JMPWA
IPG

JP Morgan Private Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.08M Buy
+72,410
New +$2.42M 0.01% 722
2023
Q2 		– Sell
-1,859,849
Closed -$69.3M – 1688
2023
Q1 		$69.3M Buy
1,859,849
+352,796
+23% +$12.7M 0.15% 149
2022
Q4 		$50.2M Sell
1,507,053
-238,677
-14% -$7.4M 0.11% 182
2022
Q3 		$44.7M Buy
1,745,730
+71,594
+4% +$2.03M 0.12% 181
2022
Q2 		$46.1M Buy
1,674,136
+32,796
+2% +$1.04M 0.12% 182
2022
Q1 		$58.2M Buy
1,641,340
+130,328
+9% +$4.7M 0.13% 171
2021
Q4 		$56.6M Buy
1,511,012
+68,311
+5% +$2.48M 0.12% 174
2021
Q3 		$52.9M Buy
1,442,701
+456,895
+46% +$16.4M 0.13% 171
2021
Q2 		$32M Buy
985,806
+978,899
+14,173% +$31.3M 0.08% 233
2021
Q1 		$202K Sell
6,907
-3,553
-34% -$93.8K ﹤0.01% 1688
2020
Q4 		$246K Sell
10,460
-3,880
-27% -$81.4K ﹤0.01% 1576
2020
Q3 		$239K Buy
+14,340
New +$256K ﹤0.01% 1456
2020
Q2 		– Sell
-10,011
Closed -$162K – 1575
2020
Q1 		$162K Buy
+10,011
New +$211K ﹤0.01% 1323
2018
Q1 		– Sell
-47,292
Closed -$953K – 1340
2017
Q4 		$953K Sell
47,292
-1,698
-3% -$33.9K 0.01% 668
2017
Q3 		$1.02M Sell
48,990
-2,455
-5% -$53.4K 0.01% 627
2017
Q2 		$1.26M Buy
51,445
+40,855
+386% +$998K 0.01% 554
2017
Q1 		$260K Buy
10,590
+1,586
+18% +$38K ﹤0.01% 1132
2016
Q4 		$211K Buy
+9,004
New +$208K ﹤0.01% 1142
2016
Q1 		– Sell
-29,310
Closed -$682K – 1269
2015
Q4 		$682K Sell
29,310
-25,365
-46% -$570K 0.01% 612
2015
Q3 		$1.05M Sell
54,675
-14,208
-21% -$284K 0.01% 460
2015
Q2 		$1.33M Buy
68,883
+5,886
+9% +$122K 0.02% 442
2015
Q1 		$1.39M Sell
62,997
-1,709
-3% -$36.3K 0.02% 453
2014
Q4 		$1.34M Buy
64,706
+2,103
+3% +$40.4K 0.02% 461
2014
Q3 		$1.15M Sell
62,603
-4,192
-6% -$81.3K 0.01% 483
2014
Q2 		$1.3M Sell
66,795
-14,615
-18% -$265K 0.02% 357
2014
Q1 		$1.4M Buy
+81,410
New +$1.39M 0.03% 343

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Interpublic Group of Companies (IPG) in Q3 2023: 72,410 shares worth $2.08M. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in IPG as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in IPG in Q1 2014 and has held it in 26 quarters since. The position peaked at $69.3M in Q1 2023. 695 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 72,410 shares of Interpublic Group of Companies worth $2.08M as of Q3 2023.
  • Interpublic Group of Companies was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Interpublic Group of Companies made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #722 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Interpublic Group of Companies in Q1 2014 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Interpublic Group of Companies position peaked at $69.3M in Q1 2023.
  • 695 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

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