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JP Morgan Private Wealth Advisors’s Interparfums IPAR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IPAR Stock Details IPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,329
Closed -$331K – 1687
2023
Q1 		$331K Buy
2,329
+78
+3% +$9.61K ﹤0.01% 1641
2022
Q4 		$217K Buy
+2,251
New +$196K ﹤0.01% 1788
2022
Q1 		– Sell
-2,222
Closed -$238K – 2042
2021
Q4 		$238K Buy
+2,222
New +$199K ﹤0.01% 1845

Other funds holding IPAR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Interparfums (IPAR) in Q2 2023, closing a stake of 2,329 shares — an estimated $331K sold.

JP Morgan Private Wealth Advisors first reported a position in IPAR in Q4 2021 and held it in 3 quarters. The position peaked at $331K in Q1 2023. 263 funds tracked by Wall St. Rank hold IPAR as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Interparfums position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,329 Interparfums shares in Q2 2023, an estimated $331K.
  • JP Morgan Private Wealth Advisors first reported a position in Interparfums in Q4 2021 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Interparfums position peaked at $331K in Q1 2023.
  • 263 funds tracked by Wall St. Rank held Interparfums as of Q2 2023.

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