JMPWA
INFO

JP Morgan Private Wealth Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-55,928
Closed -$7.43M – 2107
2021
Q4 		$7.43M Buy
55,928
+37,652
+206% +$4.79M 0.02% 509
2021
Q3 		$2.13M Sell
18,276
-58
-0.3% -$6.85K 0.01% 873
2021
Q2 		$2.07M Sell
18,334
-1,574
-8% -$167K 0.01% 866
2021
Q1 		$1.93M Sell
19,908
-2,052
-9% -$188K 0.01% 783
2020
Q4 		$1.97M Buy
21,960
+374
+2% +$32.4K 0.01% 731
2020
Q3 		$1.7M Buy
21,586
+587
+3% +$46.7K 0.01% 702
2020
Q2 		$1.58M Sell
20,999
-2,005
-9% -$136K 0.01% 650
2020
Q1 		$1.38M Sell
23,004
-2,503
-10% -$180K 0.01% 623
2019
Q4 		$1.92M Buy
25,507
+9,430
+59% +$671K 0.01% 623
2019
Q3 		$1.07M Buy
16,077
+6,417
+66% +$419K 0.01% 727
2019
Q2 		$616K Sell
9,660
-206
-2% -$11.8K ﹤0.01% 909
2019
Q1 		$537K Buy
9,866
+3,415
+53% +$179K ﹤0.01% 1007
2018
Q4 		$309K Sell
6,451
-3,392
-34% -$174K ﹤0.01% 1158
2018
Q3 		$531K Sell
9,843
-794
-7% -$42.7K ﹤0.01% 1052
2018
Q2 		$548K Buy
10,637
+3,917
+58% +$196K ﹤0.01% 978
2018
Q1 		$325K Buy
+6,720
New +$318K ﹤0.01% 1017
2017
Q2 		– Sell
-8,802
Closed -$369K – 1380
2017
Q1 		$369K Buy
8,802
+2,675
+44% +$106K ﹤0.01% 985
2016
Q4 		$217K Sell
6,127
-85,257
-93% -$3.06M ﹤0.01% 1133
2016
Q3 		$3.43M Buy
91,384
+79,491
+668% +$2.84M 0.03% 337
2016
Q2 		$388K Buy
11,893
+780
+7% +$26.5K ﹤0.01% 876
2016
Q1 		$393K Sell
11,113
-1,429
-11% -$41.5K ﹤0.01% 836
2015
Q4 		$378K Buy
12,542
+2,912
+30% +$86.5K ﹤0.01% 784
2015
Q3 		$279K Buy
9,630
+331
+4% +$9.2K ﹤0.01% 817
2015
Q2 		$238K Buy
+9,299
New +$245K ﹤0.01% 924

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

JP Morgan Private Wealth Advisors's INFO Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 55,928 shares — an estimated $7.43M sold.

JP Morgan Private Wealth Advisors first reported a position in INFO in Q2 2015 and held it in 24 quarters. The position peaked at $7.43M in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 55,928 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $7.43M.
  • JP Morgan Private Wealth Advisors first reported a position in IHS Markit Ltd. Common Shares in Q2 2015 and held it in 24 quarters.
  • JP Morgan Private Wealth Advisors's IHS Markit Ltd. Common Shares position peaked at $7.43M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.