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JP Morgan Private Wealth Advisors’s Hubbell HUBB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HUBB Stock Details HUBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.76M Sell
5,616
-913
-14% -$291K 0.01% 785
2023
Q2 		$2.16M Sell
6,529
-2,451
-27% -$679K 0.01% 537
2023
Q1 		$2.18M Sell
8,980
-181
-2% -$43.3K ﹤0.01% 849
2022
Q4 		$2.15M Buy
9,161
+343
+4% +$82.3K ﹤0.01% 813
2022
Q3 		$1.97M Buy
8,818
+600
+7% +$126K 0.01% 848
2022
Q2 		$1.47M Buy
8,218
+393
+5% +$74K ﹤0.01% 959
2022
Q1 		$1.44M Buy
7,825
+1,848
+31% +$347K ﹤0.01% 1045
2021
Q4 		$1.25M Buy
5,977
+769
+15% +$154K ﹤0.01% 1129
2021
Q3 		$941K Buy
5,208
+527
+11% +$103K ﹤0.01% 1241
2021
Q2 		$875K Buy
4,681
+2,097
+81% +$396K ﹤0.01% 1256
2021
Q1 		$483K Sell
2,584
-82
-3% -$14.2K ﹤0.01% 1325
2020
Q4 		$418K Sell
2,666
-10
-0.4% -$1.53K ﹤0.01% 1362
2020
Q3 		$366K Buy
2,676
+18
+0.7% +$2.48K ﹤0.01% 1281
2020
Q2 		$333K Buy
2,658
+58
+2% +$7.06K ﹤0.01% 1258
2020
Q1 		$298K Sell
2,600
-841
-24% -$113K ﹤0.01% 1138
2019
Q4 		$509K Buy
3,441
+231
+7% +$32.9K ﹤0.01% 1042
2019
Q3 		$422K Buy
3,210
+1,108
+53% +$143K ﹤0.01% 1053
2019
Q2 		$274K Sell
2,102
-11
-0.5% -$1.36K ﹤0.01% 1182
2019
Q1 		$249K Buy
+2,113
New +$239K ﹤0.01% 1292
2018
Q4 		– Sell
-4,813
Closed -$643K – 1521
2018
Q3 		$643K Sell
4,813
-56
-1% -$6.88K ﹤0.01% 985
2018
Q2 		$515K Sell
4,869
-485
-9% -$53.7K ﹤0.01% 1001
2018
Q1 		$652K Sell
5,354
-145
-3% -$19.1K ﹤0.01% 783
2017
Q4 		$745K Sell
5,499
-3,203
-37% -$399K ﹤0.01% 740
2017
Q3 		$1.01M Sell
8,702
-420
-5% -$48.1K 0.01% 633
2017
Q2 		$1.03M Sell
9,122
-2,057
-18% -$238K 0.01% 611
2017
Q1 		$1.34M Sell
11,179
-313
-3% -$37.6K 0.01% 553
2016
Q4 		$1.34M Sell
11,492
-2,061
-15% -$227K 0.01% 521
2016
Q3 		$1.46M Sell
13,553
-16
-0.1% -$1.7K 0.01% 510
2016
Q2 		$1.43M Sell
13,569
-3,509
-21% -$369K 0.01% 507
2016
Q1 		$1.81M Sell
17,078
-1,163
-6% -$111K 0.02% 421
2015
Q4 		$1.84M Buy
+18,241
New +$1.86M 0.02% 390

Other funds holding HUBB

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Hubbell (HUBB) stake by 14% in Q3 2023, selling an estimated $291K and leaving 5,616 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #785.

JP Morgan Private Wealth Advisors first reported a position in HUBB in Q4 2015 and has held it in 31 quarters since. The position peaked at $2.18M in Q1 2023. 676 funds tracked by Wall St. Rank hold HUBB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,616 shares of Hubbell worth $1.76M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 913 Hubbell shares in Q3 2023, an estimated $291K.
  • Hubbell made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #785 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Hubbell in Q4 2015 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Hubbell position peaked at $2.18M in Q1 2023.
  • 676 funds tracked by Wall St. Rank held Hubbell as of Q3 2023.

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