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JP Morgan Private Wealth Advisors’s IPG Photonics IPGP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,234
Closed -$275K – 1689
2023
Q1 		$275K Buy
2,234
+9
+0.4% +$1.04K ﹤0.01% 1714
2022
Q4 		$211K Buy
+2,225
New +$200K ﹤0.01% 1806
2022
Q3 		– Sell
-2,225
Closed -$209K – 1951
2022
Q2 		$209K Sell
2,225
-4
-0.2% -$395 ﹤0.01% 1808
2022
Q1 		$245K Sell
2,229
-7
-0.3% -$962 ﹤0.01% 1837
2021
Q4 		$385K Buy
+2,236
New +$369K ﹤0.01% 1648
2021
Q1 		– Sell
-913
Closed -$204K – 1776
2020
Q4 		$204K Buy
+913
New +$183K ﹤0.01% 1643
2020
Q1 		– Sell
-1,583
Closed -$229K – 1481
2019
Q4 		$229K Buy
1,583
+15
+1% +$2.09K ﹤0.01% 1348
2019
Q3 		$213K Buy
1,568
+98
+7% +$13K ﹤0.01% 1326
2019
Q2 		$227K Sell
1,470
-1,589
-52% -$240K ﹤0.01% 1260
2019
Q1 		$464K Sell
3,059
-65
-2% -$9.2K ﹤0.01% 1065
2018
Q4 		$354K Buy
3,124
+647
+26% +$86K ﹤0.01% 1092
2018
Q3 		$387K Sell
2,477
-263
-10% -$48.8K ﹤0.01% 1180
2018
Q2 		$605K Sell
2,740
-303
-10% -$71.5K ﹤0.01% 947
2018
Q1 		$710K Buy
3,043
+955
+46% +$236K ﹤0.01% 754
2017
Q4 		$447K Sell
2,088
-249
-11% -$52.9K ﹤0.01% 904
2017
Q3 		$432K Sell
2,337
-89
-4% -$14.8K ﹤0.01% 902
2017
Q2 		$352K Buy
+2,426
New +$326K ﹤0.01% 954

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of IPG Photonics (IPGP) in Q2 2023, closing a stake of 2,234 shares — an estimated $275K sold.

JP Morgan Private Wealth Advisors first reported a position in IPGP in Q2 2017 and held it in 17 quarters. The position peaked at $710K in Q1 2018. 328 funds tracked by Wall St. Rank hold IPGP as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining IPG Photonics position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,234 IPG Photonics shares in Q2 2023, an estimated $275K.
  • JP Morgan Private Wealth Advisors first reported a position in IPG Photonics in Q2 2017 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's IPG Photonics position peaked at $710K in Q1 2018.
  • 328 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2023.

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