JP Morgan Private Wealth Advisors’s Infosys INFY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio INFY Stock Details INFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$302K	Buy	+17,676	New	+$302K	﹤0.01%	1472
2023 Q2	–	Sell	-19,476	Closed	-$340K	–	1680
2023 Q1	$340K	Sell	19,476 -2,298	-11%	-$41.8K	﹤0.01%	1626
2022 Q4	$392K	Buy	21,774 +2,887	+15%	+$53.7K	﹤0.01%	1558
2022 Q3	$321K	Sell	18,887 -304	-2%	-$5.68K	﹤0.01%	1629
2022 Q2	$355K	Buy	19,191 +282	+1%	+$5.61K	﹤0.01%	1576
2022 Q1	$471K	Sell	18,909 -358	-2%	-$8.49K	﹤0.01%	1568
2021 Q4	$488K	Buy	19,267 +6,899	+56%	+$160K	﹤0.01%	1566
2021 Q3	$275K	Sell	12,368 -115	-0.9%	-$2.6K	﹤0.01%	1729
2021 Q2	$265K	Buy	+12,483	New	+$239K	﹤0.01%	1714
2019 Q1	–	Sell	-19,116	Closed	-$182K	–	1486
2018 Q4	$182K	Buy	+19,116	New	+$183K	﹤0.01%	1353

Other funds holding INFY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Infosys (INFY) in Q3 2023: 17,676 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in INFY as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in INFY in Q4 2018 and has held it in 10 quarters since. The position peaked at $488K in Q4 2021. 428 funds tracked by Wall St. Rank hold INFY as of Q3 2023.

JP Morgan Private Wealth Advisors held 17,676 shares of Infosys worth $302K as of Q3 2023.
Infosys was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Infosys made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1472 holding.
JP Morgan Private Wealth Advisors first reported a position in Infosys in Q4 2018 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Infosys position peaked at $488K in Q4 2021.
428 funds tracked by Wall St. Rank held Infosys as of Q3 2023.

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