JP Morgan Private Wealth Advisors’s ING ING Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.18M	Buy	+89,222	New	+$1.26M	﹤0.01%	918
2023 Q2	–	Sell	-119,515	Closed	-$1.42M	–	1681
2023 Q1	$1.42M	Sell	119,515 -3,558	-3%	-$47.1K	﹤0.01%	1011
2022 Q4	$1.5M	Sell	123,073 -30,753	-20%	-$334K	﹤0.01%	952
2022 Q3	$1.31M	Buy	153,826 +23,691	+18%	+$220K	﹤0.01%	1013
2022 Q2	$1.29M	Buy	130,135 +17,025	+15%	+$174K	﹤0.01%	1012
2022 Q1	$1.18M	Buy	113,110 +39,885	+54%	+$520K	﹤0.01%	1135
2021 Q4	$1.02M	Buy	73,225 +7,022	+11%	+$102K	﹤0.01%	1233
2021 Q3	$959K	Buy	66,203 +7,382	+13%	+$98.6K	﹤0.01%	1231
2021 Q2	$779K	Buy	58,821 +18,370	+45%	+$241K	﹤0.01%	1305
2021 Q1	$495K	Buy	+40,451	New	+$430K	﹤0.01%	1316
2020 Q2	–	Sell	-10,601	Closed	-$55K	–	1574
2020 Q1	$55K	Buy	+10,601	New	+$102K	﹤0.01%	1387
2018 Q4	–	Sell	-83,610	Closed	-$1.08M	–	1526
2018 Q3	$1.08M	Sell	83,610 -29,795	-26%	-$418K	0.01%	802
2018 Q2	$1.62M	Buy	113,405 +8,533	+8%	+$136K	0.01%	642
2018 Q1	$1.78M	Sell	104,872 -2,033	-2%	-$37.7K	0.01%	509
2017 Q4	$1.97M	Buy	106,905 +12,391	+13%	+$227K	0.01%	479
2017 Q3	$1.74M	Buy	94,514 +1,813	+2%	+$32.8K	0.01%	498
2017 Q2	$1.61M	Buy	92,701 +3,890	+4%	+$64K	0.01%	505
2017 Q1	$1.34M	Buy	88,811 +29,426	+50%	+$431K	0.01%	554
2016 Q4	$837K	Buy	+59,385	New	+$800K	0.01%	649

Other funds holding ING

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

MSE

MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in ING (ING) in Q3 2023: 89,222 shares worth $1.18M. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ING as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in ING in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.97M in Q4 2017. 351 funds tracked by Wall St. Rank hold ING as of Q3 2023.

JP Morgan Private Wealth Advisors held 89,222 shares of ING worth $1.18M as of Q3 2023.
ING was a new JP Morgan Private Wealth Advisors position in Q3 2023.
ING made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #918 holding.
JP Morgan Private Wealth Advisors first reported a position in ING in Q4 2016 and has held it in 19 quarters since.
JP Morgan Private Wealth Advisors's ING position peaked at $1.97M in Q4 2017.
351 funds tracked by Wall St. Rank held ING as of Q3 2023.

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