JMPWA
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JP Morgan Private Wealth Advisors’s HSBC HSBC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-30,251
Closed -$847K – 1572
2020
Q1 		$847K Sell
30,251
-23,248
-43% -$807K ﹤0.01% 761
2019
Q4 		$2.09M Sell
53,499
-85,923
-62% -$3.26M 0.01% 607
2019
Q3 		$5.34M Sell
139,422
-8,737
-6% -$339K 0.03% 389
2019
Q2 		$6.18M Sell
148,159
-16,384
-10% -$686K 0.03% 346
2019
Q1 		$6.6M Buy
164,543
+13,948
+9% +$562K 0.03% 345
2018
Q4 		$5.97M Sell
150,595
-258,225
-63% -$10.3M 0.04% 333
2018
Q3 		$8.7M Buy
408,820
+257,232
+170% +$11.1M 0.04% 325
2018
Q2 		$6.73M Sell
151,588
-5,268
-3% -$242K 0.04% 339
2018
Q1 		$6.97M Buy
156,856
+6,571
+4% +$313K 0.05% 277
2017
Q4 		$7.09M Buy
150,285
+9,924
+7% +$449K 0.05% 280
2017
Q3 		$6.34M Buy
140,361
+11,586
+9% +$512K 0.05% 283
2017
Q2 		$5.46M Buy
128,775
+13,990
+12% +$543K 0.04% 290
2017
Q1 		$4.23M Buy
114,785
+10,832
+10% +$407K 0.03% 329
2016
Q4 		$3.77M Buy
103,953
+29,854
+40% +$1.06M 0.03% 322
2016
Q3 		$2.52M Buy
74,099
+8,086
+12% +$254K 0.02% 390
2016
Q2 		$1.84M Buy
66,013
+372
+0.6% +$10.5K 0.02% 457
2016
Q1 		$1.82M Buy
65,641
+15,408
+31% +$456K 0.02% 419
2015
Q4 		$1.77M Buy
50,233
+7,814
+18% +$276K 0.02% 398
2015
Q3 		$1.43M Sell
42,419
-10,114
-19% -$378K 0.02% 393
2015
Q2 		$2.1M Buy
52,533
+474
+0.9% +$19.7K 0.02% 358
2015
Q1 		$1.96M Sell
52,059
-26,105
-33% -$1.02M 0.02% 384
2014
Q4 		$3.18M Buy
78,164
+8,493
+12% +$362K 0.04% 303
2014
Q3 		$3.05M Buy
69,671
+19,210
+38% +$875K 0.04% 310
2014
Q2 		$2.21M Sell
50,461
-2,571
-5% -$115K 0.04% 280
2014
Q1 		$2.32M Buy
53,032
+9,815
+23% +$445K 0.04% 266
2013
Q4 		$2.05M Buy
43,217
+9,865
+30% +$467K 0.04% 250
2013
Q3 		$1.56M Sell
33,352
-2,537
-7% -$120K 0.04% 267
2013
Q2 		$1.6M Buy
+35,889
New +$1.68M 0.04% 268

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HSBC Position: Q2 2020 in Review

JP Morgan Private Wealth Advisors sold out of HSBC (HSBC) in Q2 2020, closing a stake of 30,251 shares — an estimated $847K sold.

JP Morgan Private Wealth Advisors first reported a position in HSBC in Q2 2013 and held it in 28 quarters. The position peaked at $8.7M in Q3 2018. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • JP Morgan Private Wealth Advisors reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 30,251 HSBC shares in Q2 2020, an estimated $847K.
  • JP Morgan Private Wealth Advisors first reported a position in HSBC in Q2 2013 and held it in 28 quarters.
  • JP Morgan Private Wealth Advisors's HSBC position peaked at $8.7M in Q3 2018.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.