JMPWA
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JP Morgan Private Wealth Advisors’s Independent Bank INDB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,983
Closed -$721K – 1679
2023
Q1 		$721K Sell
10,983
-628
-5% -$48K ﹤0.01% 1321
2022
Q4 		$980K Buy
11,611
+33
+0.3% +$2.8K ﹤0.01% 1157
2022
Q3 		$863K Sell
11,578
-139
-1% -$11.2K ﹤0.01% 1212
2022
Q2 		$931K Sell
11,717
-483
-4% -$38.4K ﹤0.01% 1173
2022
Q1 		$997K Buy
12,200
+1,927
+19% +$163K ﹤0.01% 1223
2021
Q4 		$838K Buy
10,273
+1,577
+18% +$131K ﹤0.01% 1331
2021
Q3 		$662K Buy
8,696
+1,016
+13% +$74.4K ﹤0.01% 1396
2021
Q2 		$580K Buy
7,680
+1,531
+25% +$123K ﹤0.01% 1423
2021
Q1 		$518K Sell
6,149
-2,643
-30% -$221K ﹤0.01% 1298
2020
Q4 		$642K Buy
8,792
+681
+8% +$44.2K ﹤0.01% 1193
2020
Q3 		$425K Buy
8,111
+2,325
+40% +$145K ﹤0.01% 1219
2020
Q2 		$388K Buy
5,786
+275
+5% +$18.5K ﹤0.01% 1210
2020
Q1 		$355K Sell
5,511
-14
-0.3% -$1K ﹤0.01% 1068
2019
Q4 		$460K Buy
+5,525
New +$452K ﹤0.01% 1081
2017
Q2 		– Sell
-10,457
Closed -$680K – 1286
2017
Q1 		$680K Buy
10,457
+956
+10% +$61.7K 0.01% 754
2016
Q4 		$669K Sell
9,501
-2,059
-18% -$126K 0.01% 709
2016
Q3 		$625K Hold
11,560
– – 0.01% 716
2016
Q2 		$528K Buy
11,560
+844
+8% +$39.4K 0.01% 763
2016
Q1 		$493K Buy
10,716
+206
+2% +$9.19K ﹤0.01% 762
2015
Q4 		$489K Hold
10,510
– – 0.01% 694
2015
Q3 		$485K Sell
10,510
-37
-0.4% -$1.73K 0.01% 625
2015
Q2 		$495K Sell
10,547
-1,160
-10% -$51.7K 0.01% 679
2015
Q1 		$514K Sell
11,707
-590
-5% -$24.3K 0.01% 714
2014
Q4 		$526K Sell
12,297
-190
-2% -$7.52K 0.01% 689
2014
Q3 		$446K Hold
12,487
– – 0.01% 723
2014
Q2 		$479K Buy
12,487
+1,100
+10% +$41.2K 0.01% 581
2014
Q1 		$448K Buy
+11,387
New +$426K 0.01% 604

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Private Wealth Advisors's INDB Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 10,983 shares — an estimated $721K sold.

JP Morgan Private Wealth Advisors first reported a position in INDB in Q1 2014 and held it in 27 quarters. The position peaked at $997K in Q1 2022. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,983 Independent Bank shares in Q2 2023, an estimated $721K.
  • JP Morgan Private Wealth Advisors first reported a position in Independent Bank in Q1 2014 and held it in 27 quarters.
  • JP Morgan Private Wealth Advisors's Independent Bank position peaked at $997K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.