Q2
Sell
-2,184,325
Closed -$64.1M 1660
2023
Q1
$64.1M Buy
2,184,325
+901,862
+70% +$25.9M 0.14% 161
2022
Q4
$34.5M Sell
1,282,463
-99,029
-7% -$2.74M 0.08% 230
2022
Q3
$34.4M Buy
1,381,492
+1,145,593
+486% +$35.2M 0.09% 205
2022
Q2
$7.73M Buy
235,899
+87,221
+59% +$3.2M 0.02% 470
2022
Q1
$5.4M Buy
148,678
+3,646
+3% +$135K 0.01% 593
2021
Q4
$5.46M Buy
145,032
+25,594
+21% +$837K 0.01% 584
2021
Q3
$3.27M Sell
119,438
-220
-0.2% -$6.32K 0.01% 712
2021
Q2
$3.61M Buy
119,658
+40,447
+51% +$1.29M 0.01% 676
2021
Q1
$2.52M Buy
79,211
+8,969
+13% +$248K 0.01% 692
2020
Q4
$1.73M Sell
70,242
-35,220
-33% -$739K 0.01% 793
2020
Q3
$2M Buy
105,462
+36,410
+53% +$664K 0.01% 649
2020
Q2
$1.2M Sell
69,052
-15,211
-18% -$242K 0.01% 743
2020
Q1
$1.46M Sell
84,263
-4,892
-5% -$99K 0.01% 604
2019
Q4
$1.83M Buy
89,155
+18,318
+26% +$347K 0.01% 631
2019
Q3
$1.34M Buy
70,837
+13,439
+23% +$264K 0.01% 675
2019
Q2
$1.19M Sell
57,398
-10,358
-15% -$205K 0.01% 703
2019
Q1
$1.32M Sell
67,756
-4,768
-7% -$101K 0.01% 709
2018
Q4
$1.48M Sell
72,524
-1,889
-3% -$44.1K 0.01% 632
2018
Q3
$1.92M Sell
74,413
-1,507
-2% -$36.4K 0.01% 638
2018
Q2
$1.72M Buy
75,920
+7,400
+11% +$165K 0.01% 634
2018
Q1
$1.5M Buy
68,520
+2,828
+4% +$63.9K 0.01% 545
2017
Q4
$1.38M Sell
65,692
-351
-0.5% -$7.46K 0.01% 579
2017
Q3
$1.32M Sell
66,043
-3,500
-5% -$66.6K 0.01% 563
2017
Q2
$1.22M Sell
69,543
-1,484
-2% -$27.2K 0.01% 568
2017
Q1
$1.27M Sell
71,027
-359
-0.5% -$5.81K 0.01% 566
2016
Q4
$1.06M Sell
71,386
-50,488
-41% -$764K 0.01% 588
2016
Q3
$1.89M Buy
121,874
+43,979
+56% +$627K 0.02% 447
2016
Q2
$977K Sell
77,895
-11,280
-13% -$140K 0.01% 603
2016
Q1
$1.1M Sell
89,175
-2,705
-3% -$28.9K 0.01% 536
2015
Q4
$1.09M Sell
91,880
-92,132
-50% -$1.18M 0.01% 500
2015
Q3
$2.14M Sell
184,012
-36,093
-16% -$469K 0.03% 323
2015
Q2
$3M Sell
220,105
-5,298
-2% -$78.7K 0.03% 305
2015
Q1
$3.19M Sell
225,403
-2,196
-1% -$36.2K 0.04% 301
2014
Q4
$4.15M Buy
227,599
+18,623
+9% +$312K 0.05% 267
2014
Q3
$3.37M Buy
208,976
+34,509
+20% +$560K 0.04% 292
2014
Q2
$2.67M Buy
174,467
+31,150
+22% +$468K 0.05% 258
2014
Q1
$2.11M Buy
143,317
+21,538
+18% +$290K 0.04% 276
2013
Q4
$1.55M Sell
121,779
-6,996
-5% -$80.4K 0.03% 287
2013
Q3
$1.23M Buy
128,775
+1,530
+1% +$16.9K 0.03% 305
2013
Q2
$1.43M Buy
+127,245
New +$1.3M 0.04% 278

Other funds holding HPQ

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

JP Morgan Private Wealth Advisors opened a new position in HP (HPQ) in Q3 2023: 2,112,930 shares worth $54.3M. The stake represents 0.16% of the portfolio and ranks #149 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in HPQ as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in HPQ in Q2 2013 and has held it in 41 quarters since. The position peaked at $64.1M in Q1 2023. 1,007 funds tracked by Wall St. Rank hold HPQ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,112,930 shares of HP worth $54.3M as of Q3 2023.
  • HP was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • HP made up 0.16% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #149 holding.
  • JP Morgan Private Wealth Advisors first reported a position in HP in Q2 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's HP position peaked at $64.1M in Q1 2023.
  • 1,007 funds tracked by Wall St. Rank held HP as of Q3 2023.

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